Portfolio Templates
Browse curated portfolios by strategy, famous investors, and life stage. Click any template to preview its holdings, then customize in the builder.
Showing 15 of 15 templates
Conservative 60/40
Classic balanced allocation for stability
4 holdings
Bogleheads Three-Fund
Simple, diversified, low-cost investing
3 holdings
Balanced Growth
Growth-oriented with moderate risk
5 holdings
Dividend Income
High-quality dividend stocks for income
4 holdings
Tech Growth
Concentrated technology sector exposure
4 holdings
Aggressive Growth
Maximum growth potential, higher volatility
4 holdings
Warren Buffett Style
Value investing with quality moats
6 holdings
Ray Dalio All-Weather
Designed to perform in any economic climate
5 holdings
John Bogle Classic
The father of index investing
2 holdings
Peter Lynch GARP
Growth at a reasonable price
5 holdings
Cathie Wood Innovation
Disruptive technology and innovation
4 holdings
Early Career (20s-30s)
Aggressive growth for long time horizon
3 holdings
Mid-Career (40s)
Balanced growth with increasing stability
3 holdings
Pre-Retirement (50s)
Capital preservation with moderate growth
3 holdings
Retirement Income
Steady income with capital preservation
5 holdings