System
BL // JARVIS
Module
Portfolio
Sync
21 MAY 2026
Day P&L
-£2,552
Day P&L
-£2,552
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 21 MAY 2026
Return on Cash
+£35,797
+35.28%
In Red
-£609
-£180 vs 7 days ago
Win / Loss
33 / 16
67% win rate
◆ Accounts
ISA
£102,957
+£26,042 · +33.9%
Standard
£0
+£0 · +0.0%
EL ISA
£34,292
+£1,716 · +5.3%
ISA Allowance Used
£22,126
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £137,249, Sir — +35.3% on cash invested. Win rate holding at 67% across 49 positions. Potentials pie remains overweight at 0.6% against your 0.5% target — recommend review. Total unrealised loss sitting at £609 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£137,249+£35,797+35.3%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£59,99944.5%43.7%+24.4%+£11,757-1.8%
Diversification ETF£20,22615.0%14.7%+4.4%+£845-1.8%
Single Investment£15,11410.0%11.0%+128.8%+£8,507+10.1%
Diversification Stocks£14,61211.0%10.7%+14.5%+£1,847-3.2%
Investments£14,15910.0%10.3%+35.2%+£3,685+3.2%
Healthcare ETF£8,1776.0%6.0%+5.0%+£391-0.7%
Healthcare Stocks£4,1543.0%3.0%+17.8%+£627+0.9%
Potentials£8100.5%0.6%+13.9%+£99+18.0%
◆ 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£40,89629.8%+£8,623+26.7%
NVDANvidia£15,11411.0%+£8,507+128.8%
VUAGS&P 500 ETF£11,7158.5%+£2,723+30.3%
VEUADeveloped Europe ETF£7,3885.4%+£410+5.9%
IUHCS&P 500 Healthcare ETF£5,3053.9%+£249+4.9%
VHYLAllworld Dividend ETF£3,9702.9%+£280+7.6%
VFEGEmerging Markets ETF£3,9382.9%+£422+12.0%
CATCaterpillar£3,2722.4%+£1,710+109.5%
GOOGLAlphabet£3,2262.4%+£1,856+135.6%
VAGUGlobal Aggregate Bond ETF£2,9362.1%-£21-0.7%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
ATRLAtkinsRealis Group£1,069-£149-12.2%
LMTLockheed Martin£1,260-£94-6.9%
IUSUS&P 500 Utilities ETF£2,651-£79-2.9%
PGProcter & Gamble£1,870-£79-4.0%
JPMJP Morgan£1,700-£39-2.2%
BRK.BBerkshire Hathaway£1,503-£34-2.2%
VAGUGlobal Aggregate Bond ETF£2,936-£21-0.7%
IGLNGold ETF£2,826+£20+0.7%
HEALHealthcare Innovation ETF£823+£27+3.4%
ORealty Income£737+£51+7.5%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,455 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£15,114+24.0%+£3,62956
LLYEli Lilly£2,173+38.5%+£83629
MSFTMicrosoft£2,342+34.8%+£81554
METAMeta Platforms£2,056+26.0%+£53560
MRKMerck & Co£1,980+17.7%+£35127
LMTLockheed Martin£1,260+24.9%+£31420
DISThe Walt Disney Company£1,223+25.3%+£30929
ATRLAtkinsRealis Group£1,069+25.8%+£27515
GOOGLAlphabet£3,226+8.0%+£25956
PGProcter & Gamble£1,870+10.6%+£19822
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound76,69955.9%
Dollar59,46843.3%
CAN Dollar1,0690.8%
Euro140.0%