System
BL // JARVIS
Module
Portfolio
Sync
14 JUL 2026
Day P&L
+£6,631
Day P&L
+£6,631
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 14 JUL 2026
Return on Cash
+£40,241
+33.76%
In Red
-£823
-£200 vs 7 days ago
Win / Loss
36 / 11
77% win rate
◆ Accounts
ISA
£116,828
+£26,050 · +28.7%
Standard
£2,233
+£83 · +3.9%
EL ISA
£40,382
+£2,702 · +7.2%
ISA Allowance Used
£37,726
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £159,443, Sir — +33.8% on cash invested. Win rate holding at 77% across 47 positions. Healthcare ETF pie remains overweight at 5.8% against your 4.5% target — recommend review. Total unrealised loss sitting at £823 across 17 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£119,202£159,443+£40,241+33.8%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
Core ETFs£69,56044.0%43.6%+23.6%+£13,280-0.8%
Diversification ETF£21,44414.0%13.4%+3.7%+£760-3.9%
Diversification Stocks£20,56113.0%12.9%+10.7%+£1,991-0.8%
Semiconductors£18,44012.0%11.6%+69.3%+£7,550-3.6%
Convictions£11,9798.0%7.5%+26.2%+£2,487-6.1%
Healthcare ETF£9,1624.5%5.8%+14.7%+£1,173+27.7%
Healthcare Stocks£7,5804.5%4.8%+25.5%+£1,539+5.7%
Potentials£7180.5%0.5%+8.1%+£54-9.9%
◆ Income & Dividends
Trailing 12 Months
£374
Year to Date
£246
Portfolio Yield
0.23%
Annual Run Rate
£374
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£55
VHYLVanguard FTSE All-World High Dividend Yield (Dist)£47
METMetLife£34
VHYLVanguard FTSE All-World High Dividend Yield£27
NEENextEra Energy£26
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£45,66028.6%+£9,621+26.7%
NVDANvidia£13,8438.7%+£7,227+109.2%
VUAGS&P 500 ETF£13,8428.7%+£3,118+29.1%
VEUADeveloped Europe ETF£10,0596.3%+£541+5.7%
IUHCS&P 500 Healthcare ETF£5,8363.7%+£780+15.4%
VFEGEmerging Markets ETF£5,1163.2%+£460+9.9%
VHYLAllworld Dividend ETF£4,5562.9%+£377+9.0%
LMTLockheed Martin£3,7402.4%-£112-2.9%
IGLNGold ETF£3,6262.3%-£418-10.3%
VAGUGlobal Aggregate Bond ETF£3,1011.9%+£8+0.3%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
IGLNGold ETF£3,626-£418-10.3%
LMTLockheed Martin£3,740-£112-2.9%
MSFTMicrosoft£2,780-£93-3.2%
AVGOBroadcom£960-£93-8.8%
DISThe Walt Disney Company£1,144-£26-2.2%
DISThe Walt Disney Company£37-£1-2.7%
VAGUGlobal Aggregate Bond ETF£3,101+£8+0.3%
PGProcter & Gamble£2,811+£45+1.6%
AAPLApple£266+£49+22.5%
BRK.BBerkshire Hathaway£2,414+£58+2.5%
◆ Analyst Upside · Top 10
Potential Upside
Total: £12,557 · Source: Yahoo Finance (fetched 13-07-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£13,843+46.5%+£6,43558
MSFTMicrosoft£2,780+43.4%+£1,20655
METAMeta Platforms£2,796+25.6%+£71558
LMTLockheed Martin£3,740+18.2%+£68219
AMZNAmazon£2,368+26.2%+£62262
GOOGLAlphabet£2,353+21.5%+£50553
XOMExxon Mobil£2,278+16.4%+£37421
AVGOBroadcom£960+34.4%+£33045
TSMTaiwan Semiconductors£2,233+14.3%+£31918
PGProcter & Gamble£2,811+10.9%+£30623
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound86,58754.3%
Dollar72,85645.7%