The textbook 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.

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

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

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.

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.

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

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.

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.

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.

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

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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).

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.

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).

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

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.

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.

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.

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.

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 SPYs long term average return by 2x (20%)

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.

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.

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.

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.

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?

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.

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

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.

Who doesn't love an underdog story? These may be small-cap stocks (<$1B in Market 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.

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.

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

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.

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.

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.

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.

This strategy follows the ARKK fund (ticker ARKK) which was designed to seek long term capital from companies globally involved with, or that benefit from, disruptive innovation.

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.

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

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

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

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

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.

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.

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.

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.

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.

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

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