Maggie Portfolio
A portfolio combining AI supply chain exposure (AIS) and AI memory demand exposure (DRAM), designed for high growth with a 10% deviation rebalancing rule.
Actual Return
Backtest Return
Portfolio Details
AI Portfolio Inspiration
I've built the portfolio for you, here are the core details and execution rules:
Portfolio Allocation (Initial Weighting)
| Asset | Weight | Core Logic | |-------|--------|------------| | AIS ETF | 50% | Tracks the broader AI supply chain (skips Mag7 to focus on infrastructure/upstream players), up 115.2% YTD ([RockFlow实时数据]) | | DRAM ETF | 50% | Pure exposure to the global memory chip market (28% weight in Micron, the leader in HBM for AI), up 156.02% YTD ([RockFlow实时数据]) |
Rebalancing Rule (10% Deviation Trigger)
- Calculate weight deviation every day after market close: When either asset's actual weighting deviates more than 10 percentage points from the 50% target (e.g. DRAM rises to 60%, AIS drops to 40%, or vice versa)
- Rebalance action: Sell the overweight asset and buy the underweight one to reset both to 50% weighting
- Slippage reminder: This portfolio has high volume (AIS 728k daily volume, DRAM 36.28M daily volume), so rebalancing trades will have minimal market impact.
Key Risk Note
Both assets are highly correlated to AI sector sentiment. In the event of a broad AI pullback, the portfolio will have higher volatility than a diversified broad market portfolio. The 10% rebalancing rule will help control overexposure to a single outperforming asset during strong uptrends.
You can view the real-time performance of this portfolio and receive rebalancing reminders directly in the RockFlow app.
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