System
BL // JARVIS
Module
Portfolio
Sync
23 APR 2026
Day P&L
-£2,011
Day P&L
-£2,011
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 23 APR 2026
Return on Cash
+£31,083
+30.79%
In Red
-£275
-£67 vs 7 days ago
Win / Loss
43 / 6
88% win rate
◆ Accounts
ISA
£98,388
+£26,698 · +37.2%
Standard
£0
+£0 · +0.0%
EL ISA
£33,647
+£1,071 · +3.3%
ISA Allowance Used
£21,876
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £132,035, Sir — +30.8% on cash invested. Win rate holding at 88% across 49 positions. Single Investment pie remains overweight at 12.7% 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£132,035+£31,083+30.8%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£55,85644.5%42.3%+22.4%+£10,217-4.9%
Diversification ETF£19,53615.0%14.8%+9.8%+£1,750-1.4%
Single Investment£16,71910.0%12.7%+106.3%+£8,616+26.6%
Diversification Stocks£14,05011.0%10.6%+23.1%+£2,633-3.3%
Investments£13,66010.0%10.3%+31.2%+£3,247+3.5%
Healthcare ETF£7,6276.0%5.8%+6.4%+£461-3.7%
Healthcare Stocks£3,8093.0%2.9%+25.6%+£776-3.9%
Potentials£7790.5%0.6%+9.6%+£68+18.0%
◆ Income & Dividends
Trailing 12 Months
£234
Year to Date
£93
Portfolio Yield
0.18%
Annual Run Rate
£234
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£38,54929.2%+£7,441+23.9%
NVDANvidia£16,71912.7%+£8,616+106.3%
VUAGS&P 500 ETF£11,1558.4%+£2,164+24.1%
VEUADeveloped Europe ETF£6,1524.7%+£613+11.1%
IUHCS&P 500 Healthcare ETF£5,0813.9%+£323+6.8%
VFEGEmerging Markets ETF£3,8452.9%+£432+12.7%
CATCaterpillar£3,6822.8%+£1,778+93.3%
VHYLAllworld Dividend ETF£3,6782.8%+£228+6.6%
IUSUS&P 500 Utilities ETF£3,1752.4%+£202+6.8%
GOOGLAlphabet£2,8022.1%+£1,432+104.6%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
BRK.BBerkshire Hathaway£1,446-£89-5.8%
LMTLockheed Martin£1,073+£9+0.9%
PGProcter & Gamble£1,717+£12+0.7%
VAGUGlobal Aggregate Bond ETF£2,753+£23+0.8%
HEALHealthcare Innovation ETF£802+£44+5.9%
ATRLAtkinsRealis Group£1,083+£58+5.7%
ORealty Income£711+£59+9.0%
DISThe Walt Disney Company£1,226+£67+5.8%
WHCAWorld Healthcare ETF£1,745+£94+5.7%
WLDSSmall Cap ETF£1,914+£110+6.1%
◆ Analyst Upside · Top 10
Potential Upside
Total: £9,936 · Source: Yahoo Finance (fetched 23-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£16,719+32.6%+£5,45956
MSFTMicrosoft£2,397+33.9%+£81254
LLYEli Lilly£1,957+31.3%+£61229
METAMeta Platforms£2,282+26.7%+£61060
GOOGLAlphabet£2,802+11.0%+£30856
ATRLAtkinsRealis Group£1,083+27.4%+£29715
MRKMerck & Co£1,852+15.0%+£27827
DISThe Walt Disney Company£1,226+22.4%+£27429
PGProcter & Gamble£1,717+14.8%+£25422
AMZNAmazon£2,083+10.7%+£22264
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound72,04054.6%
Dollar58,89744.6%
CAN Dollar1,0830.8%
Euro150.0%