System
BL // JARVIS
Module
Portfolio
Sync
7 MAY 2026
Day P&L
-£2,496
Day P&L
-£2,496
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 7 MAY 2026
Return on Cash
+£33,998
+33.59%
In Red
-£412
-£109 vs 7 days ago
Win / Loss
38 / 11
78% win rate
◆ Accounts
ISA
£100,958
+£26,219 · +35.1%
Standard
£0
+£0 · +0.0%
EL ISA
£34,242
+£1,665 · +5.1%
ISA Allowance Used
£22,126
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £135,200, Sir — +33.6% on cash invested. Win rate holding at 78% 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£101,202£135,200+£33,998+33.6%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£57,56344.5%42.6%+23.5%+£10,938-4.3%
Diversification ETF£19,71915.0%14.6%+5.5%+£1,031-2.8%
Single Investment£17,01310.0%12.6%+110.0%+£8,911+25.8%
Diversification Stocks£14,62111.0%10.8%+21.8%+£2,618-1.7%
Investments£14,02110.0%10.4%+33.9%+£3,547+3.7%
Healthcare ETF£7,5186.0%5.6%+3.0%+£216-7.3%
Healthcare Stocks£3,9253.0%2.9%+15.1%+£515-3.2%
Potentials£8200.5%0.6%+15.3%+£109+21.3%
◆ Income & Dividends
Trailing 12 Months
£240
Year to Date
£102
Portfolio Yield
0.18%
Annual Run Rate
£240
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£49
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£39,87729.5%+£8,094+25.5%
NVDANvidia£17,01312.6%+£8,911+110.0%
VUAGS&P 500 ETF£11,4498.5%+£2,458+27.3%
VEUADeveloped Europe ETF£6,2374.6%+£386+6.6%
IUHCS&P 500 Healthcare ETF£5,0043.7%+£116+2.4%
CATCaterpillar£4,1843.1%+£2,279+119.7%
VFEGEmerging Markets ETF£3,9582.9%+£546+16.0%
VHYLAllworld Dividend ETF£3,7262.8%+£244+7.0%
GOOGLAlphabet£3,2592.4%+£1,889+138.0%
IUSUS&P 500 Utilities ETF£3,1862.4%-£45-1.4%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
LMTLockheed Martin£985-£125-11.2%
BRK.BBerkshire Hathaway£1,447-£88-5.7%
IUSUS&P 500 Utilities ETF£3,186-£45-1.4%
PGProcter & Gamble£1,763-£34-1.9%
VAGUGlobal Aggregate Bond ETF£2,729-£32-1.2%
JPMJP Morgan£1,488+£4+0.3%
MSFTMicrosoft£2,272+£20+0.9%
HEALHealthcare Innovation ETF£788+£24+3.2%
ATRLAtkinsRealis Group£1,141+£47+4.3%
ORealty Income£712+£60+9.2%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,640 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£17,013+24.0%+£4,08556
LLYEli Lilly£2,078+38.5%+£80029
MSFTMicrosoft£2,272+34.8%+£79154
METAMeta Platforms£2,056+26.0%+£53560
MRKMerck & Co£1,847+17.7%+£32727
DISThe Walt Disney Company£1,253+25.3%+£31729
ATRLAtkinsRealis Group£1,141+25.8%+£29415
GOOGLAlphabet£3,259+8.0%+£26256
LMTLockheed Martin£985+24.9%+£24620
AMZNAmazon£2,224+8.7%+£19364
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound73,98054.7%
Dollar60,06444.4%
CAN Dollar1,1410.8%
Euro150.0%