System
BL // JARVIS
Module
Portfolio
Sync
4 JUN 2026
Day P&L
+£5,887
Day P&L
+£5,887
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 4 JUN 2026
Return on Cash
+£39,864
+33.54%
In Red
-£525
-£306 vs 7 days ago
Win / Loss
36 / 14
72% win rate
◆ Accounts
ISA
£116,571
+£25,805 · +28.4%
Standard
£2,316
+£166 · +7.7%
EL ISA
£39,829
+£2,526 · +6.8%
ISA Allowance Used
£37,376
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £158,716, Sir — +33.5% on cash invested. Win rate holding at 72% across 50 positions. Healthcare ETF pie remains overweight at 5.3% against your 4.5% target — recommend review. Total unrealised loss sitting at £525 across 23 positions; nothing requiring immediate action.
◆ 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£158,716+£39,864+33.5%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
Core ETFs£69,43344.0%43.8%+24.1%+£13,502-0.6%
Diversification ETF£21,75414.0%13.7%+5.4%+£1,121-2.1%
Diversification Stocks£20,01713.0%12.6%+7.9%+£1,467-3.0%
Semiconductors£19,41412.0%12.2%+78.5%+£8,535+1.9%
Convictions£12,0428.0%7.6%+26.9%+£2,550-5.2%
Healthcare ETF£8,3754.5%5.3%+4.8%+£387+17.3%
Healthcare Stocks£6,8384.5%4.3%+13.3%+£802-4.3%
Potentials£8440.5%0.5%+18.7%+£133+6.3%
◆ Income & Dividends
Trailing 12 Months
£269
Year to Date
£132
Portfolio Yield
0.17%
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£45,74828.8%+£9,972+27.9%
NVDANvidia£14,6809.2%+£8,073+122.2%
VUAGS&P 500 ETF£13,8688.7%+£3,144+29.3%
VEUADeveloped Europe ETF£9,8176.2%+£387+4.1%
IUHCS&P 500 Healthcare ETF£5,3123.4%+£256+5.1%
VFEGEmerging Markets ETF£5,2243.3%+£579+12.5%
VHYLAllworld Dividend ETF£4,4962.8%+£327+7.8%
IGLNGold ETF£3,9802.5%-£54-1.4%
LMTLockheed Martin£3,7352.4%-£114-3.0%
VAGUGlobal Aggregate Bond ETF£3,0871.9%-£0-0.0%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
LMTLockheed Martin£3,735-£114-3.0%
PGProcter & Gamble£2,670-£94-3.4%
JPMJP Morgan£2,105-£64-2.9%
BRK.BBerkshire Hathaway£2,290-£63-2.7%
IGLNGold ETF£3,980-£54-1.4%
JNJJohnson & Johnson£2,226-£15-0.7%
VAGUGlobal Aggregate Bond ETF£3,087-£0-0.0%
DISThe Walt Disney Company£38+£0+0.6%
DISThe Walt Disney Company£1,181+£12+1.0%
ORealty Income£1,130+£33+3.0%
◆ Analyst Upside · Top 10
Potential Upside
Total: £11,759 · Source: Yahoo Finance (fetched 03-06-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£14,680+37.0%+£5,42658
MSFTMicrosoft£3,023+31.4%+£94855
METAMeta Platforms£2,600+34.8%+£90559
LMTLockheed Martin£3,735+19.6%+£73219
AMZNAmazon£2,385+25.1%+£59962
GOOGLAlphabet£2,389+19.5%+£46653
PGProcter & Gamble£2,670+15.6%+£41722
NEENextEra Energy£2,097+15.2%+£31819
JPMJP Morgan£2,105+14.8%+£31121
LLYEli Lilly£2,582+11.9%+£30629
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound86,36154.4%
Dollar72,33945.6%
Euro160.0%