Risk Tolerance

Categories

Classic Diverse Direct Indexes

Medium risk

$14,000

SPY

US 500

growth
balanced
growth income

The original passive investment vehicle is generally considered to comprise of 500 of the largest stocks traded within the US. Double's take on this exposes a client to the US stock market in a diversified way without any expense ratio.

Top Sector

Information Technology

Top Holdings

Return

+15.87%

Expense Ratio

0.00%

Holdings

502

Medium risk

$2,100

OEF

US 100

growth
balanced
growth income

This strategy offers a convenient way to access the largest 100 large-cap stocks across various sectors within the U.S. market.

Top Sector

Information Technology

Top Holdings

Return

+17.77%

Expense Ratio

0.00%

Holdings

101

Medium risk

$3,500

VO

USA Mid-Cap Companies

growth
balanced
growth income

Targeting mid-sized U.S. companies, striking a balance between growth potential and stability. Investing in sectors like industrials, technology, consumer goods, and healthcare, it offers exposure to companies with established market positions and growth opportunities.

Top Sector

Industrials

Top Holdings

Return

+12.26%

Expense Ratio

0.00%

Holdings

310

Medium risk

$3,300

RSP

Equal Weighted US 500

growth
balanced
growth income

This index provides equal-weight exposure to the top 500 companies in the US, offering a unique approach compared to traditional market-cap weighted indexes. With an aim to reduce concentration risk by allocating equal amounts to each constituent, it potentially benefits from smaller companies' outperformance.

Top Sector

Industrials

Top Holdings

Return

+12.59%

Expense Ratio

0.00%

Holdings

502

Medium risk

$33,000

IWB

US 1000

growth
balanced
growth income

This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.

Top Sector

Information Technology

Top Holdings

Return

+15.73%

Expense Ratio

0.00%

Holdings

996

Medium risk

$5,000

IJH

US Mid Cap

growth
balanced
growth income

This strategy tracks a market-cap-weighted index of mid-cap US companies. This strategy offers targeted exposure to the growth potential of mid-sized businesses within the US market. With a diversified portfolio of holdings, it provides investors with a comprehensive approach to capturing the mid-cap segment's performance.

Top Sector

Industrials

Top Holdings

Return

+12.19%

Expense Ratio

0.00%

Holdings

400

High risk

$9,100

IJR

US Small Cap

speculation
maximum growth

This strategy tracks a market-cap-weighted index of primarily small-cap US stocks, representing a small portion of the total market. This strategy focuses on the growth potential of smaller companies, offering investors targeted exposure to this dynamic segment of the US equity market. With a diversified portfolio of holdings it provides a broad approach to small-cap investing.

Top Sector

Financials

Top Holdings

Return

+11.01%

Expense Ratio

0.00%

Holdings

591

Risky Business

High risk

$30

Equal MAMAA

speculation
maximum growth

First, it was FAANG, then names changed, and one got dropped; now, we have the familiar faces of Meta, Amazon, Microsoft, Apple, and Alphabet forming this equally weighted MAMAA collection. They are the best of the best. These tech innovators have been doing it for quite some time and don't appear to be going anywhere.

Top Sector

Communication Services

Top Holdings

Return

+25.64%

Expense Ratio

0.00%

Holdings

5

Medium risk

$160

Large Market Beaters

growth
balanced
growth income

Beating the market. That's what so many money managers aim to do, but it's much easier said than done. Over the past year, this collection has achieved that goal. They are the winners, and it wasn't due to small numbers. They are both the largest companies in the stock market (>$200Bn Market Cap) and, at that size, the only companies to outperform the S&P 500 long term average return by 2x (20%)

Top Sector

Financials

Top Holdings

Return

+30.16%

Expense Ratio

0.00%

Holdings

31

High risk

$290

Contrarian Picks

speculation
maximum growth

You better have a strong stomach if this portfolio interests you; it certainly isn't for the faint of heart. These are smaller companies that aren't being traded very heavily and while they may be cheap (PE <15), they have a lackluster TTM performance to show for it (<0%). Are they stocks to avoid or a list of potential hidden gems?

Top Sector

Consumer Discretionary

Top Holdings

Return

-7.28%

Expense Ratio

0.00%

Holdings

56

High risk

$430

High Performance Small Cap

speculation
maximum growth

Who doesn't love an underdog story? These may be small-cap stocks (<$1B in Marekt Cap), but they have packed in a mighty performance in the past year (>90% return). Another benefit of their small size is that there should still be plenty of room for them to continue growing.

