Creating a compromise between growth, resilience and diversification without excessive concentration in a single theme.
Creating a compromise between growth, resilience and diversification without excessive concentration in a single theme.
A spread across a growth pillar (Microsoft, Alphabet, Amazon, Eli Lilly, TSMC), a defensive pillar (Johnson & Johnson, Procter & Gamble, Coca-Cola), an infrastructure pillar (Air Liquide, NextEra Energy) and payments (Visa) — for an investor seeking a compromise rather than a concentrated exposure to a single theme.
| Company | Ticker | Role | Target weight |
|---|---|---|---|
| Microsoft | MSFT | Growth | 12.5% |
| Alphabet | GOOGL | Growth | 10% |
| Amazon | AMZN | Growth | 7.5% |
| Visa | V | Payments | 10% |
| Johnson & Johnson | JNJ | Defensive | 10% |
| Eli Lilly | LLY | Growth | 10% |
| Procter & Gamble | PG | Defensive | 10% |
| Air Liquide | AI | Infrastructure | 10% |
| TSMC | TSM | Growth | 7.5% |
| NextEra Energy | NEE | Infrastructure | 7.5% |
| Coca-Cola | KO | Defensive | 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.