AI Portfolio
avatar
BerryChai

Core Balanced Tech Portfolio

Centers on your current holdings in leading US tech stocks, balancing consumer defensive and high-growth sectors, tailored to the market environment during the Federal Reserve's interest rate cut cycle.

0
Following
0
Copy Users
0 USD
AUM

Actual Return

-0.64%
Past Month

Backtest Return

+1.22%
1M

Portfolio Details

Name
%Asset
avatar
Apple
AAPL
45.00%
Portfolio%
avatar
Broadcom
AVGO
6.00%
Portfolio%
avatar
HP Enterprise
HPE
7.00%
Portfolio%
avatar
Coca-Cola
KO
3.00%
Portfolio%
avatar
Microsoft
MSFT
6.00%
Portfolio%
avatar
Nokia
NOK
4.00%
Portfolio%
avatar
NVIDIA
NVDA
18.00%
Portfolio%
avatar
Defiance Quantum ETF
QTUM
7.00%
Portfolio%
avatar
Rocket Lab
RKLB
4.00%
Portfolio%

AI Portfolio Inspiration

avatar
Help me create an investment portfolio, give it a name, and include these holdings.

Sure, I have generated a card for the “Core Balanced Tech Portfolio” that fully includes all your current stock holdings, with proportions matching your current holding structure.

You can later view the real-time performance fluctuations and industry allocation analysis of this portfolio directly in the app. When making adjustments, you can also use the portfolio’s balanced configuration goals as a reference. If you later update your holdings and want to adjust the portfolio allocation or add new assets to it, just let me know anytime.

AI Portfolio

AI Portfolio

Generate an AI-powered portfolio in one sentence. Execute with one tap.

Try NowLearn More

More Featured Portfolios

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.

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.

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!

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!

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!

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.

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!

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!

Happy Breakup, Musk

As Iron Man parts ways with the Wise King, the three giants of AI, electric vehicles, and cryptocurrency rise strongly

Explore More
AI PortfolioAI Portfolio

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
logo

Social

Download

google playapp store

© 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.