System
BL // JARVIS
Module
Portfolio
Sync
5 MAY 2026
Day P&L
-£760
Day P&L
-£760
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 5 MAY 2026
Return on Cash
+£31,771
+31.47%
In Red
-£275
+£20 vs 7 days ago
Win / Loss
37 / 12
76% win rate
◆ Accounts
ISA
£98,966
+£27,212 · +37.9%
Standard
£0
+£0 · +0.0%
EL ISA
£33,757
+£1,181 · +3.6%
ISA Allowance Used
£21,876
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £132,723, Sir — +31.5% on cash invested. Win rate holding at 76% across 49 positions. Single Investment pie remains overweight at 12.3% 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£132,723+£31,771+31.5%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£56,41744.5%42.5%+23.4%+£10,714-4.5%
Diversification ETF£19,56515.0%14.7%+10.0%+£1,779-1.7%
Single Investment£16,29710.0%12.3%+101.1%+£8,194+22.8%
Diversification Stocks£14,51611.0%10.9%+27.1%+£3,099-0.6%
Investments£13,77410.0%10.4%+32.3%+£3,361+3.8%
Healthcare ETF£7,5186.0%5.7%+4.9%+£352-5.6%
Healthcare Stocks£3,8653.0%2.9%+27.4%+£832-2.9%
Potentials£7720.5%0.6%+8.7%+£61+16.4%
◆ Income & Dividends
Trailing 12 Months
£236
Year to Date
£97
Portfolio Yield
0.18%
Annual Run Rate
£236
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£39,01429.4%+£7,842+25.2%
NVDANvidia£16,29712.3%+£8,194+101.1%
VUAGS&P 500 ETF£11,2658.5%+£2,273+25.3%
VEUADeveloped Europe ETF£6,1384.6%+£599+10.8%
IUHCS&P 500 Healthcare ETF£5,0243.8%+£266+5.6%
CATCaterpillar£4,0283.0%+£2,124+111.5%
VFEGEmerging Markets ETF£3,8252.9%+£413+12.1%
VHYLAllworld Dividend ETF£3,6902.8%+£240+7.0%
IUSUS&P 500 Utilities ETF£3,2772.5%+£304+10.2%
GOOGLAlphabet£3,1672.4%+£1,798+131.3%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
LMTLockheed Martin£985-£79-7.4%
BRK.BBerkshire Hathaway£1,461-£74-4.8%
VAGUGlobal Aggregate Bond ETF£2,723-£6-0.2%
HEALHealthcare Innovation ETF£770+£13+1.7%
DISThe Walt Disney Company£1,199+£40+3.5%
PGProcter & Gamble£1,761+£55+3.2%
ORealty Income£712+£60+9.2%
MSFTMicrosoft£2,281+£68+3.1%
WHCAWorld Healthcare ETF£1,724+£73+4.4%
ATRLAtkinsRealis Group£1,115+£90+8.8%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,429 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£16,297+24.0%+£3,91356
MSFTMicrosoft£2,281+34.8%+£79454
LLYEli Lilly£2,035+38.5%+£78329
METAMeta Platforms£2,048+26.0%+£53360
MRKMerck & Co£1,830+17.7%+£32427
DISThe Walt Disney Company£1,199+25.3%+£30329
ATRLAtkinsRealis Group£1,115+25.8%+£28715
GOOGLAlphabet£3,167+8.0%+£25556
LMTLockheed Martin£985+24.9%+£24620
AMZNAmazon£2,178+8.7%+£18964
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound72,71654.8%
Dollar58,87844.4%
CAN Dollar1,1150.8%
Euro140.0%