This portfolio, named the Grok 3 Growth Diversified Portfolio 2025, is tailored to your request for a $100,000 investment in ten NYSE-listed growth stocks. It aligns with your 1-3 year investment horizon, medium risk tolerance, interest in growth stocks, preference for diversification, and focus on large- to mid-cap companies. The selected stocks are from diverse sectors, including technology, consumer cyclical, healthcare, industrials, financials, and consumer defensive, to balance growth potential with stability.
Grok 3 Growth Diversified Portfolio 2025
Current Value
$1,310,181.98
Initial Investment
$999,997.79
Total Gain/Loss
+$310,184.19
Performance
+31.02%
Portfolio Value Over Time
Portfolio Positions
| Stock | Quantity | Current Value | Initial Price | Performance |
|---|---|---|---|---|
| CAT (Caterpillar Inc.) | 308.40 | $209,989.56 | $325.62 | +109.11% |
| TSM (Taiwan Semiconductor Manufacturing Company Limited) | 570.71 | $193,407.91 | $176.52 | +91.98% |
| GS (The Goldman Sachs Group, Inc.) | 176.77 | $145,202.41 | $567.10 | +44.85% |
| LLY (Eli Lilly and Company) | 133.08 | $131,793.12 | $734.57 | +34.82% |
| TMO (Thermo Fisher Scientific Inc.) | 243.44 | $122,199.58 | $403.13 | +24.52% |
| YUMC (Yum China Holdings, Inc.) | 2273.76 | $117,848.98 | $44.17 | +17.34% |
| JPM (JPMorgan Chase & Co.) | 394.52 | $114,205.65 | $253.08 | +14.38% |
| AXP (American Express Company) | 352.53 | $106,111.53 | $284.51 | +5.80% |
| NKE (NIKE, Inc.) | 1697.50 | $96,774.48 | $58.30 | -2.21% |
| BF-B (Brown-Forman Corporation) | 2876.04 | $72,648.77 | $34.66 | -27.12% |