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

Apple Inc logo
NVIDIA Corp logo
Microsoft Corporation logo
Amazon.com Inc. logo
Meta Platforms Inc - Ordinary Shares - Class A logo

Return

+15.91%

Expense Ratio

0.00%

Holdings

501

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

Apple Inc logo
NVIDIA Corp logo
Microsoft Corporation logo
Amazon.com Inc. logo
Meta Platforms Inc - Ordinary Shares - Class A logo

Return

+17.73%

Expense Ratio

0.00%

Holdings

101

Medium risk

$3,400

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

Palantir Technologies Inc - Ordinary Shares - Class A logo
Amphenol Corp. - Ordinary Shares - Class A logo
Motorola Solutions Inc logo
Welltower Inc. logo
Constellation Energy Corporation logo

Return

+12.59%

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

Palantir Technologies Inc - Ordinary Shares - Class A logo
United Airlines Holdings Inc logo
Vistra Corp logo
Axon Enterprise Inc logo
Carnival Corp. - Ordinary Shares (Paired Stock) logo

Return

+12.66%

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

Apple Inc logo
NVIDIA Corp logo
Microsoft Corporation logo
Amazon.com Inc. logo
Meta Platforms Inc - Ordinary Shares - Class A logo

Return

+15.80%

Expense Ratio

0.00%

Holdings

994

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

Emcor Group, Inc. logo
Williams-Sonoma, Inc. logo
Illumina Inc logo
Lennox International Inc logo
Interactive Brokers Group Inc - Ordinary Shares - Class A logo

Return

+12.46%

Expense Ratio

0.00%

Holdings

400

High risk

$8,700

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

Carpenter Technology Corp. logo
Comerica, Inc. logo
Bath & Body Works Inc logo
SPX Technologies Inc logo
MARA Holdings Inc. logo

Return

+10.93%

Expense Ratio

0.00%

Holdings

591

Risky Business

High risk

$1,000

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

Meta Platforms Inc - Ordinary Shares - Class A logo
Microsoft Corporation logo
Alphabet Inc - Ordinary Shares - Class A logo
Apple Inc logo
Amazon.com Inc. logo

Return

+26.01%

Expense Ratio

0.00%

Holdings

5

Medium risk

$1,000

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

Meta Platforms Inc - Ordinary Shares - Class A logo
Wells Fargo & Co. logo
T-Mobile US Inc logo
Salesforce Inc logo
American Express Co. logo

Return

+29.15%

Expense Ratio

0.00%

Holdings

29

High risk

$1,000

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

Health Care

Top Holdings

Rocky Brands, Inc logo
MasterCraft Boat Holdings Inc logo
Smart Powerr Corp logo
Consolidated Water Co. Ltd. logo
Vasta Platform Ltd - Ordinary Shares Class A logo

Return

-5.67%

Expense Ratio

0.00%

Holdings

65

High risk

$1,000

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

Allot Ltd logo
Oxbridge Re Holdings Ltd logo
ClearPoint Neuro Inc logo
Graham Corp. logo
Poseida Therapeutics Inc logo

Return

+26.11%

Expense Ratio

0.00%

Holdings

61

High risk

$1,000

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

Tesla Inc logo
Coinbase Global Inc - Ordinary Shares - Class A logo
Roku Inc - Ordinary Shares - Class A logo
Roblox Corporation - Ordinary Shares - Class A logo
Palantir Technologies Inc - Ordinary Shares - Class A logo

Return

+5.75%

Expense Ratio

0.00%

Holdings

30

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

JPMorgan Chase & Co. logo
Comfort Systems USA, Inc. logo
NVIDIA Corp logo
Simon Property Group, Inc. logo
AT&T, Inc. logo

Return

+6.23%

Expense Ratio

0.00%

Holdings

157

Low risk

$5,100

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

NVIDIA Corp logo
Microsoft Corporation logo
Salesforce Inc logo
Amazon.com Inc. logo
Apple Inc logo

Return

+10.75%

Expense Ratio

0.00%

Holdings

168

High risk

$1,000

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

ProShares Trust - ProShares UltraPro S&P 500 ETF 3x Shares logo
Direxion Shares ETF Trust - Direxion Daily 20+ Year Treasury Bull 3X Shares logo

Return

+3.13%

Expense Ratio

0.97%

Holdings

2

High risk

$1,000

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

ProShares Trust - ProShares Ultra QQQ 2x Shares logo
Invesco Capital Management LLC - Invesco QQQ Trust Series 1 logo

