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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 4.85%
Basic Med-term Aggress 4.53%
Basic Long-term Mod 4.52%

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
Corporate Bond 4.67%
Global Bond 4.33%
Bond ETF 3.44%

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 4.08%
Dividend Yield 3.28%
Price-to-Book 1.55%

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
Africa 7.99%
Global ETF 4.27%
Global 4.24%

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
Large-Cap Growth 9.56%
Large-Cap Blend 7.07%
Aggressive 6.54%

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
Large-Cap ETF 5.64%
Folio 50 5.62%
Folio 30 5.40%

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
Aerospace 13.85%
Internet 8.44%
Construction 6.95%

Strategy Folios

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

Top Performing Folios
3 mo return
Military Procurement 10.34%
VizMetrics Permanent Plus 7.34%
Defensive Strategy 5.51%

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 2055 Conservative 2.98%
Target 2060 Conservative 2.98%
Target 2050 Conservative 2.95%

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