AI Portfolio

AI Portfolio

One of Bobby AI's core features—transforming your investment sparks into precise, executable strategy portfolios.

Beginner Starter Investment Plan

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Rocker7884223

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.

0 USDAUM
-0.68%1M Backtest Return
-0.11%1M Return

Beginner Core Setup

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Ro

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.

0 USDAUM
+1.02%1M Backtest Return
-0.29%1M Return

$2 Starter Diversified Investment Card

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Rocker7933710

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.

0 USDAUM
-1.22%1M Backtest Return
-0.20%1M Return

PetroChina Hedge and High Dividend Defensive Portfolio

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Rocker8099113

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.

0 USDAUM
+2.33%1M Backtest Return
+2.49%1M Return

Beginner Core Portfolio

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Rocker0251682

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.

0 USDAUM
+1.03%1M Backtest Return
-0.89%1M Return

Beginner Steady Portfolio (Start from $15)

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Rocker4756251

A low-risk, highly diversified portfolio designed specifically for investment beginners. Centered around broad-market ETFs, no need to pick individual stocks. Suitable for small capital (such as $15) to start regular investing through fractional shares, and to follow market growth over the long term.

0 USDAUM
+0.49%1M Backtest Return
-0.21%1M Return

Aggressive Growth Portfolio

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Flash249

A high-risk, high-reward portfolio designed for aggressive growth. It centers on Opendoor (OPEN) as a speculative core holding, supplemented by other volatile tech and small-cap stocks to maximize upside potential.

0 USDAUM
+0.74%1M Backtest Return
+0.45%1M Return

Beginner Passive Core Portfolio

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Flash249

A passive asset allocation based on broad market indices and bonds, suitable for long-term holding. Focused on US large-cap ETFs, combined with technology growth and fixed income assets to balance risk and return, requiring no frequent adjustments.

0 USDAUM
+0.05%1M Backtest Return
+50.42%1M Return

GLD Short-Term Rebound Betting Portfolio

稳稳的幸福

Based on the historically strong window in July and the oversold rebound logic, this aggressive portfolio is constructed around the gold ETF GLD, paired with high-beta mining stocks (GDX) and silver ETF (SLV). It aims to capture the short-term upward momentum as gold prices stabilize around $4000, suitable for traders with a higher risk tolerance looking for short-term trades.

0 USDAUM
-11.26%1M Backtest Return
+109.87%1M Return

High Growth AI & Tech Leaders Portfolio

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Rocker4857419

A high-potential growth portfolio focused on top-tier US tech and AI leaders with strong momentum, targeting significant returns over a 3-year horizon. Aligned with aggressive growth strategies often seen in top-performing trader portfolios.

0 USDAUM
-2.03%1M Backtest Return
-4.19%1M Return
AI Portfolio

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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.