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 £26,492.97 with total return +5.97% (+£1,492.97) since inception. Over the latest 30-day window, return moved +3.01%.
Risk level: Balanced (4.4/7).
Why: Most money sits in Risk 5 assets. The blend sets the overall score.
Top positions: Vanguard LifeStrategy 80% Equity A Acc, Rolls-Royce Holdings plc, Prudential plc.
Main asset type: Stock (38.0% of invested capital).
Holdings and data: 10 active holdings. Latest pricing update: 01 Jul 2026 01:00.
Portfolio age: 50 days. Last AI rebalance: 27 Jun 2026.
| Name | Type | Risk | Invested | Current | Gain/Loss | Return | Weight | Last Update | |
|---|---|---|---|---|---|---|---|---|---|
|
Vanguard LifeStrategy 80% Equity A Acc
0P0000TKZM.L YF
|
OEIC | 4 · Medium | £4,716.19 | £4,711.20 | -£4.99 | -0.11% | 18.0% | 01 Jul | |
|
Rolls-Royce Holdings plc
RR.L YF
|
Stock | 5 · Med-High | £3,144.13 | £3,229.99 | +£85.86 | +2.73% | 12.0% | 01 Jul | |
|
Prudential plc
PRU.L YF
|
Stock | 5 · Med-High | £2,882.12 | £2,872.10 | -£10.02 | -0.35% | 11.0% | 01 Jul | |
|
Barclays PLC
BARC.L YF
|
Stock | 5 · Med-High | £2,620.11 | £2,599.08 | -£21.03 | -0.80% | 10.0% | 01 Jul | |
|
abrdn Global Govt Bond Tracker N GBP Acc
0P0001KF8R.L YF
|
OEIC | 2 · Low | £2,620.11 | £2,619.83 | -£0.28 | -0.01% | 10.0% | 01 Jul | |
|
Scottish Mortgage Investment Trust PLC
SMT.L YF
|
Inv. Trust | 5 · Med-High | £2,620.11 | £2,730.60 | +£110.49 | +4.22% | 10.0% | 01 Jul | |
|
Artemis Global Income I Acc
0P0000W36K.L YF
|
OEIC | 4 · Medium | £2,096.08 | £2,104.10 | +£8.02 | +0.38% | 8.0% | 01 Jul | |
|
Polar Capital Technology Trust PLC
PCT.L YF
|
Inv. Trust | 5 · Med-High | £2,096.08 | £2,165.95 | +£69.87 | +3.33% | 8.0% | 01 Jul | |
|
iShares NASDAQ 100 UCITS ETF USD Acc
CNX1.L YF
|
ETF | 5 · Med-High | £2,096.08 | £2,148.42 | +£52.34 | +2.50% | 8.0% | 01 Jul | |
|
RELX PLC
REL.L YF
|
Stock | 4 · Medium | £1,310.05 | £1,311.71 | +£1.66 | +0.13% | 5.0% | 01 Jul | |
| Total | £26,201.06 | £26,492.98 | +£291.92 | +1.11% | |||||
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.