Ready-to-Go Folios™

If you prefer ready-made convenience or need a few ideas to get started on your portfolio, choose any number of over 160 Ready-to-Go (RTG) folios.

Featured Ready-to-Go Folios™

Target Date RTGs

Planning for college, retirement, or a dream house? If you’re investing for a future goal, target date folios create “easy-to-manage portfolios” of investments that you can adjust over time to maintain a balance of performance and volatility.

Top Performing Folios
1 year return
Target 2010 Conservative -1.81%
Target 2015 Conservative -2.82%
Target 2020 Conservative -3.46%

Past performance is no guarantee of future results.

Low Volatility RTGs

Does market volatility concern you? We have designed two types of low volatility folios: the Low Volatility folio, which comprises a mixture of ETFs and individual stocks, and the Low Volatility ETF folio, which comprises only ETFs.

Top Performing Folios
1 year return
Low Volatility -2.39%
Low Volatility ETF -2.51%

Past performance is no guarantee of future results.

Over 160 RTGs to Choose from and Customize

Asset Allocation RTGs

Choose the benefits of diversification and asset allocation through broad market exposure using ETFs as the basis of your portfolio.

Top Performing Folios
1 year return
Basic Short-term Conserv -0.94%
Basic Short-term Mod -1.69%
Short-term Conservative -1.87%

Past performance is no guarantee of future results.

Bond RTGs

Investing in bonds and other fixed-income securities may afford the opportunity to generate a more consistent income stream, often with less risk than an equity portfolio. Some government bond income may even be tax-free.

Top Performing Folios
1 year return
Municipal Bond 0.50%
Government Bond -0.41%
Bond ETF -0.91%

Past performance is no guarantee of future results.

Fundamental RTGs

Fundamental folios are based on securities chosen using fundamental analysis of public company information such as dividends, sales, cash flow, and book value.

Top Performing Folios
1 year return
Price-to-Sales -6.39%
Dividend Yield -6.43%
Price-to-Book -10.87%

Past performance is no guarantee of future results.

Geographic RTGs

Geographic folios use ADRs and ETFs for exposure to securities offered in specific non-U.S. countries such as Japan, as well as geographic areas like Latin America.

Top Performing Folios
1 year return
Global -2.37%
European Oil and Gas -3.47%
Global ETF -8.63%

Past performance is no guarantee of future results.

Investment Style RTGs

Investment Style folios afford growth, value, blend, and income opportunities across small-cap, mid-cap, and large-cap companies, as well as risk adjustment ideas.

Top Performing Folios
1 year return
Conservative 6.03%
MyPlanIQ SAA Very Cons -0.73%
High Income -1.44%

Past performance is no guarantee of future results.

Market Index RTGs

Market index folios are constructed to follow, generally, major U.S. 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 -0.09%
Folio 50 -1.82%
Folio 30 -3.25%

Past performance is no guarantee of future results.

Sector/Industry RTGs

Select 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
Healthcare 7.04%
Residential REIT 2.24%
REITs 1.50%

Past performance is no guarantee of future results.

Strategy RTGs

Choose from many different investment approaches, ranging from analysts’ picks to defensive and even bear market folios.

Top Performing Folios
1 year return
IPO Candy 22.53%
Bear Market 2X 6.70%
Bear Market 1.5X 5.65%

Past performance is no guarantee of future results.

Target Date RTGs

Target Date folios provide a simple and efficient way to manage investments for long-term goals. These easy-to-manage security portfolios are adjusted over time so as to maintain a balance of performance and volatility.

Top Performing Folios
1 year return
Target 2010 Conservative -1.81%
Target 2015 Conservative -2.82%
Target 2020 Conservative -3.46%

Past performance is no guarantee of future results.

When you subscribe to any of our folios we’ll send you an email regarding any changes so you can update your portfolio if you wish. You have full control to make your own investment decisions based on your individual investment objectives, risk tolerance, and financial situation. We do not offer investment advice.

RTGs in Good Company

We also make available Ready-to-Go Folios™ from brand names you may know. These folios are offered by independent third parties and provide additional folio selections that you can choose from.

Need Help Choosing RTGs?

If you want to invest using RTGs but you’re unsure which to choose, our Investor Questionnaire can help you narrow your selections.

Investor Questionnaire