AI Portfolio
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Rocker3499794

平衡增长与稳定组合 (Growth & Stability)

针对300 CAD起步资金的平衡型配置。核心仓位聚焦于科技成长与大盘稳定性(QQQ/SPY),卫星仓位配置高波动性成长股(NVDA/TSLA)以捕捉短期动能,兼顾长期复利与短期弹性。

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0 USD
AUM

Actual Return

-4.30%
Past Month

Backtest Return

+2.02%
1M

Portfolio Details

Name
%Asset
avatar
NVIDIA
NVDA
20.00%
Portfolio%
avatar
QQQ Trust - Invesco
QQQ
40.00%
Portfolio%
avatar
S&P 500 ETF-SPDR
SPY
20.00%
Portfolio%
avatar
Tesla
TSLA
20.00%
Portfolio%

AI Portfolio Inspiration

R
yes please

Done — I've put together a portfolio card for you. It's ready in the app now, so you can open it, review the tickers and weightings, and decide whether to create it. Nothing gets placed unless you confirm on your end.

Quick recap of what's on it: a core index position for the stability/long-term side, plus a couple of growth names from your watchlist for the upside slice — roughly the 60/30 split we talked about, sized to your 300 CAD starting point.

Once you've had a look, tell me if the balance feels right or if you want any of the pieces swapped out.

平衡增长与稳定组合 (Growth & Stability)

avatar
QQQ Trust - Invesco
QQQ
40.00%
Portfolio%
avatar
S&P 500 ETF-SPDR
SPY
20.00%
Portfolio%
avatar
NVIDIA
NVDA
20.00%
Portfolio%
avatar
Tesla
TSLA
20.00%
Portfolio%
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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.