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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

Don’t know which Folio is right for you? Take our Investor Questionnaire.

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 2.03%
Medium-term Aggressive 1.96%
Long-term Conservative 1.95%

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 1.36%
Municipal Bond 0.85%
Government Bond 0.27%

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 0.09%
Price-to-Sales 0.02%
Price-to-Book -1.10%

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
European Oil and Gas 11.55%
China Select 3.56%
Global 1.69%

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 Growth 13.15%
Small-Cap Value 11.59%
Small-Cap Blend 9.11%

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 6.05%
Folio 100 3.26%
Large-Cap ETF 1.84%

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
Retail REIT 11.30%
Energy 11.24%
Residential REIT 8.65%

Strategy Folios

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

Top Performing Folios
3 mo return
IPO Candy 15.25%
Tiny Titans 101 13.38%
Analyst Growth 8.57%

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 Conservative 3.25%
Target 2045 Conservative 3.18%
Target 2040 Conservative 3.08%

View All RTGs