Funds & stocks selected entirely by AI based on research using Perplexity and Gemini. Rebalanced weekly on Fridays.
This strategy is run by AI and rebalanced using a model-led decision process. This ai investment strategy started on 12 May 2026 with £25,000.00 and is tracked to monitor long-term consistency, risk control, and holding-level contribution.
Performance context: Current value is £26,098.20 with total return +4.39% (+£1,098.20) since inception. Over the latest 30-day window, return moved -0.23%.
Risk level: Adventurous (4.5/7).
Why: Most money sits in Risk 5 assets. The blend sets the overall score.
Top positions: London Stock Exchange Group plc, iShares S&P 500 Information Technology Sector UCITS ETF USD Acc, RELX PLC.
Main asset type: Stock (55.0% of invested capital).
Holdings and data: 9 active holdings. Latest pricing update: 14 Nov 2026 02:00.
Portfolio age: 186 days. Last AI rebalance: 06 Oct 2026.
| Name | Type | Risk | Invested | Current | Gain/Loss | Return | Weight | Last Update | |
|---|---|---|---|---|---|---|---|---|---|
|
London Stock Exchange Group plc
LSEG.L YF
|
Stock | 4 · Medium | £4,150.75 | £4,861.31 | +£710.56 | +17.12% | 16.0% | 14 Nov | |
|
iShares S&P 500 Information Technology Sector UCITS ETF USD Acc
IITU.L YF
|
ETF | 5 · Med-High | £3,891.32 | £3,323.02 | -£568.30 | -14.60% | 15.0% | 14 Nov | |
|
RELX PLC
REL.L YF
|
Stock | 4 · Medium | £3,372.48 | £4,002.37 | +£629.89 | +18.68% | 13.0% | 14 Nov | |
|
iShares NASDAQ 100 UCITS ETF USD Acc
CNX1.L YF
|
ETF | 5 · Med-High | £3,113.06 | £2,780.67 | -£332.39 | -10.68% | 12.0% | 14 Nov | |
|
Allianz Technology Trust PLC
ATT.L YF
|
Inv. Trust | 5 · Med-High | £2,594.22 | £2,097.20 | -£497.02 | -19.16% | 10.0% | 14 Nov | |
|
The Sage Group plc
SGE.L YF
|
Stock | 4 · Medium | £2,334.79 | £2,729.13 | +£394.34 | +16.89% | 9.0% | 14 Nov | |
|
Experian plc
EXPN.L YF
|
Stock | 4 · Medium | £2,334.79 | £2,744.58 | +£409.79 | +17.55% | 9.0% | 14 Nov | |
|
Rolls-Royce Holdings plc
RR.L YF
|
Stock | 5 · Med-High | £2,075.37 | £1,914.88 | -£160.49 | -7.73% | 8.0% | 14 Nov | |
|
Polar Capital Technology Trust PLC
PCT.L YF
|
Inv. Trust | 5 · Med-High | £2,075.37 | £1,645.04 | -£430.33 | -20.74% | 8.0% | 14 Nov | |
| Total | £25,942.15 | £26,098.19 | +£156.04 | +0.60% | |||||
Investment Portfolio Dashboard for cross-strategy performance comparison and return tracking.
Investment Portfolio Graphs & Analysis for trend, volatility, and momentum views.
About This Simulated Investment Portfolio Project for methodology and rebalance process.
Investment FAQ For First-Time Investors for portfolio basics, risk, and cost awareness.
Investment Strategy Glossary for key terms like asset allocation, rebalance, and risk profile.