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 £26,594.88 with total return +6.38% (+£1,594.88) since inception. Over the latest 30-day window, return moved +1.97%.
Risk level: Balanced (4.5/7).
Why: Most money sits in Risk 4 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, Rolls-Royce Holdings plc.
Main asset type: Stock (77.0% of invested capital).
Holdings and data: 9 active holdings. Latest pricing update: 15 Aug 2026 12:00.
Portfolio age: 95 days. Last AI rebalance: 10 Aug 2026.
| Name | Type | Risk | Invested | Current | Gain/Loss | Return | Weight | Last Update | |
|---|---|---|---|---|---|---|---|---|---|
|
London Stock Exchange Group plc
LSEG.L YF
|
Stock | 4 · Medium | £4,559.78 | £4,400.09 | -£159.69 | -3.50% | 17.0% | 15 Aug | |
|
iShares S&P 500 Information Technology Sector UCITS ETF USD Acc
IITU.L YF
|
ETF | 5 · Med-High | £3,218.67 | £3,196.96 | -£21.71 | -0.67% | 12.0% | 15 Aug | |
|
Rolls-Royce Holdings plc
RR.L YF
|
Stock | 5 · Med-High | £3,218.67 | £3,228.73 | +£10.06 | +0.31% | 12.0% | 15 Aug | |
|
RELX PLC
REL.L YF
|
Stock | 4 · Medium | £3,218.67 | £3,115.68 | -£102.99 | -3.20% | 12.0% | 15 Aug | |
|
iShares NASDAQ 100 UCITS ETF USD Acc
CNX1.L YF
|
ETF | 5 · Med-High | £2,950.44 | £2,951.14 | +£0.70 | +0.02% | 11.0% | 15 Aug | |
|
The Sage Group plc
SGE.L YF
|
Stock | 4 · Medium | £2,950.44 | £2,995.64 | +£45.20 | +1.53% | 11.0% | 15 Aug | |
|
Experian plc
EXPN.L YF
|
Stock | 4 · Medium | £2,950.44 | £2,961.71 | +£11.27 | +0.38% | 11.0% | 15 Aug | |
|
Barclays PLC
BARC.L YF
|
Stock | 5 · Med-High | £2,145.78 | £2,164.49 | +£18.71 | +0.87% | 8.0% | 15 Aug | |
|
Prudential plc
PRU.L YF
|
Stock | 5 · Med-High | £1,609.33 | £1,580.46 | -£28.87 | -1.79% | 6.0% | 15 Aug | |
| Total | £26,822.22 | £26,594.89 | -£227.33 | -0.85% | |||||
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.