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Your pro portfolios

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Discover Your Portfolio Strategy

Here is the portfolio strategy we created for you! We analyzed your answers to the Pro Portfolio Questionnaire and identified the investments that fits your characteristics as an investor with your goals and constraints as the main focus.

Portfolio Watchlist

Investment Strategy

Asset Composition

Age Range

Choose the Pro Portfolio that best fits your level of risk tolerance.

Choose the portfolio that fits your financial goals at every stage of your life.

Each asset class has different characteristics, choose the Portfolio composition that you want.

Choose the portfolio that is closest to your investor personality.

Choose where you want to invest your money to increase your Portfolio diversification.

Risk Level Classifier

Our Pro Portfolios By Their Level of Investment Risk

The Yale U Unconventional Portfolio

This portfolio by David Swensen recommends investors to avoid complexity by holding just six assets in your portfolio. The CFO of Yale University provided a solid portfolio for passive investors that holds 70% in stocks and 30% in bonds.

See Portfolio

The Second Grader Portfolio

This portfolio by Allan Roth is a very simple and effective investing strategy for passive investors. With only three assets, it achieves a high level of diversification at a low cost.

See Portfolio

The Couch Potato Portfolio

This portfolio by Scott Burns brings to the table one of the most simplistic investment strategies out there. It is a low-maintenance and low-cost portfolio that allows for capital appreciation with 66% in stocks, but reduces volatility with the rest in bonds.

See Portfolio

The Smart Money Portfolio

This portfolio by Wiliam Bernstein presents a somewhat sophisticated investment strategy with a wide diversification and an overweight in global stocks for high return prospects.

See Portfolio

The Ideal Index Portfolio

This portfolio by Frank Armstrong provides a very simple yet clever diversification strategy by allocating 62% to stocks, 30% to short-term government bonds and 8% to real estate investments. This strategy outweighs value stocks over growth with long-term investing as a principal.

See Portfolio

The Global Equities Portfolio

The main idea behind this portfolio is to offer exposure to the world's main equity markets.

See Portfolio

The Optimal Sector Portfolio

This portfolio is comprised of all the 11 major U.S. Sectors. It is initially equally-weighted for simplicity purposes. In the analysis we optimize the portfolio to come up with a great all-US-stock strategy.

See Portfolio

The Conservative Portfolio

This portfolio offers a diversification strategy aimed at investors with lower risk tolerance. Allocating 25% to Stocks and 75% to Corporate and Short-Term Treasuries we can achieve fair returns with diminished risk.

See Portfolio

The Moderate Portfolio

This portfolio offers a diversification strategy aimed at investors with medium risk tolerance. Allocating 65% to Stocks and 35% to Corporate and Short-Term Treasuries we can achieve solid returns while keeping an eye on risk.

See Portfolio

The Aggressive Portfolio

This portfolio provides an aggressive overweight on stocks with 85% allocated to four stock funds that increase diversification within the asset class. The other 15% is allocated to high-quality corporate bonds for increased safety and diversity.

See Portfolio

The Permanent Portfolio

This portfolio by Harry Browne is designed to perform fairly well in any economic condition. It is a very simple diversification strategy with only 4 asset classes.

See Portfolio

The No-Brainer Portfolio

This portfolio by William Bernstein follows a very simple diversification strategy with only 4 asset classes. It is comprised of three classes of Stocks for a total of 75% of the allocation and 25% allocated to Short-Term Bonds.

See Portfolio

The Coffeehouse Portfolio

This portfolio by Bill Schultheis is ideal for many investors because of its simplicity and little to no maintenance. It is called Coffeehouse portfolio because it can be set up as quickly as you drink a cup of coffee as it consists of only seven asset classes and should be re-balanced once a year.

See Portfolio

The Ivy League Portfolio

This portfolio by Meb Faber serves as a tool for passive investors to imitate the portfolio allocation strategies of some of the most successful Ivy League endowments, like Harvard's or Yale's. The strategy is simple and offers a good diversification option. It provides global exposure to Stocks and Bonds and includes Commodities and Real Estate in an equally-weighted portfolio.

See Portfolio

The Ultimate Buy & Hold Portfolio

This strategy by Paul Merriman is meant to help passive investors get exposure to the global markets. The portfolio offers a great deal of diversification across asset classes and regions. In essence, it allocates 54% of the efforts into US and international stocks, 40% into Government bonds and TIPS, and 6% into Real Estate.

