System
BL // JARVIS
Module
Portfolio
Sync
6 MAY 2026
Day P&L
-£1,276,894
Day P&L
-£1,276,894
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 6 MAY 2026
Return on Cash
+£32,273
+31.89%
In Red
-£333
-£38 vs 7 days ago
Win / Loss
40 / 9
82% win rate
◆ Accounts
ISA
£99,340
+£27,586 · +38.5%
Standard
£0
+£0 · +0.0%
EL ISA
£34,135
+£1,558 · +4.8%
ISA Allowance Used
£22,126
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £133,475, Sir — +31.9% on cash invested. Win rate holding at 82% across 49 positions. Single Investment pie remains overweight at 12.1% against your 10.0% target — recommend review. 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£133,475+£32,273+31.9%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£57,23244.5%42.9%+25.2%+£11,529-3.6%
Diversification ETF£19,71615.0%14.8%+10.9%+£1,931-1.5%
Single Investment£16,07710.0%12.1%+98.4%+£7,975+20.4%
Diversification Stocks£14,47411.0%10.8%+26.8%+£3,057-1.4%
Investments£13,74010.0%10.3%+31.9%+£3,327+2.9%
Healthcare ETF£7,5326.0%5.6%+5.1%+£366-6.0%
Healthcare Stocks£3,9203.0%2.9%+29.3%+£888-2.1%
Potentials£7830.5%0.6%+10.2%+£73+17.4%
◆ Income & Dividends
Trailing 12 Months
£236
Year to Date
£97
Portfolio Yield
0.18%
Annual Run Rate
£236
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£46
METMetLife£34
VHYLVanguard FTSE All-World High Dividend Yield (Dist)£27
MRKMerck & Co£20
XOMExxon Mobil£15
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£39,63829.7%+£8,466+27.2%
NVDANvidia£16,07712.1%+£7,975+98.4%
VUAGS&P 500 ETF£11,3538.5%+£2,361+26.3%
VEUADeveloped Europe ETF£6,2414.7%+£703+12.7%
IUHCS&P 500 Healthcare ETF£5,0123.8%+£254+5.3%
CATCaterpillar£4,0813.1%+£2,176+114.3%
VFEGEmerging Markets ETF£3,9172.9%+£505+14.8%
VHYLAllworld Dividend ETF£3,7282.8%+£278+8.1%
IUSUS&P 500 Utilities ETF£3,2392.4%+£266+8.9%
GOOGLAlphabet£3,1782.4%+£1,809+132.1%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
BRK.BBerkshire Hathaway£1,433-£102-6.6%
LMTLockheed Martin£974-£90-8.4%
VAGUGlobal Aggregate Bond ETF£2,726-£4-0.1%
DISThe Walt Disney Company£1,164+£6+0.5%
PGProcter & Gamble£1,726+£21+1.2%
HEALHealthcare Innovation ETF£785+£28+3.7%
MSFTMicrosoft£2,257+£44+2.0%
ORealty Income£707+£55+8.4%
WHCAWorld Healthcare ETF£1,735+£84+5.1%
ATRLAtkinsRealis Group£1,121+£96+9.4%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,365 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£16,077+24.0%+£3,86056
LLYEli Lilly£2,081+38.5%+£80129
MSFTMicrosoft£2,257+34.8%+£78554
METAMeta Platforms£2,028+26.0%+£52760
MRKMerck & Co£1,840+17.7%+£32627
DISThe Walt Disney Company£1,164+25.3%+£29529
ATRLAtkinsRealis Group£1,121+25.8%+£28915
GOOGLAlphabet£3,178+8.0%+£25656
LMTLockheed Martin£974+24.9%+£24320
AMZNAmazon£2,211+8.7%+£19264
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound73,66655.2%
Dollar58,67344.0%
CAN Dollar1,1210.8%
Euro140.0%