AI Portfolio
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Oil Price Surge Beneficiary Portfolio (2026)
Designed for the 2026 backdrop of geopolitical conflicts and supply disruptions driving oil price increases, this portfolio allocates to upstream energy giants, integrated energy companies, and crude oil ETFs to capture the high elasticity returns of the energy sector while diversifying individual stock risks.
Small Capital Diversified Starter Portfolio
An entry-level allocation plan designed for an account balance of $108. It combines user-focused major US tech giants (AAPL, NVDA, AMZN) with a defensive asset (KO), building a diversified portfolio that balances growth and stability, ideal for beginners to establish a long-term investment foundation.
Defence & Tech Hybrid Portfolio
A balanced mix of toptier US defense contractors and leading technology giants, designed to capture both geopolitical stability and AIdriven growth.
Starter Portfolio: Broad Market Core
A foundational portfolio designed for new investors with a blank slate. It prioritizes broad market diversification through lowcost ETFs to build stability, with small allocations to highconviction tech leaders for growth potential.
Starter Core Portfolio
Designed specifically for novice investors starting from zero. Centered on low-fee, highly liquid broad-based index ETFs, it balances large-cap US growth stocks with global diversification to build a solid investment foundation.
Beginner Starter Investment Plan
Designed specifically for a small £50 investment, focusing on low-fee broad-based ETFs, diversified across US stocks, international markets, and bonds, ideal for long-term systematic investing.
Beginner Core Setup
An entry-level portfolio designed for small capital (~127 USD), focusing on broad-based ETFs to capture market-average returns, complemented by a small allocation to high-growth tech stocks to enhance flexibility, suitable for long-term holding of over 3 years.
$2 Starter Diversified Investment Card
A minimalist portfolio designed for small amounts of capital, achieving instant diversification through highly liquid ETFs to reduce risk from individual stocks, ideal for beginners to develop a long-term holding habit.
PetroChina Hedge and High Dividend Defensive Portfolio
Against the backdrop of escalating geopolitical risks and oil price volatility, this portfolio centers on PetroChina (HK stocks) as the core high-dividend defensive holding, paired with a US energy ETF to hedge against rising oil prices, and a gold ETF allocated as the ultimate safe haven asset in extreme geopolitical conflicts. It aims to capture valuation recovery of PetroChina and the defensive returns of the energy sector.
Beginner Core Portfolio
A stable portfolio designed specifically for investment beginners. Centered around low-fee broad market index ETFs, it diversifies across leading tech and defensive sectors, aiming to smooth volatility and capture long-term market growth. Suitable for regular investing or lump-sum deployment.
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Rockalpha Limited is registered on the New Zealand Financial Service Providers Register(FSP: 1001454). Rockalpha Limited's Financial Service Providers registration can be verified on the Financial Service Providers Register. Rockalpha Limited is a member of the Insurance & Financial Services Ombudsman Scheme, an independent dispute resolution service provider. Rockalpha Limited is not licensed by a New Zealand regulator to provide the client money or property services, and Rockalpha Limited’s registration on the New Zealand register of financial service providers or membership of the Insurance & Financial Services Ombudsman Scheme does not mean that Rockalpha Limited is subject to active regulation or oversight by a New Zealand regulator.Rockalpha Limited is registered on the New Zealand Financial Service Providers Register(FSP: 1001454). Rockalpha Limited's Financial Service Providers registration can be verified on the Financial Service Providers Register. Rockalpha Limited is a member of the Insurance & Financial Services Ombudsman Scheme, an independent dispute resolution service provider.