Top Sector

Health Care

Top Holdings

Return

+27.35%

Expense Ratio

0.00%

Holdings

83

High risk

$440

ARKK

ARK Innovation ETF

speculation
maximum growth

The ARKK fund was designed to seek long term capital from companies globally involved with, or that benefit from, disruptive innovation.

Top Sector

Health Care

Top Holdings

Return

+5.87%

Expense Ratio

0.00%

Holdings

31

Low risk

$3,000

KRUZ

Republican Trading

capital preservation
balanced
income

This strategy seeks to broadly invest in stocks purchased or sold by Republican members of the US Congress and their families.

Top Sector

Information Technology

Top Holdings

Return

+6.11%

Expense Ratio

0.00%

Holdings

157

Low risk

$5,000

NANC

Democratic Trading

capital preservation
balanced
income

This strategy seeks to broadly invest in stocks purchased or sold by Democratic members of the US Congress and their families.

Top Sector

Information Technology

Top Holdings

Return

+10.83%

Expense Ratio

0.00%

Holdings

167

High risk

$10

HedgeFundie's Excellent Adventure

speculation
maximum growth

Famously posted on the Bogleheads forum in 2019, this risky strategy combining 3x leveraged etfs exposed to the S&P 500 and 20 year treasuries. It's only appropriate for users with very high risk tolerances and incurs relatively high ETF expense ratios

ETF Based Strategy

Top Holdings

Return

+4.20%

Expense Ratio

0.97%

Holdings

2

High risk

$10

Leveraged Tech

speculation
maximum growth

This strategy allocates 70% to ProShares Ultra QQQ (QLD) for its 2x leveraged exposure to the Nasdaq-100. The additional leverage is a super-bullish bet on continued tech sector growth and innovation. The 30% Invesco QQQ (QQQ) provides core exposure to the tech sector while mitigating some of the risks associated with leveraged instruments.

ETF Based Strategy

Top Holdings

Return

+29.78%

Expense Ratio

0.72%

Holdings

2

Sector Specific

High risk

$480

SMH

Semiconductors Index

speculation
maximum growth

This index tracks a market-cap-weighted index of 25 of the largest US-listed semiconductors companies.

Top Sector

Information Technology

Top Holdings

Return

+33.16%

Expense Ratio

0.00%

Holdings

25

Medium risk

$2,200

QQQ

Tech 100

growth
balanced
growth income

This index is closely related to the Nasdaq-100 Index, comprising major tech and growth-oriented companies. It aims to capture the tech sector's long-term growth prospects through exposure to the innovative and leading tech companies listed on the Nasdaq exchange.

Top Sector

Information Technology

Top Holdings

Return

+21.81%

Expense Ratio

0.00%

Holdings

101

High risk

$8,000

VGT

Information Technology Sector

speculation
maximum growth

This strategy concentrates on the technology sector, including companies involved in software, hardware, IT services, and semiconductor industries. It captures the growth potential of tech companies driving innovation and digital transformation, appealing to investors seeking exposure to this dynamic sector.

Top Sector

Information Technology

Top Holdings

Return

+23.67%

Expense Ratio

0.00%

Holdings

283

High risk

$14,000

VFH

Financial Sector

speculation
maximum growth

Double's Financial Sector Strategy invests in financial sector companies, including banks, insurance companies, and financial services firms. Providing exposure to the financial industry's performance, it plays a crucial role in diversified portfolios.

Top Sector

Financials

Top Holdings

Return

+13.47%

Expense Ratio

0.00%

Holdings

373

High risk

$9,400

VCR

Consumer Discretionary Sector

speculation
maximum growth

This strategy focuses on consumer discretionary companies, including retail, automotive, leisure, and entertainment firms. Reflecting consumer spending trends and economic conditions, it's sensitive to changes in consumer sentiment and economic growth.

Top Sector

Consumer Discretionary

Top Holdings

Return

+17.87%

Expense Ratio

0.00%

Holdings

274

Medium risk

$2,800

VAW

Materials Sector

growth
balanced
growth income

This Strategy invests in materials sector companies, including chemicals, construction materials, metals, and mining firms. Providing exposure to global infrastructure development and manufacturing activities, it's positioned to benefit from economic growth and industrial demand.

