Risk Tolerance
Strategy | Top Sector | Top Companies | Holdings | Risk | Minimum Investment | Ann. Return | Blended Expense Ratio | Yield |
|---|---|---|---|---|---|---|---|---|
Equal MAMAA (Risky Business) 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. | Communication Services |      | 5 | High risk | $30 | 24.66% | 0.00% | 0.35% |
Large Market Beaters (Risky Business) 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%) | Financials |     | 28 | Medium risk | $150 | 29.86% | 0.00% | 1.14% |
Contrarian Picks (Risky Business) 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? | Consumer Discretionary |      | 76 | High risk | $390 | -13.94% | 0.00% | 1.60% |
High Performance Small Cap (Risky Business) 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. | Health Care |      | 50 | High risk | $260 | 51.09% | 0.00% | 0.22% |
Innovation Fund (Risky Business) 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. | Health Care |      | 31 | High risk | $400 | 3.25% | 0.00% | 0.02% |
Republican Trading (Risky Business) This strategy seeks to broadly invest in stocks purchased or sold by Republican members of the US Congress and their families. | Information Technology |      | 154 | Low risk | $2,700 | 6.00% | 0.00% | 1.78% |
Democratic Trading (Risky Business) This strategy seeks to broadly invest in stocks purchased or sold by Democratic members of the US Congress and their families. | Information Technology |   | 168 | Low risk | $4,900 | 10.68% | 0.00% | 0.91% |
HedgeFundie's Excellent Adventure (Risky Business) 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 | - |   | 2 | High risk | $10 | -0.16% | 0.97% | 2.36% |
Leveraged Tech (Risky Business) 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. | - |  | 2 | High risk | $10 | 24.40% | 0.72% | 0.33% |
High risk
$1,000
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
Expense Ratio
0.00%
Holdings
5
Medium risk
$1,000
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%)
Top Sector
Financials
Top Holdings
Return
Expense Ratio
0.00%
Holdings
28
High risk
$1,000
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
Expense Ratio
0.00%
Holdings
76
High risk
$1,000
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.
Top Sector
Health Care
Top Holdings
Return
Expense Ratio
0.00%
Holdings
50
High risk
$1,000
ARKK
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.
Top Sector
Health Care
Top Holdings
Return
Expense Ratio
0.00%
Holdings
31
Low risk
$2,700
KRUZ
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
Expense Ratio
0.00%
Holdings
154
Low risk
$4,900
NANC
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
Expense Ratio
0.00%
Holdings
168
High risk
$1,000
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
ETF Based Strategy
Top Holdings
Return
Expense Ratio
0.97%
Holdings
2
High risk
$1,000
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
Expense Ratio
0.72%
Holdings
2