1-888-485-3456 Free Online Demo Login
MENU

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

Asset Allocation Folios

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

Top Performing Folios
3 mo return
Basic Long-term Aggress 8.64%
Basic Med-term Aggress 6.38%
Basic Long-term Mod 6.34%

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
3 mo return
High-Yield Bond 1.38%
Municipal Bond 0.31%
Government Bond -1.66%

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
3 mo return
Price-to-Book 11.10%
Price-to-Sales 9.41%
Dividend Yield 8.03%

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
3 mo return
Global 9.84%
Africa 7.67%
Global ETF 7.09%

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
3 mo return
Small-Cap Value 19.81%
Small-Cap Growth 15.93%
Value ETF 11.99%

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
3 mo return
Folio 100 11.79%
Large-Cap ETF 10.58%
Folio 50 9.37%

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
3 mo return
Retail REIT 21.64%
Construction 18.06%
Internet 5 15.05%

Strategy Folios

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

Top Performing Folios
3 mo return
Military Procurement 11.57%
BetterInvesting Top 100 10.03%
Dogs of the Dow 9.35%

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
3 mo return
Target 2050 Aggressive 5.99%
Target 2055 Aggressive 5.99%
Target 2060 Aggressive 5.99%

View All RTGs