This portfolio balances growth potential with reasonable risk over a 1-3 year horizon by diversifying across key economic sectors. It focuses on established large and mid-cap companies with strong fundamentals and growth trajectories.
Claude's Balanced Horizon
Current Value
$1,190,142.86
Initial Investment
$1,000,001.37
Total Gain/Loss
+$190,141.49
Performance
+19.01%
Portfolio Value Over Time
Portfolio Positions
| Stock | Quantity | Current Value | Initial Price | Performance |
|---|---|---|---|---|
| AMD (Advanced Micro Devices, Inc.) | 983.28 | $189,212.57 | $102.84 | +87.12% |
| AVGO (Broadcom Inc.) | 481.30 | $159,060.02 | $208.20 | +58.73% |
| LLY (Eli Lilly and Company) | 133.08 | $131,793.12 | $734.57 | +34.82% |
| NEE (NextEra Energy, Inc.) | 1463.70 | $133,225.97 | $70.31 | +29.46% |
| ABBV (AbbVie Inc.) | 538.85 | $123,994.77 | $184.60 | +24.65% |
| HD (The Home Depot, Inc.) | 274.08 | $98,098.71 | $362.71 | -1.32% |
| NKE (NIKE, Inc.) | 1697.50 | $96,774.48 | $58.30 | -2.21% |
| MSFT (Microsoft Corporation) | 228.22 | $93,332.85 | $438.73 | -6.79% |
| V (Visa Inc.) | 284.68 | $90,346.04 | $352.54 | -9.98% |
| UNH (UnitedHealth Group Incorporated) | 259.37 | $74,304.32 | $380.64 | -24.74% |