System
BL // JARVIS
Module
Portfolio
Sync
24 MAY 2026
Day P&L
+£2,128
Day P&L
+£2,128
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 24 MAY 2026
Return on Cash
+£37,982
+36.66%
In Red
-£442
+£17 vs 7 days ago
Win / Loss
35 / 17
67% win rate
◆ Accounts
ISA
£104,857
+£25,351 · +31.9%
Standard
£2,134
-£16 · -0.8%
EL ISA
£34,594
+£2,017 · +6.2%
ISA Allowance Used
£22,126
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £141,584, Sir — +36.7% on cash invested. Win rate holding at 67% across 52 positions. Potentials pie remains overweight at 0.6% against your 0.5% 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£103,602£141,584+£37,982+36.7%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£60,43344.5%42.7%+25.3%+£12,191-4.1%
Diversification ETF£20,34915.0%14.4%+5.0%+£968-4.2%
Diversification Stocks£17,76111.0%12.5%+12.8%+£2,008+14.0%
Semiconductors£17,70112.5%+81.7%+£7,960
Convictions£11,3418.0%+31.2%+£2,700
Healthcare ETF£8,2876.0%5.8%+6.4%+£501-2.5%
Healthcare Stocks£4,8703.0%3.4%+22.4%+£893+14.7%
Potentials£8410.5%0.6%+18.4%+£131+18.8%
◆ Income & Dividends
Trailing 12 Months
£257
Year to Date
£120
Portfolio Yield
0.18%
Annual Run Rate
£257
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£52
METMetLife£34
VHYLVanguard FTSE All-World High Dividend Yield£27
PGProcter & Gamble£22
CATCaterpillar£21
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£41,19129.1%+£8,918+27.6%
NVDANvidia£14,57210.3%+£7,965+120.5%
VUAGS&P 500 ETF£11,8038.3%+£2,811+31.3%
VEUADeveloped Europe ETF£7,4405.2%+£462+6.6%
IUHCS&P 500 Healthcare ETF£5,3893.8%+£333+6.6%
VFEGEmerging Markets ETF£4,1022.9%+£455+12.5%
VHYLAllworld Dividend ETF£4,0692.9%+£315+8.4%
XOMExxon Mobil£3,1902.2%+£780+32.4%
IGLNGold ETF£3,1432.2%+£12+0.4%
VAGUGlobal Aggregate Bond ETF£3,0732.2%-£14-0.5%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
ATRLAtkinsRealis Group£1,092-£126-10.3%
LMTLockheed Martin£2,008-£58-2.8%
PGProcter & Gamble£1,928-£51-2.6%
IUSUS&P 500 Utilities ETF£2,031-£49-2.3%
TSMTaiwan Semiconductors£2,134-£16-0.8%
BRK.BBerkshire Hathaway£1,705-£15-0.9%
VAGUGlobal Aggregate Bond ETF£3,073-£14-0.5%
JPMJP Morgan£1,767-£13-0.7%
AMATApplied Materials£496-£3-0.6%
JNJJohnson & Johnson£450-£0-0.0%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,912 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£14,572+24.0%+£3,49956
MSFTMicrosoft£2,829+34.8%+£98554
LLYEli Lilly£2,273+38.5%+£87529
METAMeta Platforms£2,474+26.0%+£64460
LMTLockheed Martin£2,008+24.9%+£50120
XOMExxon Mobil£3,190+12.1%+£38622
MRKMerck & Co£2,147+17.7%+£38027
DISThe Walt Disney Company£1,221+25.3%+£30929
ATRLAtkinsRealis Group£1,092+25.8%+£28115
PGProcter & Gamble£1,928+10.6%+£20422
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound76,82654.3%
Dollar63,65245.0%
CAN Dollar1,0920.8%
Euro150.0%