Top Sector

Materials

Top Holdings

Return

+11.81%

Expense Ratio

0.00%

Holdings

109

High risk

$3,200

VOX

Communication Services

speculation
maximum growth

This strategy tracks the communication services sector, including companies involved in telecommunications, media, and internet services. Capturing trends in digital communication, entertainment, and connectivity, it reflects the evolving landscape of communication technologies.

Top Sector

Communication Services

Top Holdings

Return

+12.27%

Expense Ratio

0.00%

Holdings

108

Low risk

$3,300

VDC

Consumer Staples Sector

capital preservation
balanced
income

This strategy focuses on consumer staples companies, including food, beverage, household products, and retail firms. Offering stability and defensive characteristics, it's often less sensitive to economic cycles.

Top Sector

Consumer Staples

Top Holdings

Return

+9.56%

Expense Ratio

0.00%

Holdings

101

Medium risk

$14,000

VHT

Health Care Sector

growth
balanced
growth income

This Strategy focuses on healthcare companies, including pharmaceuticals, biotechnology, healthcare providers, and medical equipment firms. Offering exposure to a sector driven by demographic trends and ongoing medical advancements, it's a strategic choice for investors considering healthcare's long-term growth potential.

Top Sector

Health Care

Top Holdings

Return

+10.31%

Expense Ratio

0.00%

Holdings

332

High risk

$3,300

VDE

Energy Sector

speculation
maximum growth

This Strategy concentrate on the energy sector, including oil, gas, and renewable energy firms. Offering exposure to the global energy market, it can be influenced by factors such as oil prices, geopolitical events, and environmental policies.

Top Sector

Energy

Top Holdings

Return

+16.42%

Expense Ratio

0.00%

Holdings

101

Medium risk

$3,800

VNQ

Real Estate Sector

growth
balanced
growth income

This ETF follower concentrates primarily on real estate equity and is market-cap weighted for companies involved in the ownership and operation of real estate in the United States.

Top Sector

Real Estate

Top Holdings

Return

+5.03%

Expense Ratio

0.00%

Holdings

149

High risk

$440

WCLD

Cloud Computing

speculation
maximum growth

This strategy tracks US companies primarily focused on cloud software and services. Stocks are equal weighted in the index.

Top Sector

Information Technology

Top Holdings

Return

+11.49%

Expense Ratio

0.00%

Holdings

64

Factor Specific

Medium risk

$1,200

DYNF

U.S. Equity Factor Rotation

growth
balanced
growth income

Optimizes returns by rotating investments across five historically successful styles: quality, value, size, minimum volatility, and momentum. By shifting focus among these factors based on forward-looking insights, this index capitalizes on market opportunities and provides a diversified approach to enhancing returns. This strategy offers a flexible and adaptive way to navigate changing markets, combining multiple styles in a single portfolio to maximize returns while managing risk.

Top Sector

Information Technology

Top Holdings

Return

+16.62%

Expense Ratio

0.00%

Holdings

87

Medium risk

$5,200

VUG

Growth Stocks

growth
balanced
growth income

Growth Stocks focuses on companies with strong growth prospects, often found in sectors driving innovation and technological advancement. This ETF invests in companies demonstrating robust revenue and earnings growth, including technology giants, healthcare innovators, and consumer discretionary leaders.

Top Sector

Information Technology

Top Holdings

Return

+19.77%

Expense Ratio

0.00%

Holdings

180

Medium risk

$6,500

VTV

Value Stocks

growth
balanced
growth income

This Strategy targets undervalued stocks in the U.S. market, emphasizing companies with solid fundamentals and potential for long-term growth. Emphasizing sectors such as healthcare, financials, industrials, and consumer goods, it seeks opportunities where market prices may not fully reflect underlying value metrics like earnings and book value.

Top Sector

Financials

Top Holdings

Return

+12.24%

Expense Ratio

0.00%

Holdings

333

Medium risk

$2,400

MTUM

U.S. Momentum Factor

growth
balanced
growth income

Tracks an index of large- and mid-cap US equities, selected and weighted based on historical price appreciation and low volatility. Focus is on stocks with strong 6- and 12-month price performance, while also considering volatility over the past 3 years. This approach aims to capture momentum while managing risk, providing a unique investment strategy for those seeking growth potential.

Top Sector

Information Technology

Top Holdings

Return

+14.72%

Expense Ratio

0.00%

Holdings

123

Medium risk

$500

Mid & Large Cap Dividend Yield

growth
balanced
growth income

These mid and large cap companies all have above a 3% dividend yield and are equally weighted.

