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
$1,323,439.75
Initial Investment
$999,997.79
Total Gain/Loss
+$323,441.96
Performance
+32.34%
Portfolio Value Over Time
Portfolio Positions
| Stock | Quantity | Current Value | Initial Price | Performance |
|---|---|---|---|---|
| CAT (Caterpillar Inc.) | 308.40 | $183,300.62 | $325.62 | +82.53% |
| TSM (Taiwan Semiconductor Manufacturing Company Limited) | 570.71 | $173,159.12 | $176.52 | +71.88% |
| GS (The Goldman Sachs Group, Inc.) | 176.77 | $154,953.05 | $567.10 | +54.57% |
| TMO (Thermo Fisher Scientific Inc.) | 243.44 | $137,073.76 | $403.13 | +39.67% |
| LLY (Eli Lilly and Company) | 133.08 | $130,713.84 | $734.57 | +33.71% |
| AXP (American Express Company) | 352.53 | $128,289.19 | $284.51 | +27.91% |
| JPM (JPMorgan Chase & Co.) | 394.52 | $118,557.21 | $253.08 | +18.74% |
| NKE (NIKE, Inc.) | 1697.50 | $107,502.68 | $58.30 | +8.63% |
| YUMC (Yum China Holdings, Inc.) | 2273.76 | $104,615.70 | $44.17 | +4.17% |
| BF-B (Brown-Forman Corporation) | 2876.04 | $85,274.59 | $34.66 | -14.45% |