System
BL // JARVIS
Module
Portfolio
Sync
15 MAY 2026
Day P&L
-£2,521
Day P&L
-£2,521
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 15 MAY 2026
Return on Cash
+£37,157
+36.72%
In Red
-£459
+£63 vs 7 days ago
Win / Loss
35 / 14
71% win rate
◆ Accounts
ISA
£103,987
+£27,072 · +35.2%
Standard
£0
+£0 · +0.0%
EL ISA
£34,371
+£1,795 · +5.5%
ISA Allowance Used
£22,126
of £40,000 this tax year
JARVIS · Daily Brief
Your portfolio gained £818 this week—modest momentum on a £138k base—but the real story is NVDA's outsized 135% return compressing into just 11% of your top five holdings, which suggests either conviction constraint or rebalancing discipline already at work. The 71% win rate across 35 gainers versus 14 losers is healthy, though 26 positions remain underwater by £459 net, indicating some portfolio drag worth reviewing. Allocation drift is creeping upward in Potentials (18.2% over target) and Single Investment (12.4% over target), Sir—both warrant a rebalance pass before they drift further. Your core holdings remain sound, ISA-sheltered properly at £138k total, and the 36.7% overall return is solid, but tighten the overweight positions to restore discipline. All systems nominal.
◆ Performance · Portfolio Value Over Time
Portfolio Value vs Capital Contributed
08-12-2023 → Today
◆ Allocation & Capital Growth
Pie Distribution
Current weight
Cumulative Growth vs Capital
Portfolio value vs total capital deployed since inception
Year Cumulative Capital Portfolio Value Gain Return
2023£19,900£18,908-£992-5.0%
2024£39,902£53,071+£13,169+33.0%
2025£77,702£104,966+£27,264+35.1%
2026£101,202£138,359+£37,157+36.7%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£60,12844.5%43.5%+24.6%+£11,886-2.3%
Diversification ETF£20,33715.0%14.7%+4.9%+£956-2.0%
Single Investment£15,54610.0%11.2%+135.3%+£8,939+12.4%
Diversification Stocks£14,90811.0%10.8%+16.8%+£2,144-2.0%
Investments£14,35510.0%10.4%+37.1%+£3,881+3.8%
Healthcare ETF£8,1316.0%5.9%+4.4%+£345-2.0%
Healthcare Stocks£4,1353.0%3.0%+17.2%+£608-0.4%
Potentials£8180.5%0.6%+15.1%+£107+18.2%
◆ Income & Dividends
Trailing 12 Months
£249
Year to Date
£111
Portfolio Yield
0.18%
Annual Run Rate
£249
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£49
METMetLife£34
VHYLVanguard FTSE All-World High Dividend Yield (Dist)£27
PGProcter & Gamble£22
MRKMerck & Co£20
Annual Dividend Income
By calendar year
◆ Growth Projection
Projected Value
£250/month + £10k annual · Conservative / Moderate / Optimistic
◆ Top 10 Holdings · By Value
Ticker Company Value Weight Profit Return
VWRPAllworld ETF£41,06129.7%+£8,789+27.2%
NVDANvidia£15,54611.2%+£8,939+135.3%
VUAGS&P 500 ETF£11,8078.5%+£2,815+31.3%
VEUADeveloped Europe ETF£7,2605.2%+£282+4.0%
IUHCS&P 500 Healthcare ETF£5,2863.8%+£230+4.6%
VFEGEmerging Markets ETF£3,9932.9%+£477+13.6%
VHYLAllworld Dividend ETF£3,9682.9%+£278+7.5%
CATCaterpillar£3,3482.4%+£1,787+114.4%
GOOGLAlphabet£3,3062.4%+£1,937+141.5%
VAGUGlobal Aggregate Bond ETF£2,9592.1%+£2+0.1%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
LMTLockheed Martin£1,257-£96-7.1%
IUSUS&P 500 Utilities ETF£2,647-£82-3.0%
ATRLAtkinsRealis Group£1,141-£76-6.3%
PGProcter & Gamble£1,877-£72-3.7%
JPMJP Morgan£1,691-£48-2.8%
BRK.BBerkshire Hathaway£1,526-£11-0.7%
VAGUGlobal Aggregate Bond ETF£2,959+£2+0.1%
HEALHealthcare Innovation ETF£812+£15+1.9%
ORealty Income£732+£46+6.8%
IGLNGold ETF£2,861+£55+1.9%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,605 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£15,546+24.0%+£3,73356
LLYEli Lilly£2,169+38.5%+£83429
MSFTMicrosoft£2,362+34.8%+£82254
METAMeta Platforms£2,100+26.0%+£54660
MRKMerck & Co£1,966+17.7%+£34827
LMTLockheed Martin£1,257+24.9%+£31320
DISThe Walt Disney Company£1,223+25.3%+£31029
ATRLAtkinsRealis Group£1,141+25.8%+£29415
GOOGLAlphabet£3,306+8.0%+£26656
PGProcter & Gamble£1,877+10.6%+£19922
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound76,86755.6%
Dollar60,33543.6%
CAN Dollar1,1410.8%
Euro150.0%