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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
Long-term Aggressive 13.79%
Long-term Moderate 13.02%
Basic Long-term Aggress 12.86%

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 4.82%
Global Bond 3.20%
Municipal Bond 1.60%

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 23.11%
Price-to-Sales 20.79%
Dividend Yield 15.72%

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
Latin America 36.47%
Australia and New Zealand 27.29%
Africa 24.88%

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
Moderate 28.32%
Mid-Cap Value 28.29%
Small-Cap Blend 27.28%

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
Small-Cap ETF 27.40%
Large-Cap ETF 12.31%
Folio 100 11.93%

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
Energy 40.87%
Retail REIT 38.47%
Aerospace 34.94%

Strategy Folios

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

Top Performing Folios
3 mo return
Military Procurement 21.97%
Analyst Upgrades 18.73%
Dogs of the Dow 16.96%

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 22.35%
Target 2055 Aggressive 22.35%
Target 2060 Aggressive 22.35%

View All RTGs