System
BL // JARVIS
Module
Portfolio
Sync
30 APR 2026
Day P&L
-£2,389
Day P&L
-£2,389
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 30 APR 2026
Return on Cash
+£30,761
+30.47%
In Red
-£314
-£99 vs 7 days ago
Win / Loss
35 / 14
71% win rate
◆ Accounts
ISA
£98,149
+£26,459 · +36.9%
Standard
£0
+£0 · +0.0%
EL ISA
£33,564
+£988 · +3.0%
ISA Allowance Used
£21,876
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £131,713, Sir — +30.5% on cash invested. Win rate holding at 71% across 49 positions. Single Investment pie remains overweight at 12.6% 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£100,952£131,713+£30,761+30.5%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£55,77044.5%42.3%+22.2%+£10,132-4.8%
Diversification ETF£19,50315.0%14.8%+9.7%+£1,718-1.3%
Single Investment£16,53410.0%12.6%+104.1%+£8,432+25.5%
Diversification Stocks£14,46911.0%11.0%+26.7%+£3,052-0.1%
Investments£13,45310.0%10.2%+29.2%+£3,040+2.1%
Healthcare ETF£7,4986.0%5.7%+4.6%+£332-5.1%
Healthcare Stocks£3,7443.0%2.8%+23.4%+£711-5.3%
Potentials£7430.5%0.6%+4.5%+£32+12.8%
◆ Income & Dividends
Trailing 12 Months
£232
Year to Date
£93
Portfolio Yield
0.18%
Annual Run Rate
£232
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£46
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£38,49129.2%+£7,383+23.7%
NVDANvidia£16,53412.6%+£8,432+104.1%
VUAGS&P 500 ETF£11,1648.5%+£2,172+24.2%
VEUADeveloped Europe ETF£6,1154.6%+£577+10.4%
IUHCS&P 500 Healthcare ETF£5,0113.8%+£254+5.3%
CATCaterpillar£4,0193.0%+£2,115+111.1%
VFEGEmerging Markets ETF£3,8062.9%+£393+11.5%
VHYLAllworld Dividend ETF£3,6902.8%+£240+7.0%
IUSUS&P 500 Utilities ETF£3,2562.5%+£284+9.5%
GOOGLAlphabet£3,0852.3%+£1,716+125.3%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
LMTLockheed Martin£977-£86-8.1%
BRK.BBerkshire Hathaway£1,467-£67-4.4%
VAGUGlobal Aggregate Bond ETF£2,726-£3-0.1%
MSFTMicrosoft£2,221+£8+0.4%
HEALHealthcare Innovation ETF£766+£9+1.2%
DISThe Walt Disney Company£1,195+£37+3.2%
PGProcter & Gamble£1,754+£49+2.9%
ATRLAtkinsRealis Group£1,077+£52+5.1%
ORealty Income£711+£60+9.1%
WHCAWorld Healthcare ETF£1,720+£69+4.2%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,391 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£16,534+24.0%+£3,97056
MSFTMicrosoft£2,221+34.8%+£77354
LLYEli Lilly£1,945+38.5%+£74829
METAMeta Platforms£2,039+26.0%+£53060
MRKMerck & Co£1,799+17.7%+£31827
DISThe Walt Disney Company£1,195+25.3%+£30329
ATRLAtkinsRealis Group£1,077+25.8%+£27815
GOOGLAlphabet£3,085+8.0%+£24856
LMTLockheed Martin£977+24.9%+£24420
PGProcter & Gamble£1,754+10.6%+£18622
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound71,99754.7%
Dollar58,62644.5%
CAN Dollar1,0770.8%
Euro140.0%