System
BL // JARVIS
Module
Portfolio
Sync
12 MAY 2026
Day P&L
-£2,764
Day P&L
-£2,764
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 12 MAY 2026
Return on Cash
+£34,403
+33.99%
In Red
-£669
-£366 vs 7 days ago
Win / Loss
36 / 13
73% win rate
◆ Accounts
ISA
£101,605
+£25,907 · +34.2%
Standard
£0
+£0 · +0.0%
EL ISA
£34,000
+£1,423 · +4.4%
ISA Allowance Used
£22,126
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £135,605, Sir — +34.0% on cash invested. Win rate holding at 73% across 49 positions. Potentials pie remains overweight at 0.6% against your 0.5% target — recommend review. Total unrealised loss sitting at £669 across 26 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£101,202£135,605+£34,403+34.0%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£58,46544.5%43.1%+23.0%+£10,942-3.1%
Diversification ETF£19,92415.0%14.7%+4.6%+£873-2.0%
Single Investment£16,18910.0%11.9%+123.6%+£8,948+19.4%
Diversification Stocks£14,49811.0%10.7%+18.9%+£2,310-2.8%
Investments£14,03510.0%10.3%+34.0%+£3,561+3.5%
Healthcare ETF£7,7026.0%5.7%+1.4%+£103-5.3%
Healthcare Stocks£3,9553.0%2.9%+13.4%+£467-2.8%
Potentials£8370.5%0.6%+17.7%+£126+23.4%
◆ Income & Dividends
Trailing 12 Months
£240
Year to Date
£102
Portfolio Yield
0.18%
Annual Run Rate
£240
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£49
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£40,16929.6%+£8,145+25.4%
NVDANvidia£16,18911.9%+£8,948+123.6%
VUAGS&P 500 ETF£11,5028.5%+£2,510+27.9%
VEUADeveloped Europe ETF£6,7955.0%+£287+4.4%
IUHCS&P 500 Healthcare ETF£5,0093.7%+£47+0.9%
CATCaterpillar£4,1213.0%+£2,217+116.4%
VFEGEmerging Markets ETF£3,9372.9%+£510+14.9%
VHYLAllworld Dividend ETF£3,7702.8%+£218+6.1%
GOOGLAlphabet£3,2202.4%+£1,851+135.2%
IUSUS&P 500 Utilities ETF£3,1292.3%-£102-3.1%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
LMTLockheed Martin£1,025-£134-11.6%
PGProcter & Gamble£1,714-£103-5.7%
IUSUS&P 500 Utilities ETF£3,129-£102-3.1%
JPMJP Morgan£1,448-£75-4.9%
BRK.BBerkshire Hathaway£1,471-£65-4.2%
VAGUGlobal Aggregate Bond ETF£2,781-£46-1.6%
ATRLAtkinsRealis Group£1,065-£33-3.0%
MSFTMicrosoft£2,249-£4-0.2%
HEALHealthcare Innovation ETF£778+£14+1.8%
ORealty Income£695+£40+6.0%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,417 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£16,189+24.0%+£3,88756
LLYEli Lilly£2,051+38.5%+£78929
MSFTMicrosoft£2,249+34.8%+£78354
METAMeta Platforms£2,016+26.0%+£52460
MRKMerck & Co£1,904+17.7%+£33727
DISThe Walt Disney Company£1,211+25.3%+£30629
ATRLAtkinsRealis Group£1,065+25.8%+£27415
GOOGLAlphabet£3,220+8.0%+£25956
LMTLockheed Martin£1,024+24.9%+£25520
AMZNAmazon£2,201+8.7%+£19164
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound75,10055.4%
Dollar59,42443.8%
CAN Dollar1,0650.8%
Euro150.0%