Investment Strategy Templates

Proven buy-and-hold strategies from legendary investors. Pick a template, customize the tickers for your region, and start tracking.

60/40 Portfolio

by Traditional / Harry Markowitz

Equity 60%
Bonds 40%

The classic balanced portfolio

moderate quarterly rebalancing
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All Weather Portfolio

by Ray Dalio

Bonds 55%
Equity 30%
Gold 8%
Commodities 8%

Balanced across economic environments

conservative annual rebalancing
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Permanent Portfolio

by Harry Browne

Equity 25%
Bonds 25%
Gold 25%
Cash 25%

Four equal parts for four conditions

conservative annual rebalancing
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Golden Butterfly

by Tyler (Portfolio Charts)

Equity 40%
Bonds 20%
Gold 20%
Cash 20%

Enhanced permanent portfolio with small-cap value

moderate annual rebalancing
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Three-Fund Portfolio

by Bogleheads / Jack Bogle

Equity 60%
Bonds 40%

Total market indexing, maximum simplicity

moderate annual rebalancing
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Coffeehouse Portfolio

by Bill Schultheis

Equity 50%
Bonds 40%
Real Estate 10%

Diversified value tilt with a 60/40 foundation

moderate annual rebalancing
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Swensen Portfolio

by David Swensen

Equity 50%
Bonds 30%
Real Estate 20%

Yale endowment principles for individual investors

moderate annual rebalancing
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No-Brainer Portfolio

by William Bernstein

Equity 75%
Bonds 25%

Four equal slices, maximum simplicity

aggressive annual rebalancing
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Core-4 Portfolio

by Rick Ferri

Equity 72%
Bonds 20%
Real Estate 8%

Three-Fund plus REITs — a flexible framework

aggressive quarterly rebalancing
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