My top-up table now looks like this:
Top-up Income Cost
Rank EPIC Rank EPIC % Income Rank Epic % Cost
1 IMB* 1 BP. 7.69% 1 RDSB 4.47%
2 BP.* 2 LGEN 6.42% 2 LLOY 4.43%
3 TATE 3 RIO 5.91% 3 MARS 4.38%
4 RIO* 4 BATS 5.89% 4 WMH 4.33%
5 PHP 5 BHP 5.71% 5 AV. 4.27%
6 TSCO 6 IMB 5.21% 6 BT.A 4.22%
7 BLND 7 SSE 4.92% 7 MKS 4.04%
8 PSON 8 NG. 4.52% 8 BP. 3.95%
9 VOD* 9 VOD 4.39% 9 PSON 3.92%
10 ADM 10 GSK 3.90% 10 GSK 3.74%
11 MKS* 11 ADM 3.80% 11 S32 3.74%
12 RDSB* 12 UU. 3.58% 12 BLND 3.65%
Those now disqualified are IMB, BP., RIO and VOD for share of income; RDSB for share of cost and MKS for nil yield.
My portfolio now looks like this (last night's prices except for those traded today:
Value
Rank EPIC Weight % Median
1 SGRO 3.94% 140.8%
2 AZN 3.56% 127.4%
3 DGE 3.53% 126.2%
4 BATS 3.43% 122.4%
5 NG. 3.36% 120.1%
6 BHP 3.33% 119.1%
7 SSE 3.24% 115.6%
8 KGF 3.23% 115.4%
9 LGEN 3.19% 114.1%
10 ULVR 3.18% 113.8%
11 GSK 3.14% 112.3%
12 RB. 3.14% 112.3%
13 RIO 3.14% 112.2%
14 UU. 3.00% 107.1%
15 VOD 2.96% 105.9%
16 ADM 2.89% 103.2%
17 BP. 2.87% 102.5%
18 TW. 2.81% 100.4%
19 RDSB 2.79% 99.6%
20 AV. 2.69% 96.1%
21 S32 2.68% 95.9%
22 TSCO 2.67% 95.5%
23 BLND 2.67% 95.3%
24 TATE 2.67% 95.3%
25 PHP 2.62% 93.7%
26 PSON 2.59% 92.7%
27 SMDS 2.50% 89.2%
28 BA. 2.45% 87.6%
29 WMH 2.43% 86.8%
30 IMI 2.36% 84.3%
31 IMB 2.19% 78.2%
32 BT.A 2.05% 73.1%
33 CPG 1.91% 68.3%
34 LLOY 1.79% 64.0%
36 MARS 1.75% 62.7%
36 MKS 1.25% 44.5%
Note that RIO's income is historic, based on special dividends. Its weight has fallen to 13th position. TSCO has risen to 22nd from 30th, SSE from 17th to 7th and RDSB from 27th to 19th. I am not disqualifying RDSB on account of its rebased dividends.
TJH