Research portfolio · revision of 11 July 2026
The Bullish Elite Ultimate Portfolio is the research portfolio of Bullish Stock Alerts: a long-term example of how a diversified stock portfolio can be built and managed with written rules. This page explains its structure, its sector weights, its position-size caps and its rebalancing rules. The individual holdings, tickers and line-by-line weights are reserved for members.
How the portfolio is structured: core and satellites
The portfolio follows a core/satellite approach. The core is the long-term base of the allocation and must always make up the majority of it. Satellites express specific research theses at small, capped weights. Two strategic hedges and a cash reserve complete the allocation.
Core: about two-thirds
Two equity index ETFs, one tracking the whole US market and one the Nasdaq-100, plus ten resilient global leaders. Priority goes to proven compounders and to key players in artificial intelligence, cloud computing and technology infrastructure.
Satellites: small and capped
Value-recovery, emerging-market, energy and gold-mining positions with target weights of 2 to 3% each, plus a crypto sleeve limited to 7% in total.
Hedges and cash
A long-dated US Treasury ETF and a physical-gold ETF, 11% together, held as strategic hedges, plus a 1% cash reserve for fees and rebalancing.
An example of a diversified stock portfolio, by sector
Target weights by sector and asset class, revision of 11 July 2026. Sectors are grouped by business activity rather than by an official index classification. Tickers and line-by-line weights are not shown here.
| Sector or asset class | Lines | Target weight | Role |
|---|---|---|---|
| Equity index ETFs (whole US market, Nasdaq-100) | 2 | 26% | Core |
| Technology, software and semiconductors | 6 | 25% | Core |
| Financials and payments | 3 | 14% | Core, plus one value-recovery satellite |
| Consumer and e-commerce | 3 | 8% | Core, plus one emerging-market satellite |
| Energy | 1 | 3% | Satellite |
| Gold miners | 2 | 5% | Satellite, brought back to target in stages |
| Long-dated US Treasuries (ETF) | 1 | 5% | Strategic hedge |
| Physical gold (ETF) | 1 | 6% | Strategic hedge |
| Crypto-assets | 3 | 7% | Capped satellite, no leverage |
| Cash | 1 | 1% | Fees and rebalancing |
| Total | 23 | 100% |
Position-size caps and concentration rules
- No single company dominates. Each individual stock has a target weight between 2% and 8%. Only the whole-market index ETF, which is itself spread across thousands of US companies, goes above 10%.
- The core comes first. The core accounts for about two-thirds of the target allocation, and new money goes first to core lines that sit below their target weight.
- Satellites are capped. Value-recovery, emerging-market and energy positions are capped at 2 to 3% each and are not reinforced above that cap. A line that sits above its target, such as the gold miners in this revision, is brought back toward it in stages.
- Crypto stays a small sleeve. It totals 7%, is built gradually and uses no leverage; the most speculative line is capped at 1%.
- A limited number of lines. The portfolio holds at most 25 lines. The July 2026 revision has 23, few enough for each one to be followed closely.
Rebalancing and revision rules
- A full rebalance back to the target weights is planned once a year.
- Between two rebalances, a line can be reduced or removed earlier if its investment thesis materially deteriorates.
- Reductions and exits are made in stages rather than in a single trade, to limit timing risk.
- During broad market corrections, available cash can be directed to high-quality assets whose valuations have become more attractive.
- Every revision is dated. Latest revision: 11 July 2026.
Through the year, each line is monitored for revenue growth, free-cash-flow generation, balance-sheet strength, competitive advantages and long-term structural trends, and changes are made only when valuation, fundamentals or portfolio risk justify them. To study companies yourself with a valuation-first approach, see the undervalued stock screener, the stock scoring methodology behind it and the intrinsic value calculator.
Who this example is for, and why it is not a portfolio to copy
This example is for long-term investors who want to see how a diversified stock portfolio can be organised with explicit rules: how much goes to the core, how large a single line may become and when a position is trimmed. Treat it as a long-term investment portfolio example to compare with your own allocation. If you are starting out, the guide on how to find undervalued stocks covers the research steps that come before any allocation decision.
It is not a portfolio to copy. It does not take into account your horizon, income, taxes, existing assets or the losses you can bear. It includes assets that can fall sharply, such as gold miners and crypto-assets, and it can change at every revision. Use it to understand the reasoning, then make your own decisions, with a licensed adviser if needed.
Questions about the portfolio
What is the Bullish Elite Ultimate Portfolio?
It is the research portfolio of Bullish Stock Alerts: a diversified sample stock portfolio, managed for the long term with written rules on allocation, position size and rebalancing. Access is included in both membership plans.
Can I copy the portfolio?
It is published as educational research, not as a personal recommendation or a portfolio managed on your behalf. It does not take your situation into account, so copying it as is would mean ignoring your own goals, constraints and tolerance for losses.
How often is it rebalanced?
A full rebalance is planned once a year, and a line can be reduced earlier if its thesis materially deteriorates. Lifetime access also includes quarterly portfolio revisions. Each revision is dated; the latest is 11 July 2026.
Are the holdings public?
No. This page shows the structure, the sector weights and the rules. The individual lines, with their tickers, target weights and management rules, are reserved for members on this same page.
See the full portfolio, line by line
Both plans include access to the Bullish Elite Ultimate Portfolio, along with the research reports and market commentary: €228 per year, or €683 as a one-time payment for lifetime access. Members see the full model further down this page, with each line’s target weight, role and management rule.
Educational research, not personal investment advice. This portfolio is an example to study, not one to replicate. Full terms in the disclaimer.