System
BL // JARVIS
Module
Portfolio
Sync
9 JUN 2026
Day P&L
+£6,227
Day P&L
+£6,227
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 9 JUN 2026
Return on Cash
+£38,885
+32.72%
In Red
-£418
+£230 vs 7 days ago
Win / Loss
38 / 12
76% win rate
◆ Accounts
ISA
£115,786
+£25,020 · +27.6%
Standard
£2,279
+£129 · +6.0%
EL ISA
£39,672
+£2,370 · +6.3%
ISA Allowance Used
£37,376
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £157,737, Sir — +32.7% on cash invested. Win rate holding at 76% across 50 positions. Healthcare ETF pie remains overweight at 5.5% against your 4.5% 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£118,852£157,737+£38,885+32.7%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
Core ETFs£68,66044.0%43.5%+22.8%+£12,730-1.1%
Diversification ETF£21,54014.0%13.7%+4.4%+£907-2.5%
Diversification Stocks£20,25413.0%12.8%+9.2%+£1,704-1.2%
Semiconductors£18,66012.0%11.8%+71.5%+£7,781-1.4%
Convictions£11,8758.0%7.5%+25.1%+£2,383-5.9%
Healthcare ETF£8,7304.5%5.5%+9.3%+£742+23.0%
Healthcare Stocks£7,2244.5%4.6%+19.7%+£1,188+1.8%
Potentials£7950.5%0.5%+11.9%+£84+0.8%
◆ Income & Dividends
Trailing 12 Months
£269
Year to Date
£132
Portfolio Yield
0.17%
Annual Run Rate
£269
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£25
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£45,09028.6%+£9,313+26.0%
NVDANvidia£14,1839.0%+£7,576+114.7%
VUAGS&P 500 ETF£13,7278.7%+£3,003+28.0%
VEUADeveloped Europe ETF£9,8436.2%+£413+4.4%
IUHCS&P 500 Healthcare ETF£5,5603.5%+£504+10.0%
VFEGEmerging Markets ETF£5,0873.2%+£443+9.5%
VHYLAllworld Dividend ETF£4,4982.9%+£329+7.9%
IGLNGold ETF£3,9092.5%-£126-3.1%
LMTLockheed Martin£3,7272.4%-£122-3.2%
VAGUGlobal Aggregate Bond ETF£3,0942.0%+£7+0.2%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
IGLNGold ETF£3,909-£126-3.1%
LMTLockheed Martin£3,727-£122-3.2%
AVGOBroadcom£993-£58-5.5%
PGProcter & Gamble£2,759-£4-0.1%
DISThe Walt Disney Company£38+£0+0.7%
VAGUGlobal Aggregate Bond ETF£3,094+£7+0.2%
DISThe Walt Disney Company£1,182+£13+1.1%
BRK.BBerkshire Hathaway£2,372+£19+0.8%
ORealty Income£1,136+£40+3.7%
AAPLApple£264+£46+21.3%
◆ Analyst Upside · Top 10
Potential Upside
Total: £12,717 · Source: Yahoo Finance (fetched 08-06-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£14,183+43.2%+£6,12159
MSFTMicrosoft£2,924+36.8%+£1,07555
METAMeta Platforms£2,506+41.2%+£1,03259
LMTLockheed Martin£3,727+20.6%+£76919
AMZNAmazon£2,360+27.2%+£64262
GOOGLAlphabet£2,419+19.1%+£46253
PGProcter & Gamble£2,759+12.7%+£35022
NEENextEra Energy£2,107+15.4%+£32519
AVGOBroadcom£993+30.5%+£30345
XOMExxon Mobil£2,392+12.2%+£29122
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound85,51054.2%
Dollar72,21345.8%
Euro150.0%