System
BL // JARVIS
Module
Portfolio
Sync
16 JUN 2026
Day P&L
+£6,764
Day P&L
+£6,764
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 16 JUN 2026
Return on Cash
+£40,734
+34.27%
In Red
-£389
+£29 vs 7 days ago
Win / Loss
40 / 6
87% win rate
◆ Accounts
ISA
£116,977
+£26,237 · +28.9%
Standard
£2,330
+£180 · +8.4%
EL ISA
£40,279
+£2,977 · +8.0%
ISA Allowance Used
£37,376
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £159,586, Sir — +34.3% on cash invested. Win rate holding at 87% across 46 positions. Healthcare ETF pie remains overweight at 5.4% against your 4.5% 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£118,852£159,586+£40,734+34.3%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
Core ETFs£69,88344.0%43.8%+24.9%+£13,953-0.5%
Diversification ETF£21,85714.0%13.7%+5.9%+£1,224-2.2%
Diversification Stocks£20,41313.0%12.8%+9.9%+£1,843-1.6%
Semiconductors£19,12212.0%12.0%+75.8%+£8,243-0.1%
Convictions£11,7228.0%7.3%+23.5%+£2,230-8.2%
Healthcare ETF£8,6774.5%5.4%+8.6%+£689+20.8%
Healthcare Stocks£7,0494.5%4.4%+16.7%+£1,009-1.8%
Potentials£8640.5%0.5%+31.2%+£205+8.3%
◆ Income & Dividends
Trailing 12 Months
£295
Year to Date
£164
Portfolio Yield
0.18%
Annual Run Rate
£295
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£55
METMetLife£34
VHYLVanguard FTSE All-World High Dividend Yield£27
PGProcter & Gamble£25
XOMExxon Mobil£24
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£45,92928.8%+£10,152+28.4%
NVDANvidia£14,3889.0%+£7,781+117.8%
VUAGS&P 500 ETF£13,8638.7%+£3,138+29.3%
VEUADeveloped Europe ETF£10,0926.3%+£662+7.0%
IUHCS&P 500 Healthcare ETF£5,5163.5%+£460+9.1%
VFEGEmerging Markets ETF£5,2403.3%+£596+12.8%
VHYLAllworld Dividend ETF£4,5742.9%+£405+9.7%
IGLNGold ETF£3,8992.4%-£135-3.4%
LMTLockheed Martin£3,7972.4%-£55-1.4%
VAGUGlobal Aggregate Bond ETF£3,1071.9%+£21+0.7%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
IGLNGold ETF£3,899-£135-3.4%
AVGOBroadcom£980-£71-6.8%
LMTLockheed Martin£3,797-£55-1.4%
MSFTMicrosoft£2,832-£41-1.4%
DISThe Walt Disney Company£39+£1+2.8%
VAGUGlobal Aggregate Bond ETF£3,107+£21+0.7%
AAPLApple£248+£31+14.0%
DISThe Walt Disney Company£1,208+£37+3.2%
BRK.BBerkshire Hathaway£2,399+£43+1.8%
HEALHealthcare Innovation ETF£850+£54+6.7%
◆ Analyst Upside · Top 10
Potential Upside
Total: £12,108 · Source: Yahoo Finance (fetched 16-06-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£14,388+40.7%+£5,85759
MSFTMicrosoft£2,832+40.4%+£1,14555
METAMeta Platforms£2,518+39.4%+£99259
LMTLockheed Martin£3,797+17.9%+£67919
AMZNAmazon£2,348+27.0%+£63563
XOMExxon Mobil£2,214+20.6%+£45522
GOOGLAlphabet£2,458+17.2%+£42253
AVGOBroadcom£980+32.5%+£31945
NEENextEra Energy£2,116+14.3%+£30319
MRKMerck & Co£2,018+12.9%+£26127
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound86,94454.5%
Dollar72,62645.5%
Euro160.0%