Sample Portfolios

Explore curated portfolios across different industries and risk profiles. Click Try This Portfolio to open the full analysis — AI commentary, benchmark comparison, and downloadable PDF report.

Prices as of 7/21/2026 · refreshed hourly · Not financial advice.

Balanced Income

Diversified · Income
Low Risk

Blue-chip dividend payers across financials, consumer staples, and payments — built for capital preservation and steady income rather than aggressive growth.

JPM 15%V 15%JNJ 15%KO 13%PG 13%WMT 15%XOM 14%
$20.1k$15k$10kJul '21Oct '22Jan '24Apr '25Jul '26Value
1M
+2.8%
6M
+8.7%
1Y
+19.8%
5Y
+98.7%
Beta 0.73
Consumer Staples 41%Financials 30%Healthcare 15%Energy 14%

Broad Market Core

Index · ETF
Low-Medium Risk

SPY and QQQ anchor broad, low-cost US market exposure; a few high-conviction growth names add the tilt. Simple, diversified, and easy to rebalance.

SPY 35%QQQ 25%AMZN 15%META 15%TSLA 10%
$17.4k$13.7k$10kJul '21Oct '22Jan '24Apr '25Jul '26Value
1M
+5.5%
6M
-0.6%
1Y
+5.3%
5Y
+59.7%
Beta 1.25
Index ETF 60%Technology 40%

Healthcare Innovation

Healthcare · Biotech
Medium Risk

Pharma and biotech leaders in GLP-1, oncology, and immunology — revenues cushioning the inherent R&D and clinical-trial risk.

LLY 25%ABBV 18%REGN 15%AMGN 15%MRNA 12%JNJ 15%
$24.7k$17.3k$10kJul '21Oct '22Jan '24Apr '25Jul '26Value
1M
+6.5%
6M
+14.1%
1Y
+43.2%
5Y
+142.3%
Beta 0.7
Healthcare 100%

Fintech & Payments

Financials · Fintech
Medium Risk

Companies reshaping how money moves — from card rails and mobile wallets to crypto exchanges, capturing the global shift to digital-first finance.

V 28%MA 27%PYPL 20%SQ 15%COIN 10%
$12.3k$11.2k$10kJul '21Oct '22Jan '24Apr '25Jul '26Value
1M
+14.4%
6M
-0.3%
1Y
-12.1%
5Y
+10.8%
Beta 1.41
Financials 100%

Energy Transition

Energy · Clean Tech
Medium-High Risk

Nuclear operators, wind developers, and solar makers accelerating the fossil-fuel shift, alongside grid-power suppliers exposed to clean energy tailwinds.

CEG 22%NEE 20%VRT 18%FSLR 15%ENPH 13%GEV 12%
$25.4k$17.7k$10kApr '24Oct '24May '25Dec '25Jul '26Value
1M
-6.9%
6M
+15.5%
1Y
+35.3%
5Y
+282.7%
Beta 1.15
Utilities 42%Industrials 30%Technology 28%

AI Infrastructure

Technology · AI
High Risk

The companies building the physical and software foundation of the AI era — GPUs, data-center ASICs, cloud hyperscalers, and semiconductor equipment makers.

NVDA 28%AVGO 18%MSFT 14%AMD 10%GOOGL 12%TSM 10%ARM 8%
$74.2k$42.1k$10kJul '21Oct '22Jan '24Apr '25Jul '26Value
1M
-0.7%
6M
+18.8%
1Y
+48.9%
5Y
+559.0%
Beta 1.46
Technology 100%

Photonic & Optical

Technology · Photonics
Speculative Risk

Niche players in optical networking and photonic ICs — high-bandwidth fiber infrastructure carrying AI data center traffic at the speed of light.

LITE 25%CIEN 22%COHR 20%INFN 15%VIAV 10%AAOI 8%
$96.3k$53.2k$10kJul '21Oct '22Jan '24Apr '25Jul '26Value
1M
-16.2%
6M
+77.7%
1Y
+409.9%
5Y
+583.8%
Beta 1.51
Technology 100%

High Growth Disruptors

Technology · Speculative
Very High Risk

AI software, cybersecurity, and crypto bets — concentrated, high-volatility, and best sized as a small satellite position within a larger portfolio.

TSLA 25%PLTR 22%CRWD 20%COIN 18%AMZN 15%
$31.2k$20.6k$10kJul '21Oct '22Jan '24Apr '25Jul '26Value
1M
-14.9%
6M
-25.6%
1Y
-19.6%
5Y
+116.7%
Beta 1.92
Technology 82%Financials 18%

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