Top Sector

Financials

Top Holdings

Return

+12.61%

Expense Ratio

0.00%

Holdings

97

Medium risk

$3,000

QUAL

USA Quality Factor

growth
balanced
growth income

This strategy invests in US large- and mid-cap stocks with a focus on financial quality. Companies are selected and weighted based on their return on equity, earnings growth stability, and financial leverage, emphasizing strong fundamentals. This approach offers investors exposure to companies with proven profitability and sound financial health.

Top Sector

Information Technology

Top Holdings

Return

+16.11%

Expense Ratio

0.00%

Holdings

123

Smart Screens

High risk

$1,300

Growth at a Fair Price

speculation
maximum growth

These stocks above $1B in Market Cap are modestly valued (PE below 15) but are in the the top 20% of stocks for revenue growth over the past 5 years. We weight them by market cap.

Top Sector

Health Care

Top Holdings

Return

+11.81%

Expense Ratio

0.00%

Holdings

241

Medium risk

$110

The Top 20% Club

growth
balanced
growth income

This group of select stocks has achieved top 20% ratings in 1 year Revenue Growth, Free Cash Flow Per Share and 5 Year Return on Invested Capital. This select group of stocks is equally weighted to prevent any mega caps from dominating this Strategy.

Top Sector

Financials

Top Holdings

Return

+31.92%

Expense Ratio

0.00%

Holdings

21

High risk

$380

Dividend Kings with Cash

speculation
maximum growth

These stocks have a strong dividend yield 5% yearly, and also are in the top 40% of all stocks with regards to cash on hand, meaning they have a strong balance sheet to finance those future dividend payments. We weight these stocks equally.

Top Sector

Financials

Top Holdings

Return

+8.62%

Expense Ratio

0.00%

Holdings

73

Medium risk

$370

Highly Efficient & Growing

growth
balanced
growth income

These stocks are highly efficient, with a Return on Invested Capital > 20%, while also growing earnings > 20% over the last 3 years. We exclude any stock with market cap above $1T, and weight the rest by Market Cap.

Top Sector

Health Care

Top Holdings

Return

+24.41%

Expense Ratio

0.00%

Holdings

72

High risk

$410

Growing Small Caps

speculation
maximum growth

These small cap companies ($250M to $2B) are growing Revenue and Earnings at a nice clip. Equally weighted.

Top Sector

Financials

Top Holdings

Return

+23.04%

Expense Ratio

0.00%

Holdings

80

Battle of the VCs

High risk

$470

Founder Mode

speculation
maximum growth

Stocks only get included in this basket, if the companies founders are still actively involved in the company. We equally weight them. Paul Graham talks a bit about Founder Mode in a recent 2024 essay.

Top Sector

Information Technology

Top Holdings

Return

+24.72%

Expense Ratio

0.00%

Holdings

92

High risk

$60

YC Public Companies

speculation
maximum growth

Like Double, all of these companies have been backed by YCombinator. YC is the worlds most successful startup incubator started by Paul Graham, Jessica Livingston, Robert Morris and Trevor Blackwell in 2005.

Top Sector

Information Technology

Top Holdings

Return

+14.16%

Expense Ratio

0.00%

Holdings

10

High risk

$170

Sequoia Capital Investments

speculation
maximum growth

Sequoia Capital is considered by many to be the worlds best venture capital firm. This Strategy comprises of all the eligible stocks that they've invested in. We've equally weighted the strategy.

Top Sector

Information Technology

Top Holdings

Return

+19.07%

Expense Ratio

0.00%

Holdings

33

High risk

$60

a16z Investments

speculation
maximum growth

Andreessen Horowitz, known as a16z, is a venture capital firm started by Mark Andreessen and Ben Horowitz. It is the largest VC firm measure by assets under management with $42B as of late 2024.

Top Sector

Communication Services

Top Holdings

Return

+17.16%

Expense Ratio

0.00%

Holdings

10

High risk

$70

Khosla Ventures

speculation
maximum growth

Khosla Ventures is an American venture capital firm founded by Vinod Khosla, focused on early-stage companies. Vinod co-founded Sun Microsystems.

Top Sector

Financials

Top Holdings

Return

+20.92%

Expense Ratio

0.00%

Holdings

13

Boglehead Portfolios

Low risk

$60

Diverse Bond Portfolio

capital preservation
balanced
income

For investors seeking lower risk than equities and those nearing retirement, bonds offer a compelling investment option for the upcoming years. We've curated a diverse portfolio of six popular bond ETFs, carefully allocating 60% to short-term Treasuries, 30% to corporate bonds, 8% to floating-rate bonds, and 2% to long-term Treasuries.

