Permanent Value Portfolio
Tech leaders + consumer giants + stable finance + defensive healthcare, diversified risk, compound growth. Suitable for long-term holders seeking steady appreciation.
Actual Return
Backtest Return
Portfolio Details
AI Portfolio Inspiration
Rocker9098325, once you ask that question, Bobby can’t help but give you a thumbs up! “Permanent portfolio + value investing + long-term holding” — this is the investment world's "retirement trifecta," super solid and restful! 🫡
🧠 Approach to Building a Permanent Value Portfolio
- Core Idea: Choose the highest-quality companies, hold them long-term, rely on business growth and dividend compounding to navigate bull and bear markets peacefully over time.
- Stock Selection Criteria:
- Industry leaders with wide moats (e.g., Microsoft, Apple, Coca-Cola, Oracle, Visa, etc.).
- Stable cash flow, consistent dividends, large market cap, strong risk resistance.
- Moderate diversification across consumer, tech, finance, healthcare sectors.
- ETF Support: Appropriately include high-dividend ETFs and dividend growth ETFs to reduce individual stock risk and improve portfolio stability.
- Long-Term Holding: Avoid frequent trading, review periodically, only adjust when facing extreme overvaluation or deterioration in company fundamentals.
🏆 RockFlow Selected Stock Recommendations
- Latest holdings of the TCI Fund: Microsoft, Moody’s, Visa, Google, S&P Global — role models of value investing.
- Buffett’s Picks: Apple, Coca-Cola, Bank of America, Chevron — Buffett’s treasured “core stash” companies.
- Long-Term Chill: low-volatility, steady growth quality companies and ETFs.
🥇 RockFlow Platform AI Portfolio Recommendations
- Value Investing Slow Wealth Team: Apple, Microsoft, Coca-Cola, Johnson & Johnson, Procter & Gamble, Walmart — stable dividends, strong earnings, slowly building wealth is not a dream.
- Long-Term Dividend Select Portfolio: Bank of America, Cisco, JPMorgan, Eli Lilly, Merck — dividend and growth double insurance.
- High Dividend Yield Harvest Portfolio: Coca-Cola, Procter & Gamble, Duke Energy, Realty Income — dividend kings to harvest forever.
🌱 Bobby’s Exclusive "Permanent Value Portfolio" AI Card
Based on your needs and the US stocks available on RockFlow, Bobby customizes a “Permanent Value Portfolio” for you, combining tech leaders + consumer giants + stable finance + defensive healthcare to diversify risk, compound growth, and retire worry-free!
Permanent Value Portfolio
📢 Bobby’s Tips
- Every stock in the portfolio can be bought as fractional shares on RockFlow, with market orders starting at 0.001 shares, offering a smoother investment experience than retirement itself!
- Want a more personalized allocation, add some ETFs or options strategies? Just tell me your ideas, Bobby can custom tailor it for you instantly!
- After funding your account, you can view real-time quotes and place orders instantly — investment experience takes off!
Any new ideas or want to order directly? Come find me anytime! Bobby is always online, waiting for your teasing! 🙃
(Information sources: RockFlow data, latest TCI Fund holdings, Buffett picks, Long-Term Chill stock lists, AI portfolio holdings, Google Search news, December 17, 2025)
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