Portfolio Guide
Learn about portfolio strategies and explore how different allocation approaches work
This tool is for educational illustration only and does not take your personal financial situation, objectives, or needs into account. Results are hypothetical and not guarantees of performance, tax outcomes, or future results. Bogleit does not provide personalized investment, financial, legal, or tax advice and does not recommend or endorse any specific security, portfolio, broker, or strategy, nor does this tool execute or route trades. All investments involve risk, including possible loss of principal. You are responsible for your own investment decisions. Consider consulting a licensed financial professional before acting on any information shown here.
A portfolio is your collection of investments (stocks, bonds, and other assets) working together toward your financial goals.
Bogleheads favor building a portfolio that invests in index funds that charge minimal fees (aka low-cost index funds) or ETFs that track broad market indexes (All that means is the fund owns a little bit of everything in the market, so it tends to mirror the entire market).
Index Funds? ETFs?? These are types of investment vehicles that contain stocks, bonds, or other assets. Examples:
- A "total stock market index fund" contains thousands of individual stocks
- A "bond index fund" contains many individual bonds
- An ETF can hold stocks, bonds, or both.
Choose from preset strategies or create your own custom allocation
Enter your investment amount and explore how it could be split across funds using your chosen allocation
See example ticker symbols for Fidelity, Vanguard, or Schwab