Steady Growth Portfolio
A balanced allocation with broad-based ETFs as the foundation and high-growth AI leaders on the offensive, suitable for long-term holding, balancing stability and return flexibility
Actual Return
Backtest Return
Portfolio Details
Copy Traders
AI Portfolio Inspiration
I've organized the portfolio holdings and current capital calculation for you:
📊 Overall Portfolio Allocation
Broad-based ballast at 60%, AI leaders on offense at 40%, a good balance capturing both market beta returns and AI sector alpha opportunities. Suitable for a long-term holding horizon of 3+ years.
💰 Current Capital Calculation (Total budget $1000)
| Symbol | Planned Allocation | Latest Price | Buyable Quantity | Estimated Cost | Remaining Cash | |--------|--------------------|--------------|------------------|----------------|----------------| | SPY | 30% ($300) | $675.075 | 1 share | $675.08 | -$375.08 | | QQQ | 30% ($300) | $604.56 | 1 share | $604.56 | - | | NVDA | 20% ($200) | $181.6 | 1 share | $181.6 | - | | MSFT | 20% ($200) | $367.62 | 1 share | $367.62 | - | | Total | 100% | - | 4 shares | $1828.86 | -$828.86 |
⚠️ Note, buying 1 share of each planned stock requires about $1829, far exceeding the $1000 budget. If only $1000 principal is available, consider proportional allocation first: e.g., buy 0.25 shares of SPY, 0.25 shares of QQQ, 1 share of NVDA, 0.2 shares of MSFT (fractional trading is supported on RockFlow), or prioritize broad-based foundation first and gradually add offensive positions later.
Would you like me to help adjust the allocations to precisely fit the $1000 budget?
Steady Growth Portfolio
AI Portfolio
Generate an AI-powered portfolio in one sentence. Execute with one tap.
Try NowLearn MoreMore Featured Portfolios
US Stock Crash Apocalypse Survival Kit
Nasdaq too high? Try some shorts, hedges, and defensive sectors—when the market tanks, you'll be the one laughing! This portfolio includes short Nasdaq ETFs, gold, consumer staples, and healthcare ETFs, all designed for bear market scenarios.
Happy Breakup, Musk
As Iron Man parts ways with the Wise King, the three giants of AI, electric vehicles, and cryptocurrency rise strongly
Duolingo Anti-Fan Portfolio
Made just for those who can't stand Duolingo! Skip DUOL, embrace education tech giant TAL, content company Chegg, paired with defensive McDonald's and tech titans Microsoft and Google. Diversify risk, bet against the crowd, go all in with confidence!
BYD Meme King Crew
Led by BYD, with Tesla, NIO, Li Auto, and XPeng all on board—everything from 'no trades after buying' to 'rocketing every day' in the EV circle is covered! Perfect for those who want to follow the hype without missing the next big winner.
Crocs Brothers
Focusing on the five U.S. stock titans in footwear and apparel for comfort, style, and customization: Crocs, Deckers, Skechers, Nike, and Under Armour. Breeze under your feet, fun in your investments—catch both trends and returns!
Work 10 Years Less Portfolio
Tech giants + new energy + defensive consumer, seize the opportunities of the era—working 10 years fewer night shifts doesn't have to be a dream! Includes Microsoft, Apple, Google, Nvidia, Tesla, and McDonald's.
ENFP Passionate Innovation Portfolio
Designed specifically for ENFPs, combining innovative technology, social attributes, and idealism. Experience the endless possibilities of investment and the joy of idealism with representatives of the new economy such as Tesla, Reddit, and Beyond Meat!
Five New Consumer Kings of HK Stocks
Pop Mart and Bloks join forces, paired with ANTA, CR Beverage, and ChaBaiDao, fully covering trendy collectibles, domestic brands, soft drinks, and new tea beverages. In the wave of new consumption, this is where young people's wallets go!
Concert Economy Disco Combo
Focused on Live Nation (LYV) as the ticketing powerhouse, paired with content platforms like Spotify, Warner Music, Tencent Music, and complemented by AMC Theatres and MPU for comprehensive entertainment coverage — a lineup spanning the entire concert economy chain. Let your money groove to the beat in the capital market!
GPU Cloud Service Rising Stars Portfolio
With CoreWeave at its core and a lineup including Nvidia, AMD, Broadcom, TSMC and other rising stars of the AI compute industry chain, this portfolio is laser-focused on GPU cloud services and AI infrastructure. One click lets you bet big on the 'faucets' of AI computing power and seize your chance in the AI gold rush!
Download the RockFlow App to Explore More AI Portfolios
Try Bobby free for a limited time — generate AI portfolios in one sentence, execute with one tap.
Download App
© Rockalpha Limited. All Rights Reserved.
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.