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Slow & Steady

Tradestie Score Based
59 Score

Slow & Steady: A diversified portfolio for stable growth in 2026.

Looking for a balanced approach to wealth-building in uncertain markets? The Slow & Steady portfolio offers a compelling sector ETF alternative for investors eyeing steady returns through 2026. With a Tradestie Score of 59.16/100 and a strong Diversification Score of 81.2/100, this portfolio of 10 carefully selected holdings targets long-term growth stocks and value investing opportunities. Designed to mitigate volatility, it focuses on resilient sectors like technology (37%), healthcare (20%), and financial services (12%), making it a smart pick for the Q1 2026 market outlook.

The stock selection in Slow & Steady blends innovation and stability, featuring top holdings like Jefferson Capital, Inc. (JCAP) at 11.7% in financial services, Aardvark Therapeutics, Inc. (AARD) at 11.7% in healthcare stocks, and Smart Share Global Ltd ADR (EM) at 11.7% in consumer cyclical. Tech stocks to buy include Sandisk Corp (SNDK), Automatic Data Processing Inc (ADP), CCC Intelligent Solutions Holdings Inc. (CCC), and Firefly Neuroscience, Inc. (AIFF), capitalizing on the technology sector's growth potential. Industrials like Builders FirstSource Inc (BLDR) and healthcare innovators like Cybin Inc (CYBN) round out the mix. These picks are undervalued stocks or growth leaders based on current valuations, poised to benefit from 2026 market trends. Energy Transfer LP (ET) adds a layer of diversification with energy exposure. Each stock is chosen for its potential to deliver consistent returns amidst evolving economic conditions.

Tailored for the beginner investor or those building a retirement portfolio, Slow & Steady suits passive income seekers who prefer low-to-medium risk over aggressive growth. However, investors should note market risks like tech sector volatility, healthcare regulatory shifts, and economic slowdowns impacting financial services. With a balanced allocation, this portfolio offers a foundation for navigating the 2026 market outlook with confidence.

Total Return
3.82%
YTD Return
6.41%
Daily Return
0.03%
Holdings
10
Initial Value
$10000
Current Value
$10382
Tracking Since
Dec 26, 2025
Diversification
81
Sector Allocation
Technology
37%
Healthcare
20%
Financial Services
12%
Consumer Cyclical
12%
Industrials
10%
Energy
10%

Performance (30 Days)

Holdings

Ticker Weight Price Change 7DTD Total Return Score Alert Info Chart
JCAP 11.7% $21.37 +0.52% -3.78% -8.28% 60
AARD 11.7% $12.99 -2.70% -13.46% 0.00% 56
EM 11.7% $1.15 -0.86% 0.00% -0.86% 60
SNDK 9.7% $576.25 +6.85% +21.62% +52.69% 62
BLDR 9.7% $114.40 -0.72% -6.51% -4.02% 56
ET 9.7% $18.45 -0.43% +2.56% +8.79% 64
ADP 9.7% $246.82 +0.35% -4.29% -7.22% 65
CYBN 8.7% $8.28 +1.22% 0.00% 0.00% 64
CCC 8.7% $7.58 +0.66% -3.75% -10.30% 55
AIFF 8.7% $0.87 -5.18% -15.06% -11.74% 53

Rebalance History

This portfolio is automatically rebalanced when holdings underperform (score below 60 for 10+ consecutive market days).

2026-01-30
RCKT (-6.7%) AARD (Score: 56)
2026-01-26
CAI (-9.5%) BLDR (Score: 65)
2026-01-22
PZZA (+0.8%) EM (Score: 65)
2026-01-20
NET (-2.9%) AIFF (Score: 55)
2026-01-10
CALX (-0.3%) ET (Score: 68)
TK (+1.0%) ADP (Score: 66)
DXC (+1.9%) CCC (Score: 61)

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