System
BL // JARVIS
Module
Portfolio
Sync
10 JUN 2026
Day P&L
+£6,931
Day P&L
+£6,931
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 10 JUN 2026
Return on Cash
+£37,610
+31.64%
In Red
-£620
+£16 vs 7 days ago
Win / Loss
37 / 13
74% win rate
◆ Accounts
ISA
£114,849
+£24,083 · +26.5%
Standard
£2,246
+£96 · +4.5%
EL ISA
£39,368
+£2,065 · +5.5%
ISA Allowance Used
£37,376
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £156,462, Sir — +31.6% on cash invested. Win rate holding at 74% across 50 positions. Healthcare ETF pie remains overweight at 5.6% against your 4.5% target — recommend review. Total unrealised loss sitting at £620 across 20 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£118,852£156,462+£37,610+31.6%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
Core ETFs£68,02844.0%43.5%+21.6%+£12,098-1.2%
Diversification ETF£21,34014.0%13.6%+3.4%+£707-2.6%
Diversification Stocks£20,26013.0%12.9%+9.2%+£1,711-0.4%
Semiconductors£18,46912.0%11.8%+69.8%+£7,590-1.6%
Convictions£11,6088.0%7.4%+22.3%+£2,116-7.3%
Healthcare ETF£8,7674.5%5.6%+9.7%+£778+24.5%
Healthcare Stocks£7,2294.5%4.6%+19.8%+£1,193+2.7%
Potentials£7610.5%0.5%+7.0%+£50-2.8%
◆ Income & Dividends
Trailing 12 Months
£265
Year to Date
£132
Portfolio Yield
0.17%
Annual Run Rate
£265
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£44,67028.6%+£8,894+24.9%
NVDANvidia£13,9928.9%+£7,385+111.8%
VUAGS&P 500 ETF£13,5678.7%+£2,842+26.5%
VEUADeveloped Europe ETF£9,7916.3%+£362+3.8%
IUHCS&P 500 Healthcare ETF£5,5783.6%+£523+10.3%
VFEGEmerging Markets ETF£5,0733.2%+£428+9.2%
VHYLAllworld Dividend ETF£4,4852.9%+£316+7.6%
LMTLockheed Martin£3,7892.4%-£60-1.6%
IGLNGold ETF£3,7412.4%-£294-7.3%
VAGUGlobal Aggregate Bond ETF£3,0862.0%-£0-0.0%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
IGLNGold ETF£3,741-£294-7.3%
AVGOBroadcom£940-£111-10.5%
LMTLockheed Martin£3,789-£60-1.6%
MSFTMicrosoft£2,858-£15-0.5%
VAGUGlobal Aggregate Bond ETF£3,086-£0-0.0%
DISThe Walt Disney Company£38+£0+0.2%
DISThe Walt Disney Company£1,176+£7+0.6%
BRK.BBerkshire Hathaway£2,369+£15+0.7%
AAPLApple£242+£25+11.5%
NEENextEra Energy£2,083+£34+1.7%
◆ Analyst Upside · Top 10
Potential Upside
Total: £13,411 · Source: Yahoo Finance (fetched 10-06-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£13,992+46.9%+£6,56059
MSFTMicrosoft£2,858+39.4%+£1,12555
METAMeta Platforms£2,479+43.2%+£1,07159
AMZNAmazon£2,305+30.4%+£70262
LMTLockheed Martin£3,789+18.0%+£68219
GOOGLAlphabet£2,436+19.7%+£48053
AVGOBroadcom£940+39.5%+£37245
NEENextEra Energy£2,083+16.0%+£33419
TSMTaiwan Semiconductors£2,246+12.9%+£28918
XOMExxon Mobil£2,370+12.0%+£28522
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound84,84554.2%
Dollar71,60345.8%
Euro140.0%