Ready-to-Go Folios

We publish over 100 Ready-to-Go Folios—investment portfolios of individual stocks and ETFs that you can buy, sell, or customize in a single transaction. View and sort the full list

Don’t know which Folio is right for you? Take our Investor Questionnaire.

Featured Ready-to-Go Folios:

Target Date Folios

Pick the Folio with the date closest to your planned retirement and your desired risk level.

Low Volatility Folios

Looking for stability in your portfolio? We publish two Folios designed to minimize volatility.

Asset Allocation Folios

Leverage the benefits of diversification and asset allocation through broad market exposure using ETFs.

Top Performing Folios
1 year return
Basic Long-term Aggress 15.83%
Basic Long-term Mod 12.58%
Basic Med-term Aggress 12.53%

Bond Folios

Bonds can provide a hedge against equity market downturns and generate a consistent income stream. Bond Folios consist of ETFs.

Top Performing Folios
1 year return
High-Yield Bond 5.43%
Corporate Bond 0.63%
Municipal Bond -0.04%

Fundamental Folios

Folios based on fundamental company analysis and weighting, using ratios such as dividends, sales, cash flow, book value and other factors.

Top Performing Folios
1 year return
Price-to-Sales 21.89%
Price-to-Book 18.80%
Dividend Yield 15.36%

Geographic Folios

Different parts of the world experience different economic cycles which can provide investors with diversification benefits. Geographic Folios provide exposure to developed and emerging non-US markets with ETFs and ADRs.

Top Performing Folios
1 year return
China Select 30.54%
European Oil and Gas 27.96%
Euroland 27.16%

Investment Style Folios

Investing based on equity styles such as value, growth, blend, or market capitalization may be attractive to many investors building a diversified portfolio.

Top Performing Folios
1 year return
Small-Cap Growth 49.79%
Mid-Cap Growth 32.01%
Small-Cap Value 31.49%

Market Index Folios

Folios of stocks constructed to follow major US Market Indices such as the S&P 500, the NASDAQ 100, and the Dow Jones Industrial Average.

Top Performing Folios
1 year return
Folio 100 26.98%
Small-Cap ETF 26.15%
Large-Cap ETF 21.52%

Sector/Industry Folios

Invest in a specific sector or industry to increase diversification or to take a more concentrated position in anticipation of industry growth.

Top Performing Folios
1 year return
Aerospace 48.05%
Internet 43.25%
Internet 5 40.67%

Strategy Folios

Analyst Upgrades, Defensive, Low Volatility, and other Folios are available to help you.

Top Performing Folios
1 year return
Zacks Momentum Anomaly 48.58%
Military Procurement 48.21%
Zacks Value Anomaly 43.48%

Target Date Folios

Target Date Folios can provide investors with an easy solution to diversified retirement investing. Simply choose your expected retirement date and risk tolerance.

Top Performing Folios
1 year return
Target 2045 Aggressive 5.23%
Target 2055 Aggressive 5.20%
Target 2060 Aggressive 5.20%