Diversified Macro Barbell: US Tech + Gold & Energy
A balanced portfolio designed to lock in gains from US tech while adding defensive diversification via gold and energy, aligned with 2026 macro trends.
Actual Return
Backtest Return
Portfolio Details
AI Portfolio Inspiration
Good — I've already put together an AI portfolio card for you based on your current holdings and the macro picture. You can view it in the app and decide whether to create it. It's not live until you tap to create it.
The logic behind it, briefly:
Your portfolio is heavily concentrated in US tech and crypto-adjacent names — NVDA alone is ~24% of your holdings, and you've got meaningful positions in BTDR, CIFR, and VRT that are all down 23-56%. That's a lot of correlated risk in one direction.
The macro notes I pulled all point the same way: keep AI as the growth engine, but add diversifiers that move differently — gold, energy, and broader regional exposure (Europe, EM) rather than more US mega-cap (blackrock.com, hangseng.com - 2026年9月17日). JPMorgan also flagged that AI infrastructure stocks carry higher short-term risk right now given weak retail dip-buying and fading buyback support (hk.investing.com - 2小时前).
On "reigning in gains": your winners are AAPL (+25%) and NVDA (+8%). The card reflects a tilt toward trimming some of that concentration and rotating into assets with lower correlation — not dumping everything, just balancing the barbell.
One honest caveat: these institutional outlooks were published at different points this year, so they're directional rather than one synchronized snapshot. The consensus direction is consistent though.
Want me to walk through what the card actually does position-by-position before you decide?
Diversified Macro Barbell: US Tech + Gold & Energy
AI Portfolio
Generate an AI-powered portfolio in one sentence. Execute with one tap.
Try NowLearn MoreMore Featured Portfolios
Happy Breakup, Musk
As Iron Man parts ways with the Wise King, the three giants of AI, electric vehicles, and cryptocurrency rise strongly
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!
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.
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!
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.
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!
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.
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.