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
$1,272,206.19
Initial Investment
$1,000,001.37
Total Gain/Loss
+$272,204.82
Performance
+27.22%
Portfolio Value Over Time
Portfolio Positions
| Stock | Quantity | Current Value | Initial Price | Performance |
|---|---|---|---|---|
| AMD (Advanced Micro Devices, Inc.) | 983.28 | $217,914.51 | $102.84 | +115.50% |
| AVGO (Broadcom Inc.) | 481.30 | $195,547.38 | $208.20 | +95.14% |
| LLY (Eli Lilly and Company) | 133.08 | $130,713.84 | $734.57 | +33.71% |
| ABBV (AbbVie Inc.) | 538.85 | $120,158.16 | $184.60 | +20.80% |
| NEE (NextEra Energy, Inc.) | 1463.70 | $116,569.07 | $70.31 | +13.27% |
| MSFT (Microsoft Corporation) | 228.22 | $112,288.80 | $438.73 | +12.15% |
| NKE (NIKE, Inc.) | 1697.50 | $107,502.68 | $58.30 | +8.63% |
| HD (The Home Depot, Inc.) | 274.08 | $94,631.60 | $362.71 | -4.81% |
| V (Visa Inc.) | 284.68 | $92,948.02 | $352.54 | -7.39% |
| UNH (UnitedHealth Group Incorporated) | 259.37 | $83,932.13 | $380.64 | -14.99% |