System
BL // JARVIS
Module
Portfolio
Sync
21 JUL 2026
Day P&L
+£6,332
Day P&L
+£6,332
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 21 JUL 2026
Return on Cash
+£40,381
+33.88%
In Red
-£826
-£3 vs 7 days ago
Win / Loss
38 / 9
81% win rate
◆ Accounts
ISA
£116,854
+£26,075 · +28.7%
Standard
£2,226
+£76 · +3.5%
EL ISA
£40,504
+£2,823 · +7.5%
ISA Allowance Used
£37,726
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £159,583, Sir — +33.9% on cash invested. Win rate holding at 81% across 47 positions. Healthcare ETF pie remains overweight at 5.7% against your 4.5% target — recommend review. Total unrealised loss sitting at £826 across 15 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£119,202£159,583+£40,381+33.9%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
Core ETFs£69,67744.0%43.7%+23.8%+£13,397-0.8%
Diversification ETF£21,53614.0%13.5%+4.1%+£853-3.6%
Diversification Stocks£20,46513.0%12.8%+10.2%+£1,895-1.4%
Semiconductors£18,57312.0%11.6%+70.5%+£7,683-3.0%
Convictions£12,0488.0%7.5%+26.9%+£2,556-5.6%
Healthcare ETF£9,1154.5%5.7%+14.1%+£1,127+26.9%
Healthcare Stocks£7,4764.5%4.7%+23.8%+£1,435+4.1%
Potentials£6930.5%0.4%+4.3%+£29-13.2%
◆ Income & Dividends
Trailing 12 Months
£374
Year to Date
£246
Portfolio Yield
0.23%
Annual Run Rate
£374
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£55
VHYLVanguard FTSE All-World High Dividend Yield (Dist)£47
METMetLife£34
VHYLVanguard FTSE All-World High Dividend Yield£27
NEENextEra Energy£26
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£45,70528.6%+£9,666+26.8%
NVDANvidia£14,0068.8%+£7,391+111.7%
VUAGS&P 500 ETF£13,8178.7%+£3,093+28.8%
VEUADeveloped Europe ETF£10,1556.4%+£638+6.7%
IUHCS&P 500 Healthcare ETF£5,7983.6%+£742+14.7%
VFEGEmerging Markets ETF£5,1503.2%+£493+10.6%
VHYLAllworld Dividend ETF£4,5682.9%+£389+9.3%
IGLNGold ETF£3,6842.3%-£361-8.9%
LMTLockheed Martin£3,6282.3%-£225-5.8%
VAGUGlobal Aggregate Bond ETF£3,0991.9%+£5+0.2%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
IGLNGold ETF£3,684-£361-8.9%
LMTLockheed Martin£3,628-£225-5.8%
AVGOBroadcom£964-£88-8.4%
MSFTMicrosoft£2,836-£37-1.3%
DISThe Walt Disney Company£1,150-£21-1.8%
DISThe Walt Disney Company£37-£1-2.2%
VAGUGlobal Aggregate Bond ETF£3,099+£5+0.2%
BRK.BBerkshire Hathaway£2,379+£23+1.0%
PGProcter & Gamble£2,795+£28+1.0%
AAPLApple£276+£59+27.0%
◆ Analyst Upside · Top 10
Potential Upside
Total: £13,438 · Source: Yahoo Finance (fetched 21-07-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£14,006+46.9%+£6,56958
MSFTMicrosoft£2,836+40.0%+£1,13456
METAMeta Platforms£2,760+27.1%+£74758
LMTLockheed Martin£3,628+20.1%+£73119
AMZNAmazon£2,374+26.2%+£62262
GOOGLAlphabet£2,334+24.1%+£56353
TSMTaiwan Semiconductors£2,226+24.4%+£54418
AVGOBroadcom£964+35.8%+£34545
PGProcter & Gamble£2,795+10.8%+£30123
NEENextEra Energy£2,165+12.9%+£28020
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound86,73554.4%
Dollar72,84845.6%