System
BL // JARVIS
Module
Portfolio
Sync
24 MAY 2026
Day P&L
+£1,971
Day P&L
+£1,971
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 24 MAY 2026
Return on Cash
+£37,824
+36.51%
In Red
-£480
+£17 vs 7 days ago
Win / Loss
35 / 17
67% win rate
◆ Accounts
ISA
£104,721
+£25,215 · +31.7%
Standard
£2,129
-£21 · -1.0%
EL ISA
£34,577
+£2,000 · +6.1%
ISA Allowance Used
£22,126
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £141,427, Sir — +36.5% on cash invested. Win rate holding at 67% across 52 positions. Healthcare ETF pie remains overweight at 5.8% against your 4.0% 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£103,602£141,427+£37,824+36.5%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£60,43344.0%42.7%+25.3%+£12,191-2.9%
Diversification ETF£20,33414.0%14.4%+4.9%+£953+2.7%
Diversification Stocks£17,72113.0%12.5%+12.5%+£1,968-3.6%
Semiconductors£17,65712.0%12.5%+81.3%+£7,916+4.0%
Convictions£11,3138.0%8.0%+30.9%+£2,671-0.0%
Healthcare ETF£8,2714.0%5.8%+6.2%+£485+46.2%
Healthcare Stocks£4,8585.0%3.4%+22.1%+£881-31.3%
Potentials£8400.5%0.6%+18.1%+£129+18.7%
◆ Income & Dividends
Trailing 12 Months
£257
Year to Date
£120
Portfolio Yield
0.18%
Annual Run Rate
£257
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£52
METMetLife£34
VHYLVanguard FTSE All-World High Dividend Yield£27
PGProcter & Gamble£22
CATCaterpillar£21
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£41,19129.1%+£8,918+27.6%
NVDANvidia£14,53610.3%+£7,929+120.0%
VUAGS&P 500 ETF£11,8038.3%+£2,811+31.3%
VEUADeveloped Europe ETF£7,4405.3%+£462+6.6%
IUHCS&P 500 Healthcare ETF£5,3753.8%+£319+6.3%
VFEGEmerging Markets ETF£4,1022.9%+£455+12.5%
VHYLAllworld Dividend ETF£4,0692.9%+£315+8.4%
XOMExxon Mobil£3,1822.2%+£772+32.0%
IGLNGold ETF£3,1352.2%+£4+0.1%
VAGUGlobal Aggregate Bond ETF£3,0652.2%-£22-0.7%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
ATRLAtkinsRealis Group£1,093-£125-10.2%
LMTLockheed Martin£2,003-£63-3.0%
PGProcter & Gamble£1,923-£56-2.8%
IUSUS&P 500 Utilities ETF£2,031-£49-2.3%
VAGUGlobal Aggregate Bond ETF£3,065-£22-0.7%
TSMTaiwan Semiconductors£2,129-£21-1.0%
BRK.BBerkshire Hathaway£1,700-£20-1.1%
JPMJP Morgan£1,762-£17-1.0%
AMATApplied Materials£495-£4-0.8%
JNJJohnson & Johnson£449-£1-0.2%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,891 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£14,536+24.0%+£3,49056
MSFTMicrosoft£2,822+34.8%+£98254
LLYEli Lilly£2,267+38.5%+£87229
METAMeta Platforms£2,468+26.0%+£64260
LMTLockheed Martin£2,003+24.9%+£49920
XOMExxon Mobil£3,182+12.1%+£38522
MRKMerck & Co£2,141+17.7%+£37927
DISThe Walt Disney Company£1,218+25.3%+£30829
ATRLAtkinsRealis Group£1,093+25.8%+£28215
PGProcter & Gamble£1,923+10.6%+£20422
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound76,82654.3%
Dollar63,49344.9%
CAN Dollar1,0930.8%
Euro150.0%