Return

+29.30%

Expense Ratio

0.72%

Holdings

2

Sector Specific

High risk

$1,000

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

NVIDIA Corp logo
Taiwan Semiconductor Manufacturing - ADR logo
Broadcom Inc logo
Advanced Micro Devices Inc. logo
ASML Holding NV - New York Shares logo

Return

+31.62%

Expense Ratio

0.00%

Holdings

25

Medium risk

$2,300

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

Apple Inc logo
NVIDIA Corp logo
Microsoft Corporation logo
Amazon.com Inc. logo
Meta Platforms Inc - Ordinary Shares - Class A logo

Return

+21.83%

Expense Ratio

0.00%

Holdings

101

High risk

$7,700

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

Apple Inc logo
NVIDIA Corp logo
Microsoft Corporation logo
Broadcom Inc logo
Salesforce Inc logo

Return

+24.00%

Expense Ratio

0.00%

Holdings

281

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

JPMorgan Chase & Co. logo
Berkshire Hathaway Inc. - Ordinary Shares - Class B logo
Mastercard Incorporated - Ordinary Shares - Class A logo
Visa Inc - Ordinary Shares - Class A logo
Bank Of America Corp. logo

Return

+13.63%

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

Amazon.com Inc. logo
Tesla Inc logo
Home Depot, Inc. logo
McDonald`s Corp logo
Booking Holdings Inc logo

Return

+18.06%

Expense Ratio

0.00%

Holdings

273

Medium risk

$2,600

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

Linde Plc. logo
Sherwin-Williams Co. logo
Air Products & Chemicals Inc. logo
CRH Plc logo
Ecolab, Inc. logo

Return

+12.12%

Expense Ratio

0.00%

Holdings

108

High risk

$3,100

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

Meta Platforms Inc - Ordinary Shares - Class A logo
Alphabet Inc - Ordinary Shares - Class A logo
Alphabet Inc - Ordinary Shares - Class C logo
Netflix Inc. logo
Walt Disney Co (The) logo

Return

+12.87%

Expense Ratio

0.00%

Holdings

107

Low risk

$3,400

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

Costco Wholesale Corp logo
Procter & Gamble Co. logo
Walmart Inc logo
Coca-Cola Co logo
Philip Morris International Inc logo

Return

+9.82%

Expense Ratio

0.00%

Holdings

101

Medium risk

$13,000

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

Lilly(Eli) & Co logo
Unitedhealth Group Inc logo
Abbvie Inc logo
Johnson & Johnson logo
Merck & Co Inc logo

Return

+9.75%

Expense Ratio

0.00%

Holdings

330

High risk

$3,700

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

Exxon Mobil Corp. logo
Chevron Corp. logo
Conoco Phillips logo
EOG Resources, Inc. logo
Williams Cos Inc logo

Return

+16.14%

Expense Ratio

0.00%

Holdings

100

Medium risk

$3,900

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

Prologis Inc logo
American Tower Corp. logo
Equinix Inc logo
Welltower Inc. logo
Digital Realty Trust Inc logo

Return

+5.10%

Expense Ratio

0.00%

Holdings

151

High risk

$1,000

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

BILL Holdings Inc logo
Atlassian Corporation - Ordinary Shares - Class A logo
Twilio Inc - Ordinary Shares Class A logo
AvePoint Inc - Ordinary Shares - Class A logo
Toast Inc - Ordinary Shares - Class A logo

Return

+13.07%

Expense Ratio

0.00%

Holdings

64

High risk

$1,700

XLF

Select US Financial Sector

speculation
maximum growth

Tracking select top holdings in US financial sector focusing on the top performers.

Top Sector

Financials

Top Holdings

Berkshire Hathaway Inc. - Ordinary Shares - Class B logo
JPMorgan Chase & Co. logo
Visa Inc - Ordinary Shares - Class A logo
Mastercard Incorporated - Ordinary Shares - Class A logo
Bank Of America Corp. logo

Return

+13.01%

Expense Ratio

0.00%

Holdings

72

Factor Specific

Medium risk

$1,100

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

NVIDIA Corp logo
Microsoft Corporation logo
Apple Inc logo
Amazon.com Inc. logo
Meta Platforms Inc - Ordinary Shares - Class A logo

