System
BL // JARVIS
Module
Portfolio
Sync
22 APR 2026
Day P&L
-£2,563
Day P&L
-£2,563
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 22 APR 2026
Return on Cash
+£30,948
+30.66%
In Red
-£270
-£31 vs 7 days ago
Win / Loss
44 / 5
90% win rate
◆ Accounts
ISA
£98,250
+£26,560 · +37.0%
Standard
£0
+£0 · +0.0%
EL ISA
£33,650
+£1,073 · +3.3%
ISA Allowance Used
£21,876
of £40,000 this tax year
JARVIS · Daily Brief
Your portfolio absorbed a modest £906 retreat this week—a -0.68% pullback that barely registers against your 30.66% year-to-date gain, Sir, so noise rather than signal. The core holdings remain robust: VWRP and NVDA are carrying the load at £38.5k and £16.6k respectively, with NVDA's 105% return doing the heavy lifting, while your 89.8% win rate across 44 positions confirms disciplined stock selection despite 16 holdings currently underwater. The allocation drift in Single Investment has crept to 26% overweight against your 10% target—at £38.5k this now represents material concentration risk worth trimming at the next rebalance window. Your ISA structure is well-optimised at £98.25k across tax-sheltered accounts, and the £30.9k profit cushion leaves room for tactical adjustments without tax friction. 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£131,900+£30,948+30.7%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£55,85644.5%42.4%+22.4%+£10,217-4.8%
Diversification ETF£19,53515.0%14.8%+9.8%+£1,750-1.3%
Single Investment£16,62110.0%12.6%+105.1%+£8,518+26.0%
Diversification Stocks£14,06211.0%10.7%+23.2%+£2,645-3.1%
Investments£13,62210.0%10.3%+30.8%+£3,209+3.3%
Healthcare ETF£7,6286.0%5.8%+6.5%+£462-3.6%
Healthcare Stocks£3,7963.0%2.9%+25.2%+£763-4.1%
Potentials£7790.5%0.6%+9.6%+£68+18.1%
◆ 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£38,54929.2%+£7,441+23.9%
NVDANvidia£16,62112.6%+£8,518+105.1%
VUAGS&P 500 ETF£11,1558.5%+£2,164+24.1%
VEUADeveloped Europe ETF£6,1524.7%+£613+11.1%
IUHCS&P 500 Healthcare ETF£5,0813.9%+£323+6.8%
VFEGEmerging Markets ETF£3,8452.9%+£432+12.7%
CATCaterpillar£3,6852.8%+£1,781+93.5%
VHYLAllworld Dividend ETF£3,6782.8%+£228+6.6%
IUSUS&P 500 Utilities ETF£3,1752.4%+£202+6.8%
GOOGLAlphabet£2,7842.1%+£1,415+103.3%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
BRK.BBerkshire Hathaway£1,447-£87-5.7%
PGProcter & Gamble£1,713+£8+0.5%
LMTLockheed Martin£1,072+£9+0.8%
VAGUGlobal Aggregate Bond ETF£2,752+£23+0.8%
HEALHealthcare Innovation ETF£803+£46+6.1%
ATRLAtkinsRealis Group£1,080+£54+5.3%
ORealty Income£713+£61+9.4%
DISThe Walt Disney Company£1,222+£64+5.5%
WHCAWorld Healthcare ETF£1,745+£94+5.7%
WLDSSmall Cap ETF£1,914+£110+6.1%
◆ Analyst Upside · Top 10
Potential Upside
Total: £9,902 · Source: Yahoo Finance (fetched 21-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£16,621+32.9%+£5,47556
MSFTMicrosoft£2,392+38.6%+£92454
METAMeta Platforms£2,283+27.6%+£62960
LLYEli Lilly£1,951+31.5%+£61529
GOOGLAlphabet£2,784+11.6%+£32256
ATRLAtkinsRealis Group£1,080+26.1%+£28215
AMZNAmazon£2,059+13.2%+£27364
DISThe Walt Disney Company£1,222+20.8%+£25429
PGProcter & Gamble£1,713+13.6%+£23422
MRKMerck & Co£1,845+10.9%+£20027
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound72,04054.6%
Dollar58,76644.6%
CAN Dollar1,0800.8%
Euro150.0%