Consequently my top-up table now looks like this:
Top-up Income Cost
Rank EPIC Rank EPIC % Income Rank Epic % Cost
1 TW. * 1 TW. 6.04% 1 MARS 4.81%
2 LLOY* 2 BT.A 4.81% 2 BT.A 4.63%
3 AV. 3 IMB 4.80% 3 MKS 4.43%
4 BT.A* 4 SSE 4.46% 4 LLOY 4.35%
5 KGF 5 MARS 4.34% 5 WMH 4.16%
6 SSE* 6 AV. 4.08% 6 GSK 4.10%
7 BLND 7 LGEN 4.01% 7 AV. 4.07%
8 IMB* 8 RIO 3.95% 8 SSE 4.06%
9 MKS* 9 RDSB 3.92% 9 LGEN 3.77%
10 BHP 10 BATS 3.73% 10 PSON 3.75%
11 SMDS 11 BP. 3.60% 11 RDSB 3.74%
12 RIO 12 ADM 3.58% 12 S32 3.46%
As I have stated previously, topping up any share which would take either its share of income or its share of cost above 5%, if topped up by 20%, is not allowed. Consequently TW., BT.A, IMB, and SSE are disqualified because of share of income, BT.A, MKS and LLOY are also disqualified because of share of portfolio cost. MARS, of course, does not feature at the top end of the top-up table, but would be disqualified on both counts if it were. Currently AV. is next in line for topping up in a fortnight's time, but that can always change.
As a result, my portfolio now looks like this:
Value
Rank EPIC Weight % Median
1 SGRO 3.99% 141.1%
2 GSK 3.88% 137.2%
3 MARS 3.86% 136.6%
4 DGE 3.84% 135.8%
5 AZN 3.42% 121.1%
6 ULVR 3.36% 118.7%
7 RDSB 3.26% 115.4%
8 VOD 3.26% 115.1%
9 ADM 3.11% 109.9%
10 LGEN 3.07% 108.4%
11 UU. 3.06% 108.3%
12 CPG 3.06% 108.2%
13 BP. 3.05% 107.9%
14 RIO 2.93% 103.4%
15 BATS 2.88% 101.8%
16 IMB 2.87% 101.6%
17 BT.A 2.86% 101.1%
18 SSE 2.83% 100.0%
19 PSON 2.78% 98.4%
20 AV. 2.74% 96.8%
21 WMH 2.73% 96.7%
22 NG. 2.71% 95.9%
23 TATE 2.68% 94.8%
24 S32 2.67% 94.3%
25 BHP 2.65% 93.6%
26 TW. 2.63% 93.0%
27 BLND 2.57% 91.0%
28 BA. 2.54% 89.7%
29 RB. 2.33% 82.4%
30 MKS 2.28% 80.5%
31 IMI 2.27% 80.4%
32 SMDS 2.23% 78.9%
33 LLOY 2.16% 76.4%
34 KGF 1.76% 62.4%
35 TSCO 1.68% 59.3%
TJH