System
BL // JARVIS
Module
Portfolio
Sync
29 APR 2026
Day P&L
-£2,750
Day P&L
-£2,750
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 29 APR 2026
Return on Cash
+£31,191
+30.90%
In Red
-£295
-£25 vs 7 days ago
Win / Loss
38 / 11
78% win rate
◆ Accounts
ISA
£98,648
+£26,958 · +37.6%
Standard
£0
+£0 · +0.0%
EL ISA
£33,495
+£919 · +2.8%
ISA Allowance Used
£21,876
of £40,000 this tax year
JARVIS · Daily Brief
The portfolio retreated £2,320 this week—a modest 1.73% pullback that sits well within normal volatility for a £132k position running a 30.9% annual return, Sir. Your 77.6% win rate across 38 gainers versus 11 losers remains robust, though 22 positions are currently underwater by £295 aggregate, suggesting some consolidation in smaller holdings rather than systemic weakness. NVDA's exceptional 113.51% return has amplified your Single Investment allocation to 13.09% against a 10% target, representing 31% drift—the largest structural imbalance in your portfolio and worth trimming if conviction hasn't materially strengthened. Your core holdings remain sound with VWRP and VUAG both delivering solid double-digit returns, and the ISA/EL ISA split maintains tax efficiency. All systems nominal, but rebalance Single Investment within the week if thesis remains unchanged.
◆ 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£132,143+£31,191+30.9%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£55,60344.5%42.1%+21.8%+£9,964-5.4%
Diversification ETF£19,48315.0%14.7%+9.6%+£1,698-1.7%
Single Investment£17,30010.0%13.1%+113.5%+£9,197+30.9%
Diversification Stocks£14,24211.0%10.8%+24.7%+£2,825-2.0%
Investments£13,61210.0%10.3%+30.7%+£3,199+3.0%
Healthcare ETF£7,4916.0%5.7%+4.5%+£325-5.5%
Healthcare Stocks£3,6763.0%2.8%+21.2%+£644-7.3%
Potentials£7350.5%0.6%+3.4%+£24+11.2%
◆ 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£38,37029.0%+£7,261+23.3%
NVDANvidia£17,30013.1%+£9,197+113.5%
VUAGS&P 500 ETF£11,1498.4%+£2,157+24.0%
VEUADeveloped Europe ETF£6,0854.6%+£546+9.9%
IUHCS&P 500 Healthcare ETF£5,0023.8%+£244+5.1%
VFEGEmerging Markets ETF£3,8032.9%+£390+11.4%
CATCaterpillar£3,7082.8%+£1,804+94.8%
VHYLAllworld Dividend ETF£3,6712.8%+£222+6.4%
IUSUS&P 500 Utilities ETF£3,2612.5%+£289+9.7%
GOOGLAlphabet£2,8852.2%+£1,515+110.7%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
LMTLockheed Martin£985-£79-7.4%
BRK.BBerkshire Hathaway£1,486-£49-3.2%
VAGUGlobal Aggregate Bond ETF£2,738+£9+0.3%
HEALHealthcare Innovation ETF£771+£14+1.9%
DISThe Walt Disney Company£1,190+£31+2.7%
ATRLAtkinsRealis Group£1,077+£52+5.1%
ORealty Income£708+£56+8.7%
WHCAWorld Healthcare ETF£1,718+£67+4.0%
WLDSSmall Cap ETF£1,891+£87+4.8%
PGProcter & Gamble£1,815+£110+6.5%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,661 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£17,300+24.0%+£4,15456
MSFTMicrosoft£2,363+34.8%+£82254
LLYEli Lilly£1,848+38.5%+£71129
METAMeta Platforms£2,260+26.0%+£58860
MRKMerck & Co£1,829+17.7%+£32427
DISThe Walt Disney Company£1,190+25.3%+£30129
ATRLAtkinsRealis Group£1,077+25.8%+£27815
LMTLockheed Martin£985+24.9%+£24620
GOOGLAlphabet£2,885+8.0%+£23256
PGProcter & Gamble£1,815+10.6%+£19222
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound71,80854.3%
Dollar59,24344.8%
CAN Dollar1,0770.8%
Euro140.0%