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Rocker3804610

1-2 Year Balanced Growth Portfolio (€1000 Equivalent)

70% growth / 30% defensive allocation targeting 15-30% annual return, max drawdown <10% for 1-2 year investment horizon

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AUM

Actual Return

+0.00%
Past Month

Backtest Return

+335.12%
1M

Portfolio Details

Name
%Asset
avatar
US Dividend Equity ETF - Schwab
SCHD
26.60%
Portfolio%
avatar
SHY iShares 1-3 Year Treasury Bond ETF
SHY
30.90%
Portfolio%
avatar
Information Technology ETF - Vanguard
VGT
42.50%
Portfolio%

AI Portfolio Inspiration

R
yes please

Perfect! The portfolio card has been added to your app view — here are the specific details for each ETF, all tradable directly in RockFlow:

1. Vanguard Information Technology ETF (Ticker: VGT)

  • Allocation: ~$400 (42.5% of your portfolio)
  • Core holdings: NVIDIA (20% weight), Microsoft (12%), Apple (10%), and other top U.S. large-cap tech/AI leaders
  • 5-year average annual return: ~21%, 1-2 year target return: 20-35%
  • Expense ratio: 0.10% (extremely low for sector ETFs)

2. Schwab U.S. Dividend Equity ETF (Ticker: SCHD)

  • Allocation: ~$250 (26.6% of your portfolio)
  • Core holdings: Coca-Cola, IBM, Pfizer, and 100+ U.S. companies with 10+ consecutive years of dividend growth
  • 5-year average annual return: ~12%, plus 3.7% annual dividend payout (paid quarterly)
  • 1-2 year target return: 12-18% (including dividends), acts as a defensive buffer during market pullbacks

3. iShares 1-3 Year Treasury Bond ETF (Ticker: SHY)

  • Allocation: $290.84 (30.9% of your portfolio, uses up all remaining cash)
  • Tracks short-term U.S. government bonds, effectively no principal risk, current yield to maturity: 5.2%
  • 1-2 year target return: 7-10%, can be sold at any time with almost no price volatility if you need to adjust positions or withdraw funds

Next steps to execute:

Tap any of the ETFs in the portfolio card to go directly to the trading page, select "market order" for immediate execution at the current best price. If you want to adjust the allocation ratio (e.g., increase VGT weight for higher growth potential, or add more SHY for lower risk), just let me know and I can update the portfolio for you.

1-2 Year Balanced Growth Portfolio (€1000 Equivalent)

avatar
Information Technology ETF - Vanguard
VGT
42.50%
Portfolio%
avatar
US Dividend Equity ETF - Schwab
SCHD
26.60%
Portfolio%
avatar
SHY iShares 1-3 Year Treasury Bond ETF
SHY
30.90%
Portfolio%
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Rockalpha Limited está inscrita en el Registro de Proveedores de Servicios Financieros de Nueva Zelanda (FSP: 1001454). El registro de Proveedores de Servicios Financieros de Rockalpha Limited puede verificarse en el Registro de Proveedores de Servicios Financieros. Rockalpha Limited es miembro del Insurance &amp; Financial Services Ombudsman Scheme, un proveedor independiente de servicios de resolución de disputas. Rockalpha Limited no está autorizada por ningún organismo regulador neozelandés para prestar servicios monetarios o inmobiliarios a clientes, y la inscripción de Rockalpha Limited en el registro neozelandés de proveedores de servicios financieros o su pertenencia al Insurance &amp; Financial Services Ombudsman Scheme no significa que Rockalpha Limited esté sujeta a la regulación o supervisión activa de un organismo regulador neozelandés.Rockalpha Limited está inscrita en el Registro de Proveedores de Servicios Financieros de Nueva Zelanda (FSP: 1001454). El registro de Proveedores de Servicios Financieros de Rockalpha Limited puede verificarse en el Registro de Proveedores de Servicios Financieros. Rockalpha Limited es miembro del Insurance &amp; Financial Services Ombudsman Scheme, un proveedor independiente de servicios de resolución de conflictos.