See Portfolio

The 10/90 Portfolio

The 10/90 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 10% of the capital to stocks and 90% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 20/80 Portfolio

The 20/80 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 20% of the capital to stocks and 80% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 30/70 Portfolio

The 30/70 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 30% of the capital to stocks and 70% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 40/60 Portfolio

The 40/60 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 40% of the capital to stocks and 60% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 50/50 Portfolio

The 50/50 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 50% of the capital to stocks and 50% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 60/40 Portfolio

The 60/40 Portfolio is one of the most common, simple strategies mainly used in passive investing. The portfolio consists of allocating 60% of the capital to stocks and 40% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 70/30 Portfolio

The 70/30 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 70% of the capital to stocks and 30% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 80/20 Portfolio

The 80/20 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 80% of the capital to stocks and 20% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

Buffett's 90/10 Portfolio

This portfolio by Harry Browne is designed to perform fairly well in any economic condition. It is a very simple diversification strategy with only 4 asset classes.

See Portfolio

The 4-Fund Aggressive Portfolio

Created by Rick Ferri in 2007, the Core 4-Fund Portfolio is a popular strategy for passive investors. This simple portfolio provides a great diversification mix by combining four main broad asset classes: U.S. Stocks,International Stocks, Bonds and, Real Estate.

See Portfolio

The 4-Fund Moderate Portfolio

This portfolio by Harry Browne is designed to perform fairly well in any economic condition. It is a very simple diversification strategy with only 4 asset classes.

See Portfolio

The 4-Fund Conservative Portfolio

Created by Rick Ferri in 2007, the Core 4-Fund Portfolio is a popular strategy for passive investors. This simple portfolio provides a great diversification mix by combining four main broad asset classes: U.S. Stocks,International Stocks, Bonds and, Real Estate.

See Portfolio

Age Range Classifier

Our Pro Portfolios By Their Recommended Age Range

The Yale U Unconventional Portfolio

This portfolio by David Swensen recommends investors to avoid complexity by holding just six assets in your portfolio. The CFO of Yale University provided a solid portfolio for passive investors that holds 70% in stocks and 30% in bonds.

See Portfolio

The Second Grader Portfolio

This portfolio by Allan Roth is a very simple and effective investing strategy for passive investors. With only three assets, it achieves a high level of diversification at a low cost.

See Portfolio

The Couch Potato Portfolio

This portfolio by Scott Burns brings to the table one of the most simplistic investment strategies out there. It is a low-maintenance and low-cost portfolio that allows for capital appreciation with 66% in stocks, but reduces volatility with the rest in bonds.

See Portfolio

The Smart Money Portfolio

This portfolio by Wiliam Bernstein presents a somewhat sophisticated investment strategy with a wide diversification and an overweight in global stocks for high return prospects.

See Portfolio

The Ideal Index Portfolio

This portfolio by Frank Armstrong provides a very simple yet clever diversification strategy by allocating 62% to stocks, 30% to short-term government bonds and 8% to real estate investments. This strategy outweighs value stocks over growth with long-term investing as a principal.

See Portfolio

The Global Equities Portfolio

The main idea behind this portfolio is to offer exposure to the world's main equity markets.

See Portfolio

The Optimal Sector Portfolio

This portfolio is comprised of all the 11 major U.S. Sectors. It is initially equally-weighted for simplicity purposes. In the analysis we optimize the portfolio to come up with a great all-US-stock strategy.

See Portfolio

The Conservative Portfolio

This portfolio offers a diversification strategy aimed at investors with lower risk tolerance. Allocating 25% to Stocks and 75% to Corporate and Short-Term Treasuries we can achieve fair returns with diminished risk.

See Portfolio

The Moderate Portfolio

This portfolio offers a diversification strategy aimed at investors with medium risk tolerance. Allocating 65% to Stocks and 35% to Corporate and Short-Term Treasuries we can achieve solid returns while keeping an eye on risk.

See Portfolio

The Aggressive Portfolio

This portfolio provides an aggressive overweight on stocks with 85% allocated to four stock funds that increase diversification within the asset class. The other 15% is allocated to high-quality corporate bonds for increased safety and diversity.

See Portfolio

The Permanent Portfolio

This portfolio by Harry Browne is designed to perform fairly well in any economic condition. It is a very simple diversification strategy with only 4 asset classes.

See Portfolio

The No-Brainer Portfolio

This portfolio by William Bernstein follows a very simple diversification strategy with only 4 asset classes. It is comprised of three classes of Stocks for a total of 75% of the allocation and 25% allocated to Short-Term Bonds.

See Portfolio

The Coffeehouse Portfolio

This portfolio by Bill Schultheis is ideal for many investors because of its simplicity and little to no maintenance. It is called Coffeehouse portfolio because it can be set up as quickly as you drink a cup of coffee as it consists of only seven asset classes and should be re-balanced once a year.

