Zen Defensive Steady Portfolio
Focused on consumer staples, utilities, and gold ETFs, accented with tech leaders and supported by dividend ETFs. Steady defense with max downside protection! Perfect for investors who want a good night's sleep.
Actual Return
Backtest Return
Portfolio Details
AI Portfolio Inspiration
Got it, Rocker4213545! When you say "keep it more stable," I get it: steady profits, less heart-pounding, more sleep. The portfolio should be like a senior doing square dancing—steady and rhythmic😎!
Conservative Portfolio Strategy Analysis
- Core Logic: Mainly defensive assets, risk diversification, steady growth. A touch of tech leaders, with the mainstay in consumer staples, utilities, and gold ETFs that resist downturns.
- Expert Recommendations: Blue-chip stocks + dividend stocks + gold + utilities ETFs for a well-diversified, risk-resistant combination suitable for a "zen holding" approach.
- Popular Platform Portfolios: Zen Steady Portfolio and High Dividend Harvest Portfolio are great fits for conservative investors.
You can directly click these stock lists to see details:
- Zen Steady Portfolio Holdings
- High Dividend Harvest Portfolio Holdings
- Consumer Goods Stock List: Long-term Dividends and Stability
- Gold ETF Stock List: The Hedge Weapon
Bobby’s customized "More Stable" AI Portfolio for you
Portfolio Logic:
- Centered on consumer staples, utilities, and gold ETFs, accented with tech leaders and supported by dividend ETFs for steady defense and maximum downside protection!
Portfolio Allocation:
- Coca-Cola (KO): 20%
- Procter & Gamble (PG): 20%
- Utilities ETF - SPDR (XLU): 15%
- Gold ETF - SPDR (GLD): 20%
- Microsoft (MSFT): 10%
- US Dividend Stock ETF - Schwab (SCHD): 15%
Here is your exclusive "More Stable" AI portfolio card. Tap it to see details in the app and create it with one click!
Zen Defensive Steady Portfolio
If you want to be even more conservative, like only gold and dividend stocks, or add some bond ETFs, just let me know! Bobby is always online, helping you protect your little nest egg steadily. No rush on the investment journey—let’s grow wealth the zen way! 🫡
(The market data is delayed by 15 minutes; you can see real-time quotes after depositing!)
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