System
BL // JARVIS
Module
Portfolio
Sync
3 JUN 2026
Day P&L
+£6,389
Day P&L
+£6,389
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 3 JUN 2026
Return on Cash
+£40,366
+33.96%
In Red
-£636
-£325 vs 7 days ago
Win / Loss
38 / 12
76% win rate
◆ Accounts
ISA
£116,952
+£26,186 · +28.9%
Standard
£2,354
+£204 · +9.5%
EL ISA
£39,913
+£2,610 · +7.0%
ISA Allowance Used
£37,376
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £159,218, Sir — +34.0% on cash invested. Win rate holding at 76% across 50 positions. Healthcare ETF pie remains overweight at 5.2% against your 4.5% target — recommend review. Total unrealised loss sitting at £636 across 24 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£159,218+£40,366+34.0%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
Core ETFs£69,70844.0%43.8%+24.6%+£13,778-0.5%
Diversification ETF£21,77614.0%13.7%+5.5%+£1,143-2.3%
Diversification Stocks£19,82513.0%12.4%+6.9%+£1,276-4.2%
Semiconductors£19,80212.0%12.4%+82.0%+£8,923+3.6%
Convictions£12,1628.0%7.6%+28.1%+£2,670-4.5%
Healthcare ETF£8,3054.5%5.2%+4.0%+£317+15.9%
Healthcare Stocks£6,7644.5%4.2%+12.1%+£728-5.6%
Potentials£8760.5%0.6%+23.2%+£165+10.0%
◆ Income & Dividends
Trailing 12 Months
£269
Year to Date
£132
Portfolio Yield
0.17%
Annual Run Rate
£269
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£45,94828.9%+£10,172+28.4%
NVDANvidia£15,0649.5%+£8,456+128.0%
VUAGS&P 500 ETF£13,9148.7%+£3,190+29.7%
VEUADeveloped Europe ETF£9,8476.2%+£417+4.4%
IUHCS&P 500 Healthcare ETF£5,2673.3%+£211+4.2%
VFEGEmerging Markets ETF£5,2633.3%+£619+13.3%
VHYLAllworld Dividend ETF£4,5042.8%+£335+8.0%
IGLNGold ETF£3,9812.5%-£54-1.3%
LMTLockheed Martin£3,6662.3%-£183-4.8%
MSFTMicrosoft£3,1212.0%+£248+8.6%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
LMTLockheed Martin£3,666-£183-4.8%
PGProcter & Gamble£2,652-£112-4.0%
BRK.BBerkshire Hathaway£2,276-£77-3.3%
IGLNGold ETF£3,981-£54-1.3%
JPMJP Morgan£2,126-£42-1.9%
JNJJohnson & Johnson£2,211-£30-1.3%
VAGUGlobal Aggregate Bond ETF£3,079-£8-0.3%
DISThe Walt Disney Company£38+£1+2.3%
ORealty Income£1,122+£25+2.3%
HEALHealthcare Innovation ETF£823+£27+3.4%
◆ Analyst Upside · Top 10
Potential Upside
Total: £11,467 · Source: Yahoo Finance (fetched 03-06-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£15,064+33.2%+£5,00358
METAMeta Platforms£2,532+38.3%+£97159
MSFTMicrosoft£3,121+27.1%+£84655
LMTLockheed Martin£3,666+21.8%+£79819
AMZNAmazon£2,444+21.9%+£53662
GOOGLAlphabet£2,403+18.8%+£45253
PGProcter & Gamble£2,652+16.3%+£43222
LLYEli Lilly£2,527+14.2%+£35929
XOMExxon Mobil£2,343+13.6%+£31922
NEENextEra Energy£2,099+15.0%+£31519
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound86,65954.4%
Dollar72,54345.6%
Euro160.0%