System
BL // JARVIS
Module
Portfolio
Sync
30 APR 2026
Day P&L
-£2,374
Day P&L
-£2,374
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 30 APR 2026
Return on Cash
+£31,038
+30.74%
In Red
-£358
-£143 vs 7 days ago
Win / Loss
36 / 13
73% win rate
◆ Accounts
ISA
£98,585
+£26,895 · +37.5%
Standard
£0
+£0 · +0.0%
EL ISA
£33,405
+£828 · +2.5%
ISA Allowance Used
£21,876
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £131,990, Sir — +30.7% on cash invested. Win rate holding at 73% across 49 positions. Single Investment pie remains overweight at 13.1% 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£131,990+£31,038+30.7%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£55,64444.5%42.2%+21.9%+£10,006-5.3%
Diversification ETF£19,43015.0%14.7%+9.2%+£1,645-1.9%
Single Investment£17,31810.0%13.1%+113.7%+£9,215+31.2%
Diversification Stocks£14,16311.0%10.7%+24.1%+£2,746-2.5%
Investments£13,66010.0%10.3%+31.2%+£3,247+3.5%
Healthcare ETF£7,4156.0%5.6%+3.5%+£249-6.4%
Healthcare Stocks£3,6363.0%2.8%+19.9%+£604-8.2%
Potentials£7220.5%0.6%+1.6%+£12+9.4%
◆ 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£38,41629.1%+£7,307+23.5%
NVDANvidia£17,31813.1%+£9,215+113.7%
VUAGS&P 500 ETF£11,1818.5%+£2,190+24.4%
VEUADeveloped Europe ETF£6,0474.6%+£508+9.2%
IUHCS&P 500 Healthcare ETF£4,9573.8%+£199+4.2%
VFEGEmerging Markets ETF£3,8132.9%+£401+11.7%
CATCaterpillar£3,6962.8%+£1,792+94.1%
VHYLAllworld Dividend ETF£3,6622.8%+£212+6.1%
IUSUS&P 500 Utilities ETF£3,2312.5%+£258+8.7%
GOOGLAlphabet£2,8962.2%+£1,527+111.5%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
LMTLockheed Martin£987-£77-7.2%
BRK.BBerkshire Hathaway£1,480-£55-3.6%
HEALHealthcare Innovation ETF£760+£3+0.4%
VAGUGlobal Aggregate Bond ETF£2,741+£12+0.4%
DISThe Walt Disney Company£1,188+£29+2.5%
WHCAWorld Healthcare ETF£1,698+£47+2.9%
ATRLAtkinsRealis Group£1,076+£51+4.9%
PGProcter & Gamble£1,765+£60+3.5%
ORealty Income£712+£60+9.2%
WLDSSmall Cap ETF£1,884+£80+4.4%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,651 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£17,318+24.0%+£4,15856
MSFTMicrosoft£2,356+34.8%+£82054
LLYEli Lilly£1,812+38.5%+£69729
METAMeta Platforms£2,269+26.0%+£59060
MRKMerck & Co£1,825+17.7%+£32327
DISThe Walt Disney Company£1,188+25.3%+£30129
ATRLAtkinsRealis Group£1,076+25.8%+£27715
LMTLockheed Martin£987+24.9%+£24620
GOOGLAlphabet£2,896+8.0%+£23356
PGProcter & Gamble£1,765+10.6%+£18722
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound71,78154.4%
Dollar59,11944.8%
CAN Dollar1,0760.8%
Euro140.0%