See Portfolio

The Ivy League Portfolio

This portfolio by Meb Faber serves as a tool for passive investors to imitate the portfolio allocation strategies of some of the most successful Ivy League endowments, like Harvard's or Yale's. The strategy is simple and offers a good diversification option. It provides global exposure to Stocks and Bonds and includes Commodities and Real Estate in an equally-weighted portfolio.

See Portfolio

The Ultimate Buy & Hold Portfolio

This strategy by Paul Merriman is meant to help passive investors get exposure to the global markets. The portfolio offers a great deal of diversification across asset classes and regions. In essence, it allocates 54% of the efforts into US and international stocks, 40% into Government bonds and TIPS, and 6% into Real Estate.

See Portfolio

The 10/90 Portfolio

The 10/90 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 10% of the capital to stocks and 90% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 20/80 Portfolio

The 20/80 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 20% of the capital to stocks and 80% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 30/70 Portfolio

The 30/70 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 30% of the capital to stocks and 70% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 40/60 Portfolio

The 40/60 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 40% of the capital to stocks and 60% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 50/50 Portfolio

The 50/50 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 50% of the capital to stocks and 50% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 60/40 Portfolio

The 60/40 Portfolio is one of the most common, simple strategies mainly used in passive investing. The portfolio consists of allocating 60% of the capital to stocks and 40% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 70/30 Portfolio

The 70/30 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 70% of the capital to stocks and 30% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 80/20 Portfolio

The 80/20 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 80% of the capital to stocks and 20% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

Buffett's 90/10 Portfolio

This portfolio by Harry Browne is designed to perform fairly well in any economic condition. It is a very simple diversification strategy with only 4 asset classes.

See Portfolio

The 4-Fund Aggressive Portfolio

Created by Rick Ferri in 2007, the Core 4-Fund Portfolio is a popular strategy for passive investors. This simple portfolio provides a great diversification mix by combining four main broad asset classes: U.S. Stocks,International Stocks, Bonds and, Real Estate.

See Portfolio

The 4-Fund Moderate Portfolio

This portfolio by Harry Browne is designed to perform fairly well in any economic condition. It is a very simple diversification strategy with only 4 asset classes.

See Portfolio

The 4-Fund Conservative Portfolio

Created by Rick Ferri in 2007, the Core 4-Fund Portfolio is a popular strategy for passive investors. This simple portfolio provides a great diversification mix by combining four main broad asset classes: U.S. Stocks,International Stocks, Bonds and, Real Estate.

See Portfolio

Asset Class Classifier

Our Pro Portfolios By Their Asset Composition

The Yale U Unconventional Portfolio

This portfolio by David Swensen recommends investors to avoid complexity by holding just six assets in your portfolio. The CFO of Yale University provided a solid portfolio for passive investors that holds 70% in stocks and 30% in bonds.

See Portfolio

The Second Grader Portfolio

This portfolio by Allan Roth is a very simple and effective investing strategy for passive investors. With only three assets, it achieves a high level of diversification at a low cost.

See Portfolio

The Couch Potato Portfolio

This portfolio by Scott Burns brings to the table one of the most simplistic investment strategies out there. It is a low-maintenance and low-cost portfolio that allows for capital appreciation with 66% in stocks, but reduces volatility with the rest in bonds.

See Portfolio

The Smart Money Portfolio

This portfolio by Wiliam Bernstein presents a somewhat sophisticated investment strategy with a wide diversification and an overweight in global stocks for high return prospects.

See Portfolio

The Ideal Index Portfolio

This portfolio by Frank Armstrong provides a very simple yet clever diversification strategy by allocating 62% to stocks, 30% to short-term government bonds and 8% to real estate investments. This strategy outweighs value stocks over growth with long-term investing as a principal.

See Portfolio

The Global Equities Portfolio

The main idea behind this portfolio is to offer exposure to the world's main equity markets.

See Portfolio

The Optimal Sector Portfolio

This portfolio is comprised of all the 11 major U.S. Sectors. It is initially equally-weighted for simplicity purposes. In the analysis we optimize the portfolio to come up with a great all-US-stock strategy.

See Portfolio

The Conservative Portfolio

This portfolio offers a diversification strategy aimed at investors with lower risk tolerance. Allocating 25% to Stocks and 75% to Corporate and Short-Term Treasuries we can achieve fair returns with diminished risk.

See Portfolio

The Moderate Portfolio

This portfolio offers a diversification strategy aimed at investors with medium risk tolerance. Allocating 65% to Stocks and 35% to Corporate and Short-Term Treasuries we can achieve solid returns while keeping an eye on risk.

