System
BL // JARVIS
Module
Portfolio
Sync
22 MAY 2026
Day P&L
-£1,057
Day P&L
-£1,057
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 22 MAY 2026
Return on Cash
+£34,796
+33.59%
In Red
-£441
+£17 vs 7 days ago
Win / Loss
35 / 16
69% win rate
◆ Accounts
ISA
£101,670
+£24,574 · +31.9%
Standard
£2,134
-£16 · -0.7%
EL ISA
£34,594
+£2,018 · +6.2%
ISA Allowance Used
£22,126
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £138,398, Sir — +33.6% on cash invested. Win rate holding at 69% across 51 positions. Potentials pie remains overweight at 0.6% against your 0.5% 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£103,602£138,398+£34,796+33.6%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£60,43344.5%43.7%+25.3%+£12,191-1.9%
Diversification ETF£20,35015.0%14.7%+5.0%+£969-2.0%
Semiconductors£17,70312.8%+81.7%+£7,962
Diversification Stocks£14,57211.0%10.5%+9.2%+£1,229-4.3%
Convictions£11,3428.2%+31.2%+£2,700
Healthcare ETF£8,2876.0%6.0%+6.4%+£501-0.2%
Healthcare Stocks£4,8703.0%3.5%+22.5%+£893+17.3%
Potentials£8410.5%0.6%+18.4%+£131+21.6%
Investments£010.0%0.0%-2.6%+£-0-100.0%
◆ Income & Dividends
Trailing 12 Months
£257
Year to Date
£120
Portfolio Yield
0.19%
Annual Run Rate
£257
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£52
METMetLife£34
VHYLVanguard FTSE All-World High Dividend Yield£27
PGProcter & Gamble£22
CATCaterpillar£21
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£41,19129.8%+£8,918+27.6%
NVDANvidia£14,57310.5%+£7,966+120.6%
VUAGS&P 500 ETF£11,8038.5%+£2,811+31.3%
VEUADeveloped Europe ETF£7,4405.4%+£462+6.6%
IUHCS&P 500 Healthcare ETF£5,3893.9%+£333+6.6%
VFEGEmerging Markets ETF£4,1023.0%+£455+12.5%
VHYLAllworld Dividend ETF£4,0692.9%+£315+8.4%
IGLNGold ETF£3,1432.3%+£12+0.4%
VAGUGlobal Aggregate Bond ETF£3,0732.2%-£14-0.5%
MSFTMicrosoft£2,8302.0%+£77+2.8%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
ATRLAtkinsRealis Group£1,092-£126-10.3%
LMTLockheed Martin£2,008-£58-2.8%
PGProcter & Gamble£1,928-£51-2.6%
IUSUS&P 500 Utilities ETF£2,031-£49-2.3%
TSMTaiwan Semiconductors£2,134-£16-0.7%
BRK.BBerkshire Hathaway£1,705-£15-0.9%
VAGUGlobal Aggregate Bond ETF£3,073-£14-0.5%
JPMJP Morgan£1,767-£13-0.7%
AMATApplied Materials£496-£3-0.6%
DISThe Walt Disney Company£0-£0-2.6%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,218 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£14,573+24.0%+£3,49956
MSFTMicrosoft£2,830+34.8%+£98554
LLYEli Lilly£2,273+38.5%+£87529
METAMeta Platforms£2,474+26.0%+£64460
LMTLockheed Martin£2,008+24.9%+£50120
MRKMerck & Co£2,147+17.7%+£38027
ATRLAtkinsRealis Group£1,092+25.8%+£28115
PGProcter & Gamble£1,928+10.6%+£20422
AMZNAmazon£2,283+8.7%+£19864
GOOGLAlphabet£2,384+8.0%+£19256
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound76,82655.5%
Dollar60,46643.7%
CAN Dollar1,0920.8%
Euro150.0%