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 £25,495.50 with total return +1.98% (+£495.50) since inception. Over the latest 30-day window, return moved -6.42%.
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: 30 Sep 2026 00:00.
Portfolio age: 141 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 | £4,217.61 | -£342.17 | -7.50% | 17.0% | 30 Sep | |
|
iShares S&P 500 Information Technology Sector UCITS ETF USD Acc
IITU.L YF
|
ETF | 5 · Med-High | £3,218.67 | £3,387.33 | +£168.66 | +5.24% | 12.0% | 30 Sep | |
|
Rolls-Royce Holdings plc
RR.L YF
|
Stock | 5 · Med-High | £3,218.67 | £3,103.43 | -£115.24 | -3.58% | 12.0% | 30 Sep | |
|
RELX PLC
REL.L YF
|
Stock | 4 · Medium | £3,218.67 | £3,079.91 | -£138.76 | -4.31% | 12.0% | 30 Sep | |
|
iShares NASDAQ 100 UCITS ETF USD Acc
CNX1.L YF
|
ETF | 5 · Med-High | £2,950.44 | £3,065.02 | +£114.58 | +3.88% | 11.0% | 30 Sep | |
|
The Sage Group plc
SGE.L YF
|
Stock | 4 · Medium | £2,950.44 | £2,743.95 | -£206.49 | -7.00% | 11.0% | 30 Sep | |
|
Experian plc
EXPN.L YF
|
Stock | 4 · Medium | £2,950.44 | £2,533.34 | -£417.10 | -14.14% | 11.0% | 30 Sep | |
|
Barclays PLC
BARC.L YF
|
Stock | 5 · Med-High | £2,145.78 | £1,908.75 | -£237.03 | -11.05% | 8.0% | 30 Sep | |
|
Prudential plc
PRU.L YF
|
Stock | 5 · Med-High | £1,609.33 | £1,456.18 | -£153.15 | -9.52% | 6.0% | 30 Sep | |
| Total | £26,822.22 | £25,495.51 | -£1,326.71 | -4.95% | |||||
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.