System
BL // JARVIS
Module
Portfolio
Sync
12 JUN 2026
Day P&L
+£6,057
Day P&L
+£6,057
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 12 JUN 2026
Return on Cash
+£38,281
+32.21%
In Red
-£607
-£231 vs 7 days ago
Win / Loss
40 / 5
89% win rate
◆ Accounts
ISA
£115,099
+£24,607 · +27.2%
Standard
£2,240
+£90 · +4.2%
EL ISA
£39,793
+£2,491 · +6.7%
ISA Allowance Used
£37,376
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £157,133, Sir — +32.2% on cash invested. Win rate holding at 89% across 45 positions. Healthcare ETF pie remains overweight at 5.6% against your 4.5% target — recommend review. Total unrealised loss sitting at £607 across 11 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£157,133+£38,281+32.2%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
Core ETFs£68,66144.0%43.7%+22.8%+£12,731-0.7%
Diversification ETF£21,59714.0%13.7%+4.7%+£964-1.8%
Diversification Stocks£20,48213.0%13.0%+10.4%+£1,933+0.3%
Semiconductors£18,49412.0%11.8%+70.0%+£7,615-1.9%
Convictions£11,3448.0%7.2%+19.5%+£1,852-9.8%
Healthcare ETF£8,7404.5%5.6%+9.4%+£752+23.6%
Healthcare Stocks£7,2374.5%4.6%+19.8%+£1,197+2.4%
Potentials£5770.5%0.4%+33.4%+£145-26.5%
◆ Income & Dividends
Trailing 12 Months
£282
Year to Date
£149
Portfolio Yield
0.18%
Annual Run Rate
£282
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
XOMExxon Mobil£24
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£45,07028.7%+£9,294+26.0%
NVDANvidia£13,9598.9%+£7,352+111.3%
VUAGS&P 500 ETF£13,6078.7%+£2,883+26.9%
VEUADeveloped Europe ETF£9,9836.3%+£553+5.9%
IUHCS&P 500 Healthcare ETF£5,5583.5%+£502+9.9%
VFEGEmerging Markets ETF£5,1543.3%+£509+11.0%
VHYLAllworld Dividend ETF£4,5482.9%+£379+9.1%
LMTLockheed Martin£3,8952.5%+£46+1.2%
IGLNGold ETF£3,7712.4%-£264-6.5%
VAGUGlobal Aggregate Bond ETF£3,1012.0%+£14+0.5%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
IGLNGold ETF£3,771-£264-6.5%
MSFTMicrosoft£2,723-£150-5.2%
AVGOBroadcom£948-£103-9.8%
BRK.BBerkshire Hathaway£2,354+£0+0.0%
DISThe Walt Disney Company£38+£0+1.1%
VAGUGlobal Aggregate Bond ETF£3,101+£14+0.5%
DISThe Walt Disney Company£1,187+£18+1.5%
AAPLApple£245+£27+12.6%
LMTLockheed Martin£3,895+£46+1.2%
PGProcter & Gamble£2,809+£46+1.7%
◆ Analyst Upside · Top 10
Potential Upside
Total: £12,987 · Source: Yahoo Finance (fetched 12-06-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£13,959+45.9%+£6,40959
MSFTMicrosoft£2,723+43.8%+£1,19355
METAMeta Platforms£2,401+45.8%+£1,10059
AMZNAmazon£2,263+29.4%+£66563
LMTLockheed Martin£3,895+13.9%+£54319
GOOGLAlphabet£2,411+21.0%+£50653
XOMExxon Mobil£2,337+15.9%+£37222
NEENextEra Energy£2,113+16.1%+£34019
AVGOBroadcom£948+35.4%+£33545
PGProcter & Gamble£2,809+10.4%+£29222
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound85,60054.5%
Dollar71,51845.5%
Euro150.0%