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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 4.96%
Long-term Aggressive 4.66%
Long-term Moderate 4.27%

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
Global Bond 4.69%
High-Yield Bond 2.89%
Corporate Bond 2.23%

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
Dividend Yield 4.11%
Price-to-Sales 3.83%
Price-to-Book 0.78%

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
Australia and New Zealand 26.15%
Africa 19.46%
Asia 14.86%

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
Mid-Cap Value 13.61%
Small-Cap Blend 13.61%
Small-Cap Growth 9.33%

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 50 10.46%
Folio 100 9.00%
Folio 30 8.25%

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
Precious Metals 26.57%
Transport 23.96%
Construction 16.80%

Strategy Folios

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

Top Performing Folios
3 mo return
BetterInvesting Top 100 10.94%
Analyst Selections 6.86%
Analyst Upgrades 6.43%

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 4.11%
Target 2055 Aggressive 4.11%
Target 2060 Aggressive 4.11%

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