Return

+17.58%

Expense Ratio

0.00%

Holdings

70

Medium risk

$5,400

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

Apple Inc logo
Microsoft Corporation logo
NVIDIA Corp logo
Amazon.com Inc. logo
Meta Platforms Inc - Ordinary Shares - Class A logo

Return

+19.93%

Expense Ratio

0.00%

Holdings

181

Medium risk

$6,400

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

Berkshire Hathaway Inc. - Ordinary Shares - Class B logo
JPMorgan Chase & Co. logo
Unitedhealth Group Inc logo
Exxon Mobil Corp. logo
Home Depot, Inc. logo

Return

+12.10%

Expense Ratio

0.00%

Holdings

332

Medium risk

$2,700

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

Financials

Top Holdings

Walmart Inc logo
JPMorgan Chase & Co. logo
Broadcom Inc logo
NVIDIA Corp logo
Costco Wholesale Corp logo

Return

+14.85%

Expense Ratio

0.00%

Holdings

123

Medium risk

$1,000

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

Utilities

Top Holdings

PNC Financial Services Group Inc logo
Chevron Corp. logo
PPL Corp logo
Prudential Financial Inc. logo
Omnicom Group, Inc. logo

Return

+12.20%

Expense Ratio

0.00%

Holdings

100

Medium risk

$3,200

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

Apple Inc logo
Microsoft Corporation logo
NVIDIA Corp logo
Visa Inc - Ordinary Shares - Class A logo
Mastercard Incorporated - Ordinary Shares - Class A logo

Return

+15.59%

Expense Ratio

0.00%

Holdings

124

Smart Screens

High risk

$1,200

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

HubSpot Inc logo
Lemonade Inc logo
Flutter Entertainment Plc logo
Armada Hoffler Properties Inc logo
First Citizens Bancshares, Inc (NC) - Ordinary Shares - Class A logo

Return

+25.88%

Expense Ratio

0.00%

Holdings

232

Medium risk

$1,000

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

Meta Platforms Inc - Ordinary Shares - Class A logo
F&G Annuities & Life Inc logo
Jackson Financial Inc - Ordinary Shares - Class A logo
Wingstop Inc logo
GigaCloud Technology Inc - Ordinary Shares - Class A logo

Return

+36.37%

Expense Ratio

0.00%

Holdings

21

High risk

$1,000

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

Consolidated Water Co. Ltd. logo
EyePoint Pharmaceuticals Inc logo
Accolade Inc logo
Aurinia Pharmaceuticals Inc logo
Graham Corp. logo

Return

+18.84%

Expense Ratio

0.00%

Holdings

80

Medium risk

$2,300

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

Information Technology

Top Holdings

Novo Nordisk - ADR logo
ASML Holding NV - New York Shares logo
Booking Holdings Inc logo
ARISTA NETWORKS logo
Regeneron Pharmaceuticals, Inc. logo

Return

+22.36%

Expense Ratio

0.00%

Holdings

71

High risk

$1,000

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

Newell Brands Inc logo
Whirlpool Corp. logo
MPLX LP - Unit logo
Icahn Enterprises L P - Unit logo
Two Harbors Investment Corp logo

Return

+7.18%

Expense Ratio

0.00%

Holdings

72

Battle of the VCs

High risk

$1,000

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

American Homes 4 Rent - Ordinary Shares - Class A logo
Skechers U S A, Inc. - Ordinary Shares - Class A logo
Meta Platforms Inc - Ordinary Shares - Class A logo
Zillow Group Inc - Ordinary Shares - Class C logo
Procore Technologies Inc logo

Return

+24.51%

Expense Ratio

0.00%

Holdings

92

High risk

$1,000

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

Reddit Inc. - Ordinary Shares - Class A logo
Dropbox Inc - Ordinary Shares - Class A logo
Amplitude Inc - Ordinary Shares - Class A logo
Maplebear Inc. logo
Pagerduty Inc logo

Return

+18.22%

Expense Ratio

0.00%

Holdings

10

High risk

$1,000

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

HubSpot Inc logo
Unity Software Inc logo
Reddit Inc. - Ordinary Shares - Class A logo
Okta Inc - Ordinary Shares - Class A logo
Confluent Inc - Ordinary Shares Class A logo

Return

+18.70%

Expense Ratio

0.00%

Holdings

33

High risk

$1,000

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

Meta Platforms Inc - Ordinary Shares - Class A logo
Okta Inc - Ordinary Shares - Class A logo
Lyft Inc - Ordinary Shares Cls A logo
Pinterest Inc - Ordinary Shares - Class A logo
Maplebear Inc. logo

