System
BL // JARVIS
Module
Portfolio
Sync
7 MAY 2026
Day P&L
-£2,398
Day P&L
-£2,398
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 7 MAY 2026
Return on Cash
+£34,071
+33.67%
In Red
-£480
-£177 vs 7 days ago
Win / Loss
36 / 13
73% win rate
◆ Accounts
ISA
£101,157
+£26,418 · +35.4%
Standard
£0
+£0 · +0.0%
EL ISA
£34,116
+£1,540 · +4.7%
ISA Allowance Used
£22,126
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £135,273, Sir — +33.7% on cash invested. Win rate holding at 73% across 49 positions. Single Investment pie remains overweight at 12.8% 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£135,273+£34,071+33.7%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£57,45144.5%42.5%+23.2%+£10,826-4.6%
Diversification ETF£19,63915.0%14.5%+5.1%+£952-3.2%
Single Investment£17,38110.0%12.8%+114.5%+£9,278+28.5%
Diversification Stocks£14,43711.0%10.7%+20.3%+£2,434-3.0%
Investments£14,16210.0%10.5%+35.2%+£3,688+4.7%
Healthcare ETF£7,5106.0%5.5%+2.9%+£208-7.5%
Healthcare Stocks£3,8823.0%2.9%+13.8%+£472-4.3%
Potentials£8110.5%0.6%+14.1%+£100+19.9%
◆ Income & Dividends
Trailing 12 Months
£240
Year to Date
£102
Portfolio Yield
0.18%
Annual Run Rate
£240
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
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£39,79529.4%+£8,013+25.2%
NVDANvidia£17,38112.8%+£9,278+114.5%
VUAGS&P 500 ETF£11,4518.5%+£2,460+27.4%
VEUADeveloped Europe ETF£6,2044.6%+£353+6.0%
IUHCS&P 500 Healthcare ETF£5,0013.7%+£113+2.3%
CATCaterpillar£4,1113.0%+£2,207+115.9%
VFEGEmerging Markets ETF£3,9442.9%+£532+15.6%
VHYLAllworld Dividend ETF£3,7032.7%+£221+6.3%
GOOGLAlphabet£3,2432.4%+£1,874+136.8%
IUSUS&P 500 Utilities ETF£3,1622.3%-£69-2.1%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
LMTLockheed Martin£966-£143-12.9%
BRK.BBerkshire Hathaway£1,457-£78-5.1%
IUSUS&P 500 Utilities ETF£3,162-£69-2.1%
PGProcter & Gamble£1,748-£49-2.7%
VAGUGlobal Aggregate Bond ETF£2,730-£31-1.1%
JPMJP Morgan£1,469-£15-1.0%
HEALHealthcare Innovation ETF£787+£24+3.1%
ORealty Income£687+£35+5.5%
ATRLAtkinsRealis Group£1,146+£52+4.8%
INFRGlobal Infrastructure ETF£1,650+£53+3.4%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,747 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£17,381+24.0%+£4,17356
MSFTMicrosoft£2,327+34.8%+£81054
LLYEli Lilly£2,061+38.5%+£79329
METAMeta Platforms£2,086+26.0%+£54360
DISThe Walt Disney Company£1,277+25.3%+£32329
MRKMerck & Co£1,822+17.7%+£32227
ATRLAtkinsRealis Group£1,146+25.8%+£29515
GOOGLAlphabet£3,243+8.0%+£26156
LMTLockheed Martin£966+24.9%+£24120
AMZNAmazon£2,211+8.7%+£19264
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound73,77754.5%
Dollar60,33644.6%
CAN Dollar1,1460.8%
Euro150.0%