AI Portfolio

An aggressive industry ETF mix focusing on semiconductors, tech growth, and dividend value. The core allocation includes SMH to capture the AI computing power theme, QQQ to cover broad leading tech stocks, VTV to balance style rotation, and VYM with SCHD to provide high dividend support. The goal is to achieve an annualized return of 20%, suitable for investors who can tolerate higher volatility.

+1.32%1M Backtest Return

-0.81%1M Return

Balanced High-Yield ETF Portfolio (Target Annual Return 20%)

A 5-ETF allocation plan designed for a 20% annual return target with low drawdown requirements. The core strategy is “Tech Growth + Dividend Defense + Global Diversification,” aiming to capture excess returns through Nasdaq’s high elasticity, complemented by dividend ETFs like SCHD to reduce volatility, and incorporating bonds/gold for risk hedging. Note: a 20% annual return is a relatively high target that requires acceptance of certain market fluctuations; long-term holding and regular rebalancing are recommended.

-0.13%1M Backtest Return

-0.19%1M Return

2026 Semiconductor Core Portfolio

Rocker9549533

Focused on AI computing power and advanced process leaders, while considering equipment monopoly advantages. Includes core stocks such as Nvidia, TSMC, Broadcom, and ASML, and allocates SMH ETF to diversify individual stock volatility risk, capturing the overall growth dividends of the semiconductor industry.

+5.27%1M Backtest Return

-3.18%1M Return

High-Growth Tech & Consumer Portfolio (Target Annual Return 20%)

This portfolio uses Nasdaq 100 and S&P 500 as its core holdings, combined with high-growth leading tech and consumer stocks, aiming to capture excess returns from the AI wave and consumer upgrades. Suitable for growth-oriented investors with a higher risk appetite.

+4.30%1M Backtest Return

-0.27%1M Return

Growth and Stability Balanced Portfolio (Target Annualized 20%)

Designed for your goal of “growth plus stability” with a pursuit of higher returns, this portfolio uses a "core + satellite" strategy. It focuses on tech leaders and broad-based indices as the offensive core to capture long-term growth, paired with consumer defensive stocks and dividend ETFs to smooth volatility, aiming to balance risk and reward.

+1.12%1M Backtest Return

+2.44%1M Return

2026 AI Core Growth Portfolio

Rocker 4990715

Based on the AI industry trends of 2026, this portfolio selects leading computing power companies, practical application leaders, and high-potential AI targets. Centered on C3.AI, it pairs infrastructure giants like NVIDIA and Microsoft with software leaders such as Palantir to build a well-balanced AI-themed investment portfolio with both offensive and defensive strengths.

-0.20%1M Backtest Return

+5.53%1M Return

2026 AI Core Asset Portfolio

Rocker 4990715

Based on current market trends and analyst recommendations, this portfolio selects leading technology stocks and highly elastic targets in the artificial intelligence field. The portfolio focuses on computing power infrastructure and application software, balancing steady growth with industry breakout potential, suitable for investors optimistic about AI’s long-term development.

+2.10%1M Backtest Return

+4.12%1M Return

Global Growth & Semiconductor Core

Rocker8171392

Aggressive growth portfolio combining US largecap tech (SCHG), global diversification (VXUS), and targeted semiconductor exposure via SMH and SOXX. Includes value factors (AVLV/AVUV) for balance.

+2.44%1M Backtest Return

+0.83%1M Return

Balanced Growth and Stability Portfolio (Growth & Stability)

Rocker3499794

A balanced allocation designed for a 300 CAD starting fund. The core positions focus on technology growth and large-cap stability (QQQ/SPY), while satellite positions include high-volatility growth stocks (NVDA/TSLA) to capture short-term momentum, balancing long-term compounding and short-term flexibility.

+2.02%1M Backtest Return

+2.46%1M Return

2026 AI and Semiconductor Growth Portfolio

卡

卡罗尔

Focused on core AI computing leaders and highly resilient semiconductor sectors, balancing certainty and explosive potential. NVDA is the cornerstone of AI infrastructure, SOXL captures the semiconductor cycle upswing dividend, and AAPL provides a stable tech foundation. Suitable for investors optimistic about long-term AI trends and able to tolerate moderate volatility.