Long-term capital appreciation through companies with structural growth drivers and significant competitive advantages.
Long-term capital appreciation through companies with structural growth drivers and significant competitive advantages.
An editorial selection based on five criteria: durable competitive advantage, a structurally growing market, reinvestment capacity, financial strength, and compatibility with an extremely long horizon. This strategy deliberately accepts significant short-term volatility.
| Company | Ticker | Role | Target weight |
|---|---|---|---|
| Microsoft | MSFT | Cloud & platforms | 15% |
| Alphabet | GOOGL | Cloud & platforms | 12.5% |
| Amazon | AMZN | Cloud & platforms | 12.5% |
| NVIDIA | NVDA | Compute / GPU | 12.5% |
| Visa | V | Payments | 10% |
| TSMC | TSM | Manufacturing | 10% |
| Eli Lilly | LLY | Healthcare | 10% |
| Broadcom | AVGO | Compute / Networking / ASIC | 7.5% |
| Air Liquide | AI | Utilities / infrastructure | 5% |
| Costco | COST | Retail | 5% |
Yuka Finance strategies are editorially defined model allocations, reviewed quarterly. The Score Yuka (a short/medium-term market-context indicator) never automatically influences these long-term weightings — it remains contextual information shown separately, never an automatic adjustment engine.
All investing carries a risk of capital loss. Past performance does not guarantee future results. This page presents no historical performance or return projection.
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Open the simulator →Model strategy for informational and educational purposes. Not personalized investment advice. All investing carries a risk of capital loss.