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