System
BL // JARVIS
Module
Portfolio
Sync
16 APR 2026
Day P&L
-£2,339
Day P&L
-£2,339
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 16 APR 2026
Return on Cash
+£30,009
+29.73%
In Red
-£208
+£7 vs 7 days ago
Win / Loss
43 / 6
88% win rate
◆ Accounts
ISA
£97,375
+£25,685 · +35.8%
Standard
£0
+£0 · +0.0%
EL ISA
£33,586
+£1,010 · +3.1%
ISA Allowance Used
£21,876
of £40,000 this tax year
JARVIS · Daily Brief
Your portfolio gained £12,671 this week—a robust 10.71% swing—bringing total value to £130,961 with a 29.73% return; the strength here is genuine breadth, with 43 winners against only 6 losers and an 87.8% win rate that suggests sound positioning rather than luck. NVDA's outsized 102% return anchors the top holdings alongside VWRP's steady 22.86%, though the Single Investment pie has drifted 25% above target at 12.5% of portfolio weight, Sir, which warrants rebalancing to prevent concentration risk. The eighteen positions still in red total only £208 in aggregate losses—immaterial noise—while your ISA structure (£130,961 sheltered across ISA and EL_ISA) continues to work efficiently. Slight drift on Potentials is negligible at 12 basis points above target. 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£130,961+£30,009+29.7%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£55,41044.5%42.3%+21.4%+£9,771-4.9%
Diversification ETF£19,57315.0%14.9%+10.1%+£1,787-0.4%
Single Investment£16,36810.0%12.5%+102.0%+£8,266+25.0%
Diversification Stocks£13,99011.0%10.7%+22.5%+£2,573-2.9%
Investments£13,42610.0%10.2%+28.9%+£3,013+2.5%
Healthcare ETF£7,6516.0%5.8%+6.8%+£485-2.6%
Healthcare Stocks£3,8083.0%2.9%+25.5%+£775-3.1%
Potentials£7360.5%0.6%+3.6%+£25+12.4%
◆ 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£38,21929.2%+£7,111+22.9%
NVDANvidia£16,36812.5%+£8,266+102.0%
VUAGS&P 500 ETF£10,9998.4%+£2,008+22.3%
VEUADeveloped Europe ETF£6,1924.7%+£653+11.8%
IUHCS&P 500 Healthcare ETF£5,0873.9%+£329+6.9%
VFEGEmerging Markets ETF£3,8092.9%+£396+11.6%
VHYLAllworld Dividend ETF£3,6872.8%+£237+6.9%
CATCaterpillar£3,4792.7%+£1,575+82.7%
IUSUS&P 500 Utilities ETF£3,2352.5%+£263+8.8%
GOOGLAlphabet£2,7772.1%+£1,408+102.8%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
BRK.BBerkshire Hathaway£1,467-£68-4.4%
PGProcter & Gamble£1,718+£12+0.7%
VAGUGlobal Aggregate Bond ETF£2,742+£13+0.5%
HEALHealthcare Innovation ETF£806+£49+6.5%
DISThe Walt Disney Company£1,209+£50+4.3%
ORealty Income£719+£67+10.3%
ATRLAtkinsRealis Group£1,095+£70+6.8%
WLDSSmall Cap ETF£1,891+£87+4.8%
MSFTMicrosoft£2,313+£100+4.5%
LMTLockheed Martin£1,164+£100+9.4%
◆ Analyst Upside · Top 10
Potential Upside
Total: £10,381 · Source: Yahoo Finance (fetched 16-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£16,368+35.1%+£5,74056
MSFTMicrosoft£2,313+41.3%+£95454
LLYEli Lilly£1,908+33.7%+£64329
METAMeta Platforms£2,278+27.4%+£62460
GOOGLAlphabet£2,777+11.6%+£32156
DISThe Walt Disney Company£1,209+24.6%+£29829
ATRLAtkinsRealis Group£1,095+24.6%+£26915
AMZNAmazon£2,021+13.1%+£26564
PGProcter & Gamble£1,718+14.6%+£25122
MRKMerck & Co£1,899+10.1%+£19227
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound71,62054.7%
Dollar58,23144.5%
CAN Dollar1,0950.8%
Euro150.0%