System
BL // JARVIS
Module
Portfolio
Sync
21 MAY 2026
Day P&L
-£2,674
Day P&L
-£2,674
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 21 MAY 2026
Return on Cash
-£nan
+nan%
In Red
-£610
-£180 vs 7 days ago
Win / Loss
35 / 14
71% win rate
◆ Accounts
ISA
£102,750
+£25,835 · +33.6%
Standard
£0
+£0 · +0.0%
EL ISA
£34,222
+£1,645 · +5.0%
ISA Allowance Used
£22,126
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £136,972, Sir — +nan% on cash invested. Win rate holding at 71% across 49 positions. Potentials pie remains overweight at 0.6% against your 0.5% target — recommend review. Total unrealised loss sitting at £610 across 28 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£103,602£136,972+£33,370+32.2%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£59,83044.5%43.7%+24.0%+£11,588-1.8%
Diversification ETF£20,19815.0%14.8%+4.2%+£817-1.7%
Semiconductors£15,06011.0%+127.9%+£8,453
Diversification Stocks£14,60711.0%10.7%+14.4%+£1,843-3.0%
Investments£14,12910.0%10.3%+34.9%+£3,656+3.1%
Healthcare ETF£8,1266.0%5.9%+4.4%+£340-1.1%
Healthcare Stocks£4,2023.0%3.1%+19.1%+£675+2.2%
Potentials£8190.5%0.6%+15.2%+£108+19.6%
◆ Income & Dividends
Trailing 12 Months
£249
Year to Date
£111
Portfolio Yield
0.18%
Annual Run Rate
£249
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£49
METMetLife£34
VHYLVanguard FTSE All-World High Dividend Yield£27
PGProcter & Gamble£22
MRKMerck & Co£20
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£40,78429.8%+£8,511+26.4%
NVDANvidia£15,06011.0%+£8,453+127.9%
VUAGS&P 500 ETF£11,6918.5%+£2,699+30.0%
VEUADeveloped Europe ETF£7,3565.4%+£378+5.4%
IUHCS&P 500 Healthcare ETF£5,2683.9%+£212+4.2%
VHYLAllworld Dividend ETF£3,9602.9%+£271+7.3%
VFEGEmerging Markets ETF£3,9272.9%+£411+11.7%
CATCaterpillar£3,2572.4%+£1,695+108.6%
GOOGLAlphabet£3,2092.3%+£1,840+134.3%
VAGUGlobal Aggregate Bond ETF£2,9402.1%-£16-0.6%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
ATRLAtkinsRealis Group£1,060-£157-12.9%
LMTLockheed Martin£1,262-£91-6.7%
PGProcter & Gamble£1,858-£91-4.7%
IUSUS&P 500 Utilities ETF£2,665-£65-2.4%
BRK.BBerkshire Hathaway£1,495-£41-2.7%
JPMJP Morgan£1,708-£31-1.8%
VAGUGlobal Aggregate Bond ETF£2,940-£16-0.6%
IGLNGold ETF£2,810+£3+0.1%
HEALHealthcare Innovation ETF£816+£19+2.4%
ORealty Income£736+£50+7.2%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,450 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£15,060+24.0%+£3,61656
LLYEli Lilly£2,205+38.5%+£84829
MSFTMicrosoft£2,337+34.8%+£81354
METAMeta Platforms£2,039+26.0%+£53060
MRKMerck & Co£1,997+17.7%+£35327
LMTLockheed Martin£1,262+24.9%+£31520
DISThe Walt Disney Company£1,217+25.3%+£30829
ATRLAtkinsRealis Group£1,060+25.8%+£27315
GOOGLAlphabet£3,209+8.0%+£25856
PGProcter & Gamble£1,858+10.6%+£19722
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound76,50855.9%
Dollar59,38943.4%
CAN Dollar1,0600.8%
Euro140.0%