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 2050 Aggressive 46.33%
Target 2055 Aggressive 46.33%
Target 2060 Aggressive 46.33%

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 17.82%
Low Volatility ETF 15.39%

Past performance is no guarantee of future results.

Over 100 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 Long-term Aggress 41.14%
Long-term Aggressive 34.80%
Long-term Moderate 32.57%

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
High-Yield Bond 15.55%
Global Bond 10.97%
Corporate Bond 5.77%

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-Book 52.48%
Price-to-Sales 49.74%
Dividend Yield 40.33%

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
Latin America 72.49%
Australia and New Zealand 70.98%
Africa 69.45%

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
Small-Cap Value 99.47%
Small-Cap Growth 94.25%
Mid-Cap Value 81.38%

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
Small-Cap ETF 63.41%
Folio 100 46.90%
Large-Cap ETF 45.24%

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
Construction 100.75%
Retail REIT 84.18%
Transport 78.33%

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
Analyst Upgrades 56.98%
BetterInvesting Top 100 55.72%
Military Procurement 52.83%

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 2050 Aggressive 46.33%
Target 2055 Aggressive 46.33%
Target 2060 Aggressive 46.33%

Past performance is no guarantee of future results.

When you subscribe to any of our folios we’ll usually send you an email regarding any changes we make (on the frequency of such updates we note (e.g., monthly)), so you can update your portfolio, if you wish. The date we make such changes to the model portfolios are always after the end of each stated period, and vary from time to time (e.g., any update we make to a folio may not occur for some weeks after the stated update frequency). 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 and the folios we offer as RTGs are not advised offerings.