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Yuka Core

Yuka Finance model DCA strategy — version 1.0 · last editorial revision
Risk: Medium Horizon: 10 years or more 12 positions Monthly DCA

A diversified model allocation combining technology leaders, industry, energy and income-oriented companies.

Objective

A diversified model allocation combining technology leaders, industry, energy and income-oriented companies.

Why this allocation?

A long-term core spread across technology (NVIDIA, Microsoft, Alphabet, Apple, Tesla), industrial innovation (SpaceX), energy (TotalEnergies, Air Liquide), defense (Lockheed Martin), equipment (ASML), consumer goods (PepsiCo) and real estate income (Realty Income) — rather than a concentration in a single sector.

Composition

CompanyTickerRoleTarget weight
NVIDIANVDATechnology14%
MicrosoftMSFTTechnology13%
AlphabetGOOGLTechnology12%
AppleAAPLTechnology10%
TeslaTSLATechnology / Automotive8%
SpaceXSPCXIndustrial / Aerospace8%
PepsiCoPEPConsumer7%
TotalEnergiesTTEEnergy7%
Lockheed MartinLMTDefense7%
ASMLASMLSemiconductor equipment7%
Air LiquideAIIndustrial / Industrial gases4%
Realty IncomeOReal estate income (REIT)3%

Methodology

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.

Risks

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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Yuka Finance model allocation for educational purposes. Not personalized investment advice. All investing carries a risk of capital loss.