AI Portfolio
F
Flash249

新手被动型核心配置组合

基于广泛市场指数与债券的被动型资产配置,适合长期持有。以美股大盘ETF为核心,搭配科技成长及固定收益资产,平衡风险与收益,无需频繁操作。

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0 USD
AUM

Actual Return

+49.15%
Past Month

Backtest Return

+0.05%
1M

Portfolio Details

Name
%Asset
avatar
Total Bond Market ETF - Vanguard
BND
30.00%
Portfolio%
avatar
QQQ Trust - Invesco
QQQ
20.00%
Portfolio%
avatar
S&P 500 ETF - Vanguard
VOO
50.00%
Portfolio%

AI Portfolio Inspiration

F
create a portfolio for me to invest my money

I've generated an AI-powered portfolio card for you based on your account size (96 USD) and a balanced passive approach.

You can open the app to view the card — it'll show the suggested allocation and let you decide whether to create it. I won't pull the trigger for you; that's your call when you see the details.

Once you open it, let me know if you want to adjust anything (more aggressive, more conservative, different ETFs, etc.).

新手被动型核心配置组合

avatar
S&P 500 ETF - Vanguard
VOO
50.00%
Portfolio%
avatar
QQQ Trust - Invesco
QQQ
20.00%
Portfolio%
avatar
Total Bond Market ETF - Vanguard
BND
30.00%
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.