AI Portfolio
R
Rocker2842357

稳健成长组合

宽基ETF打底+高景气AI龙头进攻的均衡配置,适合长期持有,兼顾稳定性和收益弹性

1
Following
1
Copy Users
4,000 USD
AUM

Actual Return

+6.82%
Past Month

Backtest Return

-1.96%
1M

Portfolio Details

Name
%Asset
avatar
Microsoft
MSFT
20.00%
Portfolio%
avatar
NVIDIA
NVDA
20.00%
Portfolio%
avatar
QQQ Trust - Invesco
QQQ
30.00%
Portfolio%
avatar
S&P 500 ETF-SPDR
SPY
30.00%
Portfolio%

Copy Traders

User
PnL/Invested
R
Rocker2842357
Started today
+24.89
1,000 USD

AI Portfolio Inspiration

R
1. 打底仓(60%仓位,共600美金) 用宽基ETF做压舱石,分散个股风险,长期走势稳定: ○ 30%仓位买SPY(标普500ETF):覆盖美国500家最大的上市公司,历史长期年化收益约10%,当前价格$675.2,可以买1股,剩余资金留作现金缓冲 ○ 30%仓位买QQQ(纳斯达克100ETF):重仓科技龙头,AI行情下弹性比标普更高,当前价格$604.52,可以买1股 2. 进攻仓(40%仓位,共400美金) 布局高景气赛道,用小仓位搏更高收益: ○ 20%仓位买NVDA(英伟达):AI芯片绝对龙头,业绩增长确定性强,当前价格$181.445,可以买1股 ○ 20%仓位买MSFT(微软):AI商用落地最成熟的科技巨头,Copilot业务增速快,当前价格$367.48,可以买1股

我帮你整理了这个组合的持仓和当前的资金测算:

📊 组合整体配置

宽基压舱石占60%,AI龙头进攻占40%,均衡度挺好的,既吃大盘β收益,也抓AI赛道的α机会,适合3年以上的长期持有思路。

💰 当前资金测算(1000美元总预算)

| 标的 | 计划仓位 | 最新价格 | 可买数量 | 预计花费 | 剩余现金 | |------|----------|----------|----------|----------|----------| | SPY | 30% ($300) | $675.075 | 1股 | $675.08 | -$375.08 | | QQQ | 30% ($300) | $604.56 | 1股 | $604.56 | - | | NVDA | 20% ($200) | $181.6 | 1股 | $181.6 | - | | MSFT | 20% ($200) | $367.62 | 1股 | $367.62 | - | | 合计 | 100% | - | 4股 | $1828.86 | -$828.86 |

⚠️ 注意哦,按你计划的每个标的买1股的话,当前总需要大概1829美元,超出1000美元的预算不少。如果是1000美元本金的话,可以考虑先按比例分配:比如先买0.25股SPY、0.25股QQQ、1股NVDA、0.2股MSFT(碎股交易在RockFlow是支持的),或者先优先买宽基打底,后续再逐步加仓进攻仓。

需要我帮你调整成刚好1000美元的精确仓位分配吗?

稳健成长组合

avatar
S&P 500 ETF-SPDR
SPY
30.00%
Portfolio%
avatar
QQQ Trust - Invesco
QQQ
30.00%
Portfolio%
avatar
NVIDIA
NVDA
20.00%
Portfolio%
avatar
Microsoft
MSFT
20.00%
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.