System
BL // JARVIS
Module
Portfolio
Sync
17 JUL 2026
Day P&L
+£7,404
Day P&L
+£7,404
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 17 JUL 2026
Return on Cash
+£40,313
+33.82%
In Red
-£802
-£7 vs 7 days ago
Win / Loss
36 / 11
77% win rate
◆ Accounts
ISA
£116,813
+£26,035 · +28.7%
Standard
£2,228
+£78 · +3.6%
EL ISA
£40,475
+£2,794 · +7.4%
ISA Allowance Used
£37,726
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £159,515, Sir — +33.8% on cash invested. Win rate holding at 77% across 47 positions. Healthcare ETF pie remains overweight at 5.7% against your 4.5% target — recommend review. Total unrealised loss sitting at £802 across 17 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£119,202£159,515+£40,313+33.8%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
Core ETFs£69,69744.0%43.7%+23.8%+£13,417-0.7%
Diversification ETF£21,52714.0%13.5%+4.1%+£843-3.6%
Diversification Stocks£20,51213.0%12.9%+10.4%+£1,941-1.1%
Semiconductors£18,39612.0%11.5%+68.9%+£7,506-3.9%
Convictions£11,9508.0%7.5%+25.9%+£2,458-6.4%
Healthcare ETF£9,1544.5%5.7%+14.6%+£1,166+27.5%
Healthcare Stocks£7,5624.5%4.7%+25.2%+£1,521+5.3%
Potentials£7180.5%0.5%+8.2%+£54-9.9%
◆ Income & Dividends
Trailing 12 Months
£374
Year to Date
£246
Portfolio Yield
0.23%
Annual Run Rate
£374
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£55
VHYLVanguard FTSE All-World High Dividend Yield (Dist)£47
METMetLife£34
VHYLVanguard FTSE All-World High Dividend Yield£27
NEENextEra Energy£26
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£45,75028.7%+£9,711+26.9%
VUAGS&P 500 ETF£13,8378.7%+£3,113+29.0%
NVDANvidia£13,8098.7%+£7,194+108.7%
VEUADeveloped Europe ETF£10,1106.3%+£593+6.2%
IUHCS&P 500 Healthcare ETF£5,8153.6%+£760+15.0%
VFEGEmerging Markets ETF£5,1453.2%+£489+10.5%
VHYLAllworld Dividend ETF£4,5632.9%+£383+9.2%
LMTLockheed Martin£3,7312.3%-£121-3.1%
IGLNGold ETF£3,6692.3%-£375-9.3%
VAGUGlobal Aggregate Bond ETF£3,0981.9%+£5+0.1%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
IGLNGold ETF£3,669-£375-9.3%
LMTLockheed Martin£3,731-£121-3.1%
MSFTMicrosoft£2,773-£100-3.5%
AVGOBroadcom£957-£95-9.0%
DISThe Walt Disney Company£1,142-£29-2.5%
DISThe Walt Disney Company£36-£1-2.9%
VAGUGlobal Aggregate Bond ETF£3,098+£5+0.1%
PGProcter & Gamble£2,805+£38+1.4%
AAPLApple£266+£48+22.2%
BRK.BBerkshire Hathaway£2,408+£52+2.2%
◆ Analyst Upside · Top 10
Potential Upside
Total: £12,996 · Source: Yahoo Finance (fetched 14-07-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£13,809+48.2%+£6,65558
MSFTMicrosoft£2,773+43.2%+£1,19855
METAMeta Platforms£2,789+25.9%+£72258
LMTLockheed Martin£3,731+18.7%+£69619
AMZNAmazon£2,363+27.1%+£64061
GOOGLAlphabet£2,348+22.5%+£52853
TSMTaiwan Semiconductors£2,228+18.2%+£40518
XOMExxon Mobil£2,273+15.8%+£36021
AVGOBroadcom£957+36.4%+£34845
PGProcter & Gamble£2,805+10.2%+£28523
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound86,77554.4%
Dollar72,74145.6%