ETF Based Strategy

Top Holdings

Return

+2.69%

Expense Ratio

0.13%

Holdings

6

Low risk

$70

Ray Dalio's All Weather

capital preservation
balanced
income

Ray Dalio is a legendary investor, and this Strategy is a simplified version of techniques he's used at his famous hedge fund Bridgewater Associates. It combines 5 asset classes using ETFs, with a 55% allocation to fixed income. It's appropriate for investors with a balance approach to risk and return. Learn more about it here

ETF Based Strategy

Top Holdings

Return

+4.52%

Expense Ratio

0.19%

Holdings

5

Low risk

$80

Armstrong's "Ideal Index"

capital preservation
balanced
income

Frank Armstrong, author of The Informed Investor, proposed this portfolio. Compared to other Boglehead portfolios, it contains a smaller allocation to bonds, and a much larger allocation to international stocks (in fact the equities, excluding REIT, are split 50/50 between domestic and international).

ETF Based Strategy

Top Holdings

Return

+7.16%

Expense Ratio

0.06%

Holdings

7

Low risk

$110

The Coward's Portfolio

capital preservation
balanced
income

William Bernstein created this portfolio and is the author of several books including The Intelligent Asset Allocator and The Four Pillars of Investing. He introduced the Coward's Portfolio in 1996. The "coward" refers not to risk tolerance but to the strategy of hedging your bets and having slices of a number of asset classes.

ETF Based Strategy

Top Holdings

Return

+7.50%

Expense Ratio

0.05%

Holdings

9

Low risk

$60

Bill Schultheis's "Coffeehouse"

capital preservation
balanced
income

Bill Schultheis made this simple seven-fund portfolio popular in his book The Coffeehouse Investor. He advocates 40% in a total market bond fund and 10% each in various stock funds. You can find more information at The Coffeehouse Investor.

ETF Based Strategy

Top Holdings

Return

+6.77%

Expense Ratio

0.05%

Holdings

7

Low risk

$40

David Swensen's Lazy Portfolio

capital preservation
balanced
income

David Swensen is CIO of Yale University and author of Unconventional Success. His lazy portfolio uses low-cost, tax-efficient total market funds, a healthy dose of real estate, and inflation-protected securities (TIPS).

ETF Based Strategy

Top Holdings

Return

+7.50%

Expense Ratio

0.08%

Holdings

6

Low risk

$30

The Permanent Portfolio

capital preservation
balanced
income

Free-market investment analyst Harry Browne devised the Permanent Portfolio in the 1980s, as a buy-and-hold portfolio that contains a healthy allocation to gold. The portfolio holds equal allocations of domestic stocks, gold, short-term treasury bonds, and long term treasury bonds. Boglehead members Craig Rowland and J. M. Lawson have written a book, The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy, detailing every aspect of the Permanent Portfolio.

ETF Based Strategy

Top Holdings

Return

+6.36%

Expense Ratio

0.09%

Holdings

4

Low risk

$10

Two Fund Portfolio

capital preservation
balanced
income

You can invest in broad US and International markets, as well as bonds, using only two funds.

ETF Based Strategy

Top Holdings

Return

+7.17%

Expense Ratio

0.05%

Holdings

2

Low risk

$30

Core 4 Portfolio

capital preservation
balanced
income

By including some direct exposure to the US Real Estate market directly through VNQ, this fund adds a bit more diversity compared to the Majesty of Simplicity.

ETF Based Strategy

Top Holdings

Return

+6.64%

Expense Ratio

0.05%

Holdings

4

Low risk

$20

Majesty of Simplicity - Mod

capital preservation
balanced
income

John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.

ETF Based Strategy

Top Holdings

Return

+8.39%

Expense Ratio

0.04%

Holdings

3

Medium risk

$30

Majesty of Simplicity - Agg

growth
balanced
growth income

John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.

ETF Based Strategy

Top Holdings

Return

+12.34%

Expense Ratio

0.04%

Holdings

3

Low risk

$30

Majesty of Simplicity - Con

capital preservation
balanced
income

John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.

ETF Based Strategy

Top Holdings

Return

+3.98%

Expense Ratio

0.04%

Holdings

3

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¹ Data as of July 2024.

² Availability of tax loss harvesting depends on portfolio diversity.

³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the Important Disclosures for more information.

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