System
BL // JARVIS
Module
Portfolio
Sync
20 MAY 2026
Day P&L
-£2,468
Day P&L
-£2,468
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 20 MAY 2026
Return on Cash
+£35,674
+35.16%
In Red
-£602
-£145 vs 7 days ago
Win / Loss
34 / 15
69% win rate
◆ Accounts
ISA
£102,883
+£25,968 · +33.8%
Standard
£0
+£0 · +0.0%
EL ISA
£34,244
+£1,667 · +5.1%
ISA Allowance Used
£22,126
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £137,127, Sir — +35.2% on cash invested. Win rate holding at 69% across 49 positions. Potentials pie remains overweight at 0.6% against your 0.5% target — recommend review. Total unrealised loss sitting at £602 across 28 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£101,452£137,127+£35,674+35.2%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£59,84544.5%43.6%+24.1%+£11,603-1.9%
Diversification ETF£20,23515.0%14.8%+4.4%+£854-1.6%
Single Investment£15,21110.0%11.1%+130.2%+£8,604+10.9%
Diversification Stocks£14,66811.0%10.7%+14.9%+£1,904-2.8%
Investments£14,08810.0%10.3%+34.5%+£3,614+2.7%
Healthcare ETF£8,1336.0%5.9%+4.5%+£347-1.1%
Healthcare Stocks£4,1343.0%3.0%+17.2%+£607+0.5%
Potentials£8130.5%0.6%+14.4%+£102+18.6%
◆ Income & Dividends
Trailing 12 Months
£249
Year to Date
£111
Portfolio Yield
0.18%
Annual Run Rate
£249
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£49
METMetLife£34
VHYLVanguard FTSE All-World High Dividend Yield£27
PGProcter & Gamble£22
MRKMerck & Co£20
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£40,79529.8%+£8,523+26.4%
NVDANvidia£15,21111.1%+£8,604+130.2%
VUAGS&P 500 ETF£11,6698.5%+£2,677+29.8%
VEUADeveloped Europe ETF£7,3815.4%+£403+5.8%
IUHCS&P 500 Healthcare ETF£5,2803.9%+£225+4.4%
VHYLAllworld Dividend ETF£3,9722.9%+£282+7.7%
VFEGEmerging Markets ETF£3,9482.9%+£431+12.3%
CATCaterpillar£3,2842.4%+£1,722+110.3%
GOOGLAlphabet£3,2052.3%+£1,836+134.1%
VAGUGlobal Aggregate Bond ETF£2,9362.1%-£21-0.7%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
ATRLAtkinsRealis Group£1,081-£136-11.2%
LMTLockheed Martin£1,257-£96-7.1%
IUSUS&P 500 Utilities ETF£2,639-£91-3.3%
PGProcter & Gamble£1,875-£74-3.8%
JPMJP Morgan£1,699-£40-2.3%
BRK.BBerkshire Hathaway£1,500-£37-2.4%
VAGUGlobal Aggregate Bond ETF£2,936-£21-0.7%
HEALHealthcare Innovation ETF£816+£20+2.5%
IGLNGold ETF£2,831+£24+0.8%
ORealty Income£734+£48+7.0%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,463 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£15,211+24.0%+£3,65256
LLYEli Lilly£2,147+38.5%+£82629
MSFTMicrosoft£2,320+34.8%+£80754
METAMeta Platforms£2,061+26.0%+£53660
MRKMerck & Co£1,988+17.7%+£35227
LMTLockheed Martin£1,257+24.9%+£31320
DISThe Walt Disney Company£1,224+25.3%+£31029
ATRLAtkinsRealis Group£1,081+25.8%+£27915
GOOGLAlphabet£3,205+8.0%+£25856
PGProcter & Gamble£1,875+10.6%+£19922
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound76,53755.8%
Dollar59,49343.4%
CAN Dollar1,0810.8%
Euro140.0%