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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
Basic Long-term Aggress 7.16%
Basic Long-term Mod 5.79%
Basic Med-term Aggress 5.75%

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 2.94%
Global Bond 2.66%
Bond ETF 0.03%

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-Sales 3.48%
Dividend Yield 2.76%
Price-to-Book 0.71%

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
Asia 14.22%
Global 7.06%
Global ETF 5.68%

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 Blend 16.51%
Small-Cap Value 15.70%
Mid-Cap Growth 13.65%

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 11.40%
Small-Cap ETF 11.31%
Folio 50 10.38%

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
Transport 23.38%
Construction 20.74%
Internet 18.10%

Strategy Folios

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

Top Performing Folios
3 mo return
BetterInvesting Top 100 9.47%
Analyst Selections 8.09%
Analyst Growth 7.46%

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 4.97%
Target 2055 Aggressive 4.97%
Target 2060 Aggressive 4.97%

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