System
BL // JARVIS
Module
Portfolio
Sync
28 APR 2026
Day P&L
-£3,429
Day P&L
-£3,429
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 28 APR 2026
Return on Cash
+£31,297
+31.00%
In Red
-£295
-£133 vs 7 days ago
Win / Loss
40 / 9
82% win rate
◆ Accounts
ISA
£98,709
+£27,020 · +37.7%
Standard
£0
+£0 · +0.0%
EL ISA
£33,539
+£963 · +3.0%
ISA Allowance Used
£21,876
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £132,249, Sir — +31.0% on cash invested. Win rate holding at 82% across 49 positions. Single Investment pie remains overweight at 13.1% against your 10.0% 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£100,952£132,249+£31,297+31.0%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£55,73844.5%42.1%+22.1%+£10,099-5.3%
Diversification ETF£19,51115.0%14.8%+9.7%+£1,726-1.6%
Single Investment£17,32010.0%13.1%+113.8%+£9,218+31.0%
Diversification Stocks£14,18611.0%10.7%+24.2%+£2,769-2.5%
Investments£13,56910.0%10.3%+30.3%+£3,156+2.6%
Healthcare ETF£7,4766.0%5.7%+4.3%+£310-5.8%
Healthcare Stocks£3,6923.0%2.8%+21.7%+£659-7.0%
Potentials£7570.5%0.6%+6.5%+£46+14.4%
◆ Income & Dividends
Trailing 12 Months
£232
Year to Date
£93
Portfolio Yield
0.18%
Annual Run Rate
£232
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£38,47429.1%+£7,365+23.7%
NVDANvidia£17,32013.1%+£9,218+113.8%
VUAGS&P 500 ETF£11,1668.4%+£2,175+24.2%
VEUADeveloped Europe ETF£6,0984.6%+£560+10.1%
IUHCS&P 500 Healthcare ETF£4,9833.8%+£226+4.7%
VFEGEmerging Markets ETF£3,8332.9%+£421+12.3%
CATCaterpillar£3,7402.8%+£1,836+96.4%
VHYLAllworld Dividend ETF£3,6552.8%+£205+5.9%
IUSUS&P 500 Utilities ETF£3,2412.5%+£269+9.0%
GOOGLAlphabet£2,8912.2%+£1,521+111.1%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
LMTLockheed Martin£998-£66-6.2%
BRK.BBerkshire Hathaway£1,471-£64-4.2%
VAGUGlobal Aggregate Bond ETF£2,730+£0+0.0%
HEALHealthcare Innovation ETF£780+£23+3.0%
DISThe Walt Disney Company£1,204+£45+3.9%
ORealty Income£706+£54+8.3%
WHCAWorld Healthcare ETF£1,712+£61+3.7%
PGProcter & Gamble£1,780+£75+4.4%
ATRLAtkinsRealis Group£1,106+£80+7.8%
WLDSSmall Cap ETF£1,899+£95+5.2%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,661 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£17,320+24.0%+£4,15956
MSFTMicrosoft£2,329+34.8%+£81154
LLYEli Lilly£1,867+38.5%+£71929
METAMeta Platforms£2,274+26.0%+£59160
MRKMerck & Co£1,824+17.7%+£32327
DISThe Walt Disney Company£1,204+25.3%+£30529
ATRLAtkinsRealis Group£1,106+25.8%+£28515
LMTLockheed Martin£998+24.9%+£24920
GOOGLAlphabet£2,891+8.0%+£23256
PGProcter & Gamble£1,780+10.6%+£18922
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound71,93554.4%
Dollar59,19444.8%
CAN Dollar1,1060.8%
Euro140.0%