My top-up table now looks like this:
Top-up Income Cost
Rank EPIC Rank EPIC % Income Rank Epic % Cost
1 IMB* 1 TW. 5.97% 1 MARS 4.70%
2 MKS* 2 IMB 5.07% 2 AV. 4.58%
3 BATS 3 BT.A 4.75% 3 BT.A 4.52%
4 TW.* 4 AV. 4.66% 4 MKS 4.34%
5 KGF 5 RIO 4.49% 5 LLOY 4.25%
6 BP. 6 MARS 4.29% 6 WMH 4.07%
7 BLND 7 LGEN 3.96% 7 GSK 4.01%
8 BT.A* 8 RDSB 3.86% 8 S32 4.01%
9 LLOY* 9 BATS 3.68% 9 SSE 3.97%
10 BHP 10 SSE 3.62% 10 BHP 3.80%
11 TSCO 11 ADM 3.54% 11 LGEN 3.69%
12 S32 12 BP. 3.54% 12 PSON 3.66%
As I have said before, any share which, if topped up by 20% would have breached my arbitrary limits of 5% of either portfolio cost or share of income is diqualified. Hence those in the income rank column down to MARS are disqualified, as are those in the Cost rankings down to LLOY. This means that BATS, KGF and BP. now rank highest for topping up.
My portfolio, ranked by holding weight, now looks like this:
Value
Rank EPIC Weight % Median
1 GSK 3.86% 133.7%
2 MARS 3.83% 132.8%
3 AZN 3.55% 122.8%
4 DGE 3.48% 120.6%
5 LGEN 3.46% 120.0%
6 UU. 3.32% 114.9%
7 SGRO 3.26% 113.1%
8 AV. 3.26% 112.9%
9 RIO 3.26% 112.9%
10 VOD 3.16% 109.5%
11 SSE 3.14% 108.9%
12 RDSB 3.09% 107.0%
13 BT.A 3.07% 106.4%
14 ADM 3.06% 106.0%
15 TW. 3.00% 103.9%
16 BHP 2.92% 101.0%
17 ULVR 2.90% 100.5%
18 NG. 2.89% 100.0%
19 BP. 2.86% 99.1%
20 BATS 2.85% 98.7%
21 S32 2.77% 96.1%
22 CPG 2.76% 95.8%
23 WMH 2.76% 95.6%
24 BLND 2.68% 92.7%
25 TATE 2.64% 91.4%
26 LLOY 2.53% 87.6%
27 BA. 2.52% 87.2%
28 IMI 2.39% 83.0%
29 SMDS 2.35% 81.6%
30 MKS 2.24% 77.4%
31 KGF 2.19% 75.9%
32 IMB 2.15% 74.6%
33 RB. 2.13% 73.9%
34 PSON 2.04% 70.6%
35 TSCO 1.63% 56.3%
SGRO is now 13% above median weight, AV. is about the same level and S32 is 4% below median weight.
TJH