AI Suggested Investment Portfolio AI

Funds & stocks selected entirely by AI based on research using Perplexity and Gemini. Rebalanced weekly on Fridays.

Portfolio Opening Value

£25,000.00

Current Value

£25,116.44

Gain / Loss

+£116.44

+0.47%

Holdings

Since 12 May 2026

AI Rebalance 15 May 2026

Portfolio Brief

AI-managed and rebalanced using model-led allocation decisions.

Risk level: Adventurous (5.4/7).

Why: Most money sits in Risk 5 assets. The blend sets the overall score.

Top positions: Scottish Mortgage Investment Trust PLC, RELX PLC, London Stock Exchange Group PLC.

Main asset type: Stock.

Portfolio age: 4 days. Last AI rebalance: 15 May 2026.

Performance Over Time (% gain/loss)

Allocation by Type

Risk Distribution (SRRI 1-7) Overall portfolio risk: 5.4 / 7 - Med-High

Risk 5 - Med-High

£15,697.77 63%

Risk 6 - High

£8,790.75 35%

Risk 7 - Very High

£627.91 2%

Holdings

Holding-level gain/loss below is measured since the latest AI rebalance on 15 May 2026. Overall portfolio gain/loss above is measured from the original portfolio start.

Name	Type	Risk	Invested	Current	Gain/Loss	Return	Weight	Last Update
Scottish Mortgage Investment Trust PLC SMT.L YF	Inv. Trust	6 · High	£6,279.11	£6,279.11	£0.00	0.00%	25.0%	16 May
RELX PLC REL.L YF	Stock	5 · Med-High	£5,023.29	£5,023.29	£0.00	0.00%	20.0%	16 May
London Stock Exchange Group PLC LSEG.L YF	Stock	5 · Med-High	£5,023.29	£5,023.29	£0.00	0.00%	20.0%	16 May
iShares Core MSCI Emerging Markets IMI UCITS ETF EMIM.L YF	ETF	6 · High	£2,511.64	£2,511.64	£0.00	0.00%	10.0%	16 May
AstraZeneca PLC AZN.L YF	Stock	5 · Med-High	£2,511.64	£2,511.64	£0.00	0.00%	10.0%	16 May
Fundsmith Equity T Acc 0P0000RU7W.L YF	OEIC	5 · Med-High	£2,511.64	£2,511.64	£0.00	0.00%	10.0%	16 May
The Sage Group plc SGE.L YF	Stock	5 · Med-High	£627.91	£627.91	£0.00	0.00%	2.5%	16 May
Ocado Group PLC OCDO.L YF	Stock	7 · Very High	£627.91	£627.91	£0.00	0.00%	2.5%	16 May
Total			£25,116.43	£25,116.43	£0.00	0.00%