System
BL // JARVIS
Module
Portfolio
Sync
17 JUN 2026
Day P&L
+£6,516
Day P&L
+£6,516
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 17 JUN 2026
Return on Cash
+£40,395
+33.99%
In Red
-£469
+£150 vs 7 days ago
Win / Loss
40 / 6
87% win rate
◆ Accounts
ISA
£116,743
+£26,003 · +28.7%
Standard
£2,268
+£118 · +5.5%
EL ISA
£40,236
+£2,934 · +7.9%
ISA Allowance Used
£37,376
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £159,247, Sir — +34.0% on cash invested. Win rate holding at 87% across 46 positions. Healthcare ETF pie remains overweight at 5.4% against your 4.5% 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£118,852£159,247+£40,395+34.0%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
Core ETFs£69,71744.0%43.8%+24.6%+£13,787-0.5%
Diversification ETF£21,81314.0%13.7%+5.7%+£1,180-2.2%
Diversification Stocks£20,66313.0%13.0%+11.3%+£2,093-0.2%
Semiconductors£18,77012.0%11.8%+72.5%+£7,891-1.8%
Convictions£11,7248.0%7.4%+23.5%+£2,232-8.0%
Healthcare ETF£8,6594.5%5.4%+8.4%+£670+20.8%
Healthcare Stocks£7,0394.5%4.4%+16.5%+£998-1.8%
Potentials£8620.5%0.5%+30.9%+£203+8.3%
◆ Income & Dividends
Trailing 12 Months
£295
Year to Date
£164
Portfolio Yield
0.19%
Annual Run Rate
£295
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£55
METMetLife£34
VHYLVanguard FTSE All-World High Dividend Yield£27
PGProcter & Gamble£25
XOMExxon Mobil£24
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£45,79928.8%+£10,023+28.0%
NVDANvidia£14,1638.9%+£7,555+114.3%
VUAGS&P 500 ETF£13,8408.7%+£3,116+29.1%
VEUADeveloped Europe ETF£10,0786.3%+£648+6.9%
IUHCS&P 500 Healthcare ETF£5,5073.5%+£452+8.9%
VFEGEmerging Markets ETF£5,2203.3%+£576+12.4%
VHYLAllworld Dividend ETF£4,5792.9%+£410+9.8%
IGLNGold ETF£3,8762.4%-£159-3.9%
LMTLockheed Martin£3,8442.4%-£9-0.2%
VAGUGlobal Aggregate Bond ETF£3,1031.9%+£17+0.5%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
IGLNGold ETF£3,876-£159-3.9%
AVGOBroadcom£942-£109-10.4%
MSFTMicrosoft£2,782-£91-3.2%
LMTLockheed Martin£3,844-£9-0.2%
DISThe Walt Disney Company£38+£1+2.0%
VAGUGlobal Aggregate Bond ETF£3,103+£17+0.5%
DISThe Walt Disney Company£1,199+£28+2.4%
AAPLApple£249+£32+14.7%
HEALHealthcare Innovation ETF£848+£51+6.5%
BRK.BBerkshire Hathaway£2,414+£58+2.5%
◆ Analyst Upside · Top 10
Potential Upside
Total: £12,118 · Source: Yahoo Finance (fetched 16-06-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£14,163+42.8%+£6,05659
MSFTMicrosoft£2,782+43.0%+£1,19555
METAMeta Platforms£2,522+39.0%+£98359
LMTLockheed Martin£3,844+16.3%+£62719
AMZNAmazon£2,366+26.1%+£61863
XOMExxon Mobil£2,223+20.1%+£44622
GOOGLAlphabet£2,480+16.3%+£40453
AVGOBroadcom£942+37.4%+£35245
NEENextEra Energy£2,144+12.8%+£27519
MRKMerck & Co£2,018+12.8%+£25827
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound86,74854.5%
Dollar72,48345.5%
Euro160.0%