See Portfolio

The Aggressive Portfolio

This portfolio provides an aggressive overweight on stocks with 85% allocated to four stock funds that increase diversification within the asset class. The other 15% is allocated to high-quality corporate bonds for increased safety and diversity.

See Portfolio

The Permanent Portfolio

This portfolio by Harry Browne is designed to perform fairly well in any economic condition. It is a very simple diversification strategy with only 4 asset classes.

See Portfolio

The No-Brainer Portfolio

This portfolio by William Bernstein follows a very simple diversification strategy with only 4 asset classes. It is comprised of three classes of Stocks for a total of 75% of the allocation and 25% allocated to Short-Term Bonds.

See Portfolio

The Coffeehouse Portfolio

This portfolio by Bill Schultheis is ideal for many investors because of its simplicity and little to no maintenance. It is called Coffeehouse portfolio because it can be set up as quickly as you drink a cup of coffee as it consists of only seven asset classes and should be re-balanced once a year.

See Portfolio

The Ivy League Portfolio

This portfolio by Meb Faber serves as a tool for passive investors to imitate the portfolio allocation strategies of some of the most successful Ivy League endowments, like Harvard's or Yale's. The strategy is simple and offers a good diversification option. It provides global exposure to Stocks and Bonds and includes Commodities and Real Estate in an equally-weighted portfolio.

See Portfolio

The Ultimate Buy & Hold Portfolio

This strategy by Paul Merriman is meant to help passive investors get exposure to the global markets. The portfolio offers a great deal of diversification across asset classes and regions. In essence, it allocates 54% of the efforts into US and international stocks, 40% into Government bonds and TIPS, and 6% into Real Estate.

See Portfolio

The 10/90 Portfolio

The 10/90 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 10% of the capital to stocks and 90% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 20/80 Portfolio

The 20/80 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 20% of the capital to stocks and 80% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 30/70 Portfolio

The 30/70 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 30% of the capital to stocks and 70% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 40/60 Portfolio

The 40/60 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 40% of the capital to stocks and 60% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 50/50 Portfolio

The 50/50 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 50% of the capital to stocks and 50% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 60/40 Portfolio

The 60/40 Portfolio is one of the most common, simple strategies mainly used in passive investing. The portfolio consists of allocating 60% of the capital to stocks and 40% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 70/30 Portfolio

The 70/30 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 70% of the capital to stocks and 30% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 80/20 Portfolio

The 80/20 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 80% of the capital to stocks and 20% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

Buffett's 90/10 Portfolio

This portfolio by Harry Browne is designed to perform fairly well in any economic condition. It is a very simple diversification strategy with only 4 asset classes.

See Portfolio

The 4-Fund Aggressive Portfolio

Created by Rick Ferri in 2007, the Core 4-Fund Portfolio is a popular strategy for passive investors. This simple portfolio provides a great diversification mix by combining four main broad asset classes: U.S. Stocks,International Stocks, Bonds and, Real Estate.

See Portfolio

The 4-Fund Moderate Portfolio

This portfolio by Harry Browne is designed to perform fairly well in any economic condition. It is a very simple diversification strategy with only 4 asset classes.

See Portfolio

The 4-Fund Conservative Portfolio

Created by Rick Ferri in 2007, the Core 4-Fund Portfolio is a popular strategy for passive investors. This simple portfolio provides a great diversification mix by combining four main broad asset classes: U.S. Stocks,International Stocks, Bonds and, Real Estate.

See Portfolio

Investment Strategy Classifier

Our Pro Portfolios By Their Underlying Investment Strategy

The Yale U Unconventional Portfolio

This portfolio by David Swensen recommends investors to avoid complexity by holding just six assets in your portfolio. The CFO of Yale University provided a solid portfolio for passive investors that holds 70% in stocks and 30% in bonds.

See Portfolio

The Second Grader Portfolio

This portfolio by Allan Roth is a very simple and effective investing strategy for passive investors. With only three assets, it achieves a high level of diversification at a low cost.

See Portfolio

The Couch Potato Portfolio

This portfolio by Scott Burns brings to the table one of the most simplistic investment strategies out there. It is a low-maintenance and low-cost portfolio that allows for capital appreciation with 66% in stocks, but reduces volatility with the rest in bonds.

See Portfolio

The Smart Money Portfolio

This portfolio by Wiliam Bernstein presents a somewhat sophisticated investment strategy with a wide diversification and an overweight in global stocks for high return prospects.

See Portfolio

The Ideal Index Portfolio

This portfolio by Frank Armstrong provides a very simple yet clever diversification strategy by allocating 62% to stocks, 30% to short-term government bonds and 8% to real estate investments. This strategy outweighs value stocks over growth with long-term investing as a principal.

