System
BL // JARVIS
Module
Portfolio
Sync
31 MAY 2026
Day P&L
+£5,287
Day P&L
+£5,287
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 31 MAY 2026
Return on Cash
+£26,901
+22.63%
In Red
-£389
+£112 vs 7 days ago
Win / Loss
40 / 10
80% win rate
◆ Accounts
ISA
£103,627
+£25,315 · +32.3%
Standard
£2,204
+£54 · +2.5%
EL ISA
£39,922
+£2,620 · +7.0%
ISA Allowance Used
£37,376
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £145,753, Sir — +22.6% on cash invested. Win rate holding at 80% across 50 positions. Healthcare ETF pie remains overweight at 5.8% against your 4.5% 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£118,852£145,753+£26,901+22.6%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
Core ETFs£65,43844.0%44.9%+25.0%+£13,088+2.0%
Diversification ETF£20,48714.0%14.1%+6.0%+£1,151+0.4%
Semiconductors£17,52112.0%12.0%+79.9%+£7,780+0.2%
Diversification Stocks£15,99313.0%11.0%+8.9%+£1,311-15.6%
Convictions£12,0658.0%8.3%+34.4%+£3,086+3.5%
Healthcare ETF£8,4994.5%5.8%+6.4%+£511+29.6%
Healthcare Stocks£4,8654.5%3.3%+22.3%+£888-25.8%
Potentials£8850.5%0.6%+24.5%+£174+21.4%
◆ Income & Dividends
Trailing 12 Months
£269
Year to Date
£132
Portfolio Yield
0.18%
Annual Run Rate
£269
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£25
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£41,74628.6%+£9,474+29.4%
NVDANvidia£14,2649.8%+£7,657+115.9%
VUAGS&P 500 ETF£13,8529.5%+£3,128+29.2%
VEUADeveloped Europe ETF£9,8406.8%+£486+5.2%
IUHCS&P 500 Healthcare ETF£5,3733.7%+£317+6.3%
VFEGEmerging Markets ETF£4,8273.3%+£521+12.1%
VHYLAllworld Dividend ETF£4,1082.8%+£316+8.3%
IGLNGold ETF£3,8332.6%+£59+1.6%
MSFTMicrosoft£3,1822.2%+£309+10.8%
VAGUGlobal Aggregate Bond ETF£3,0942.1%+£7+0.2%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
LMTLockheed Martin£2,296-£75-3.2%
PGProcter & Gamble£2,190-£68-3.0%
BRK.BBerkshire Hathaway£1,861-£64-3.4%
JPMJP Morgan£1,723-£57-3.2%
JNJJohnson & Johnson£432-£18-4.0%
DISThe Walt Disney Company£38+£1+2.6%
VAGUGlobal Aggregate Bond ETF£3,094+£7+0.2%
AMATApplied Materials£516+£17+3.4%
DISThe Walt Disney Company£1,205+£36+3.1%
AAPLApple£260+£43+19.8%
◆ Analyst Upside · Top 10
Potential Upside
Total: £10,271 · Source: Yahoo Finance (fetched 28-05-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£14,264+38.0%+£5,42258
MSFTMicrosoft£3,182+31.3%+£99654
METAMeta Platforms£2,560+30.1%+£77158
LMTLockheed Martin£2,296+16.4%+£37619
AMZNAmazon£2,316+14.1%+£32662
XOMExxon Mobil£1,777+15.1%+£26922
PGProcter & Gamble£2,190+12.2%+£26822
JPMJP Morgan£1,723+15.3%+£26421
GOOGLAlphabet£2,363+10.0%+£23653
NEENextEra Energy£1,737+12.9%+£22519
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound81,27255.8%
Dollar64,46644.2%
Euro150.0%