System
BL // JARVIS
Module
Portfolio
Sync
11 MAY 2026
Day P&L
-£2,956
Day P&L
-£2,956
Investments · ISA · Standard · EL ISA
Portfolio
LIVE · 11 MAY 2026
Return on Cash
+£33,899
+33.50%
In Red
-£665
-£391 vs 7 days ago
Win / Loss
36 / 13
73% win rate
◆ Accounts
ISA
£101,123
+£25,425 · +33.6%
Standard
£0
+£0 · +0.0%
EL ISA
£33,977
+£1,401 · +4.3%
ISA Allowance Used
£22,126
of £40,000 this tax year
JARVIS · Daily Brief
Portfolio at £135,101, Sir — +33.5% on cash invested. Win rate holding at 73% across 49 positions. Single Investment pie remains overweight at 11.7% against your 10.0% target — recommend review. Total unrealised loss sitting at £665 across 25 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£101,202£135,101+£33,899+33.5%
◆ Pie Returns
Pie Value Target Weight Return Profit Drift
ETF£58,42344.5%43.2%+22.9%+£10,900-2.8%
Diversification ETF£19,88915.0%14.7%+4.4%+£838-1.9%
Single Investment£15,76410.0%11.7%+117.7%+£8,524+16.7%
Diversification Stocks£14,44811.0%10.7%+18.5%+£2,260-2.8%
Investments£14,18810.0%10.5%+35.5%+£3,715+5.0%
Healthcare ETF£7,7306.0%5.7%+1.7%+£131-4.6%
Healthcare Stocks£3,8923.0%2.9%+11.6%+£403-4.0%
Potentials£7670.5%0.6%+7.9%+£56+13.5%
◆ Income & Dividends
Trailing 12 Months
£240
Year to Date
£102
Portfolio Yield
0.18%
Annual Run Rate
£240
Top 5 Dividend Payers
All time · by total received
Ticker Company Total
ORealty Income£49
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£40,12229.7%+£8,098+25.3%
NVDANvidia£15,76411.7%+£8,524+117.7%
VUAGS&P 500 ETF£11,5008.5%+£2,508+27.9%
VEUADeveloped Europe ETF£6,8025.0%+£294+4.5%
IUHCS&P 500 Healthcare ETF£5,0283.7%+£66+1.3%
CATCaterpillar£4,0563.0%+£2,152+113.0%
VFEGEmerging Markets ETF£3,9272.9%+£500+14.6%
VHYLAllworld Dividend ETF£3,7722.8%+£220+6.2%
GOOGLAlphabet£3,2852.4%+£1,915+139.9%
IUSUS&P 500 Utilities ETF£3,1212.3%-£109-3.4%
◆ Bottom 10 Holdings · By Profit
Ticker Company Value Profit Return
LMTLockheed Martin£1,021-£138-11.9%
IUSUS&P 500 Utilities ETF£3,121-£109-3.4%
BRK.BBerkshire Hathaway£1,470-£67-4.4%
JPMJP Morgan£1,468-£55-3.6%
PGProcter & Gamble£1,768-£49-2.7%
VAGUGlobal Aggregate Bond ETF£2,791-£37-1.3%
ATRLAtkinsRealis Group£1,072-£25-2.3%
HEALHealthcare Innovation ETF£783+£19+2.5%
MSFTMicrosoft£2,282+£29+1.3%
ORealty Income£693+£38+5.8%
◆ Analyst Upside · Top 10
Potential Upside
Total: £8,335 · Source: Yahoo Finance (fetched 28-04-2026)
Ticker Company Value Upside % Upside £ Analysts
NVDANvidia£15,764+24.0%+£3,78556
MSFTMicrosoft£2,282+34.8%+£79454
LLYEli Lilly£1,999+38.5%+£76929
METAMeta Platforms£2,047+26.0%+£53260
MRKMerck & Co£1,892+17.7%+£33527
DISThe Walt Disney Company£1,254+25.3%+£31729
ATRLAtkinsRealis Group£1,072+25.8%+£27615
GOOGLAlphabet£3,285+8.0%+£26456
LMTLockheed Martin£1,021+24.9%+£25420
AMZNAmazon£2,208+8.7%+£19264
◆ Annual Contributions · By Account
Contributions Timeline
ISA · Standard · EL ISA
Currency Exposure
By value
Currency Value Weight
Pound74,99655.5%
Dollar59,01843.7%
CAN Dollar1,0720.8%
Euro150.0%