See Portfolio

The Global Equities Portfolio

The main idea behind this portfolio is to offer exposure to the world's main equity markets.

See Portfolio

The Optimal Sector Portfolio

This portfolio is comprised of all the 11 major U.S. Sectors. It is initially equally-weighted for simplicity purposes. In the analysis we optimize the portfolio to come up with a great all-US-stock strategy.

See Portfolio

The Conservative Portfolio

This portfolio offers a diversification strategy aimed at investors with lower risk tolerance. Allocating 25% to Stocks and 75% to Corporate and Short-Term Treasuries we can achieve fair returns with diminished risk.

See Portfolio

The Moderate Portfolio

This portfolio offers a diversification strategy aimed at investors with medium risk tolerance. Allocating 65% to Stocks and 35% to Corporate and Short-Term Treasuries we can achieve solid returns while keeping an eye on risk.

See Portfolio

The Aggressive Portfolio

This portfolio provides an aggressive overweight on stocks with 85% allocated to four stock funds that increase diversification within the asset class. The other 15% is allocated to high-quality corporate bonds for increased safety and diversity.

See Portfolio

The Permanent Portfolio

This portfolio by Harry Browne is designed to perform fairly well in any economic condition. It is a very simple diversification strategy with only 4 asset classes.

See Portfolio

The No-Brainer Portfolio

This portfolio by William Bernstein follows a very simple diversification strategy with only 4 asset classes. It is comprised of three classes of Stocks for a total of 75% of the allocation and 25% allocated to Short-Term Bonds.

See Portfolio

The Coffeehouse Portfolio

This portfolio by Bill Schultheis is ideal for many investors because of its simplicity and little to no maintenance. It is called Coffeehouse portfolio because it can be set up as quickly as you drink a cup of coffee as it consists of only seven asset classes and should be re-balanced once a year.

See Portfolio

The Ivy League Portfolio

This portfolio by Meb Faber serves as a tool for passive investors to imitate the portfolio allocation strategies of some of the most successful Ivy League endowments, like Harvard's or Yale's. The strategy is simple and offers a good diversification option. It provides global exposure to Stocks and Bonds and includes Commodities and Real Estate in an equally-weighted portfolio.

See Portfolio

The Ultimate Buy & Hold Portfolio

This strategy by Paul Merriman is meant to help passive investors get exposure to the global markets. The portfolio offers a great deal of diversification across asset classes and regions. In essence, it allocates 54% of the efforts into US and international stocks, 40% into Government bonds and TIPS, and 6% into Real Estate.

See Portfolio

The 10/90 Portfolio

The 10/90 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 10% of the capital to stocks and 90% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 20/80 Portfolio

The 20/80 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 20% of the capital to stocks and 80% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 30/70 Portfolio

The 30/70 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 30% of the capital to stocks and 70% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 40/60 Portfolio

The 40/60 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 40% of the capital to stocks and 60% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 50/50 Portfolio

The 50/50 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 50% of the capital to stocks and 50% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 60/40 Portfolio

The 60/40 Portfolio is one of the most common, simple strategies mainly used in passive investing. The portfolio consists of allocating 60% of the capital to stocks and 40% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 70/30 Portfolio

The 70/30 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 70% of the capital to stocks and 30% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

The 80/20 Portfolio

The 80/20 Portfolio is a common, simple strategies mainly used in passive investing. The portfolio consists of allocating 80% of the capital to stocks and 20% to bonds. In its classic and simplistic way, it consists of two assets; however, we created a variation portfolio that offers higher diversification and better return prospects.

See Portfolio

Buffett's 90/10 Portfolio

This portfolio by Harry Browne is designed to perform fairly well in any economic condition. It is a very simple diversification strategy with only 4 asset classes.

See Portfolio

The 4-Fund Aggressive Portfolio

Created by Rick Ferri in 2007, the Core 4-Fund Portfolio is a popular strategy for passive investors. This simple portfolio provides a great diversification mix by combining four main broad asset classes: U.S. Stocks,International Stocks, Bonds and, Real Estate.

See Portfolio

The 4-Fund Moderate Portfolio

This portfolio by Harry Browne is designed to perform fairly well in any economic condition. It is a very simple diversification strategy with only 4 asset classes.

See Portfolio

The 4-Fund Conservative Portfolio

Created by Rick Ferri in 2007, the Core 4-Fund Portfolio is a popular strategy for passive investors. This simple portfolio provides a great diversification mix by combining four main broad asset classes: U.S. Stocks,International Stocks, Bonds and, Real Estate.

See Portfolio

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