Return

+18.64%

Expense Ratio

0.00%

Holdings

10

High risk

$1,000

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

Okta Inc - Ordinary Shares - Class A logo
Oscar Health Inc - Ordinary Shares - Class A logo
Affirm Holdings Inc - Ordinary Shares - Class A logo
QuantumScape Corp - Ordinary Shares - Class A logo
Block Inc - Ordinary Shares - Class A logo

Return

+19.56%

Expense Ratio

0.00%

Holdings

13

Boglehead Portfolios

Low risk

$1,000

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

Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF logo
BlackRock Institutional Trust Company N.A. - iShares Short Treasury Bond ETF logo
BlackRock Institutional Trust Company N.A. - iShares 0-5 Year High Yield Corporate Bond ETF logo
BlackRock Institutional Trust Company N.A. - iShares Broad USD High Yield Corporate Bond ETF logo
SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF logo

Return

+2.60%

Expense Ratio

0.13%

Holdings

6

Low risk

$1,000

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

BlackRock Institutional Trust Company N.A. - iShares 20+ Year Treasury Bond ETF logo
Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo
BlackRock Institutional Trust Company N.A. - iShares 3-7 Year Treasury Bond ETF logo
DB Commodity Services LLC - Invesco DB Commodity Index Tracking Fund logo
SPDR Gold Trust - SPDR Gold Shares ETF logo

Return

+4.32%

Expense Ratio

0.19%

Holdings

5

Low risk

$1,000

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

Vanguard Group, Inc. - Vanguard Total International Stock ETF logo
Vanguard Group, Inc. - Vanguard Short-Term Bond ETF logo
Vanguard Group, Inc. - Vanguard Value ETF logo
Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo
Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo

Return

+6.89%

Expense Ratio

0.06%

Holdings

7

Low risk

$1,000

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

Vanguard Group, Inc. - Vanguard Short-Term Bond ETF logo
Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo
Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo
Vanguard Group, Inc. - Vanguard Value ETF logo
Vanguard Group, Inc. - Vanguard FTSE Pacific ETF logo

Return

+7.21%

Expense Ratio

0.05%

Holdings

9

Low risk

$1,000

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

Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo
BlackRock Institutional Trust Company N.A. - iShares TIPS Bond ETF logo
Vanguard Group, Inc. - Vanguard FTSE Developed Markets ETF logo
Vanguard Group, Inc. - Vanguard Intermediate-Term Treasury ETF logo
Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo

Return

+7.30%

Expense Ratio

0.08%

Holdings

6

Low risk

$1,000

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

Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo
Vanguard Group, Inc. - Vanguard Small Cap ETF logo
Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo
Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo
Vanguard Group, Inc. - Vanguard S&P 500 ETF logo

Return

+6.57%

Expense Ratio

0.05%

Holdings

7

Low risk

$1,000

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

BlackRock Institutional Trust Company N.A. - iShares Gold Trust logo
Vanguard Group, Inc. - Vanguard Long-Term Treasury ETF logo
Vanguard Group, Inc. - Vanguard Short-Term Treasury ETF logo
Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo

Return

+6.24%

Expense Ratio

0.09%

Holdings

4

Low risk

$1,000

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

Vanguard Group, Inc. - Vanguard Total World Stock ETF logo
Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo

Return

+7.04%

Expense Ratio

0.05%

Holdings

2

Low risk

$1,000

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

Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo
Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo
Vanguard Group, Inc. - Vanguard Total International Stock ETF logo
Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo

Return

+6.49%

Expense Ratio

0.05%

Holdings

4

Low risk

$1,000

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

Vanguard Group, Inc. - Vanguard S&P 500 ETF logo
Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo
Vanguard Group, Inc. - Vanguard Total International Stock ETF logo

Return

+8.26%

Expense Ratio

0.04%

Holdings

3

Medium risk

$1,000

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

Vanguard Group, Inc. - Vanguard S&P 500 ETF logo
Vanguard Group, Inc. - Vanguard Total International Stock ETF logo
Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo

Return

+12.28%

Expense Ratio

0.04%

Holdings

3

Low risk

$1,000

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

Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo
Vanguard Group, Inc. - Vanguard S&P 500 ETF logo
Vanguard Group, Inc. - Vanguard Total International Stock ETF logo

Return

+3.89%

Expense Ratio

0.04%

Holdings

3

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