Balanced Growth Allocation (Keep 30% Cash/US Bonds)
Expected maximum drawdown 15-20%, 60% balanced core + 10% growth flexibility + 30% cash assets, suited for the current market environment
Actual Return
Backtest Return
Portfolio Details
AI Portfolio Inspiration
Alright, I've adjusted the allocation for you, reserving 30% in cash-like positions. The portfolio structure and operation tips are all in the card above. You can directly check the real-time prices and place orders for each holding in the app with one click~
Here’s the detailed adjusted allocation for your reference: | Category | Allocation | Holdings | |--------------------|------------|-------------------------------------------------------------------------| | Balanced Core | 36% | Utilities NEE (12%), Consumer Staples PG (12%), Tech Core MSFT (12%) | | Growth Flexibility | 19% | AI Computing AVGO (9%), AI Operations DDOG (6%), Energy Storage ENPH (4%) | | Cash/Cash Equivalents | 45% | 30% US Bond ETF (BIL, current annual yield about 4.8%) + 15% USD cash (can be used to top up flexible holdings anytime) |
Operation Tips
- The US Bond ETF (BIL) is a 1-3 month US Treasury ETF, with almost no NAV fluctuation, yields similar to demand deposits but with higher interest, suitable to replace idle cash positions.
- The growth holdings DDOG and ENPH have risen recently; you can use the reserved 15% cash to buy in batches on dips without buying all at once.
- If you want to swap the cash position for other sector holdings later, just let me know anytime~
Balanced Growth Allocation (Keep 30% Cash/US Bonds)
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