System
BL // JARVIS
Module
Portfolio
Sync
27 APR 2026
Day P&L
-£2,478
Day P&L
-£2,478
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 27 APR 2026
Return on Cash
+£31,235
+30.94%
In Red
-£324
-£146 vs 7 days ago
Win / Loss
40 / 9
82% win rate
◆ Accounts
ISA
£98,587
+£26,897 · +37.5%
Standard
£0
+£0 · +0.0%
EL ISA
£33,599
+£1,023 · +3.1%
ISA Allowance Used
£21,876
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £132,187, Sir — +30.9% on cash invested. Win rate holding at 82% across 49 positions. Single Investment pie remains overweight at 12.9% against your 10.0% 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£100,952£132,187+£31,235+30.9%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£55,86044.5%42.3%+22.4%+£10,222-5.0%
Diversification ETF£19,54815.0%14.8%+9.9%+£1,763-1.4%
Single Investment£17,12110.0%12.9%+111.3%+£9,019+29.5%
Diversification Stocks£14,14511.0%10.7%+23.9%+£2,727-2.7%
Investments£13,58610.0%10.3%+30.5%+£3,173+2.8%
Healthcare ETF£7,4606.0%5.6%+4.1%+£294-5.9%
Healthcare Stocks£3,6973.0%2.8%+21.9%+£664-6.8%
Potentials£7690.5%0.6%+8.2%+£59+16.4%
◆ Income & Dividends
Trailing 12 Months
£232
Year to Date
£93
Portfolio Yield
0.18%
Annual Run Rate
£232
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£38,55229.2%+£7,443+23.9%
NVDANvidia£17,12112.9%+£9,019+111.3%
VUAGS&P 500 ETF£11,1688.4%+£2,177+24.2%
VEUADeveloped Europe ETF£6,1414.7%+£602+10.9%
IUHCS&P 500 Healthcare ETF£4,9733.8%+£216+4.5%
VFEGEmerging Markets ETF£3,8542.9%+£441+12.9%
CATCaterpillar£3,7662.9%+£1,861+97.8%
VHYLAllworld Dividend ETF£3,6642.8%+£214+6.2%
IUSUS&P 500 Utilities ETF£3,2302.4%+£257+8.6%
GOOGLAlphabet£2,8312.1%+£1,462+106.8%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
BRK.BBerkshire Hathaway£1,452-£83-5.4%
LMTLockheed Martin£987-£76-7.2%
VAGUGlobal Aggregate Bond ETF£2,735+£5+0.2%
HEALHealthcare Innovation ETF£777+£20+2.7%
DISThe Walt Disney Company£1,195+£36+3.1%
ORealty Income£707+£55+8.5%
ATRLAtkinsRealis Group£1,082+£57+5.5%
WHCAWorld Healthcare ETF£1,709+£58+3.5%
PGProcter & Gamble£1,774+£68+4.0%
WLDSSmall Cap ETF£1,900+£96+5.3%
◆ Analyst Upside · Top 10
Potential Upside
Total: £10,416 · Source: Yahoo Finance (fetched 24-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£17,121+34.5%+£5,91556
MSFTMicrosoft£2,341+39.0%+£91454
METAMeta Platforms£2,274+29.7%+£67660
LLYEli Lilly£1,869+31.9%+£59729
GOOGLAlphabet£2,831+11.3%+£32155
ATRLAtkinsRealis Group£1,082+27.3%+£29515
DISThe Walt Disney Company£1,195+23.7%+£28429
LMTLockheed Martin£987+26.1%+£25820
MRKMerck & Co£1,828+13.2%+£24127
AMZNAmazon£2,144+11.1%+£23964
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound72,08154.5%
Dollar59,01044.6%
CAN Dollar1,0820.8%
Euro140.0%