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Build A Better Portfolio

Note: Many options are only available to members. Please sign up or log in to unlock the complete Portfolio Builder.

Our Portfolio Builder appears simple, but there's a lot of complexity under the hood. Learn about our process and how we use this tool. Allocations will change slowly over time as bond yields change, so rerun your portfolio during key events like rebalancing. Questions? Check out our FAQs.

STEP 1: Build a portfolio that has never lost more than over

STEP 2: Maximizing is most important to me.

STEP 3: Include the following asset classes. See a list of sample assets for each asset class, or learn more about how we choose assets for our portfolios.

US Stocks & Real Estate

  • US Large Cap Stocks
  • US Small Cap Stocks
  • US Real Estate

US Bonds

  • Int.-Term US Treasuries
  • Long-Term US Treasuries
  • US Corporate Bonds

International Assets

  • International Stocks
  • Emerging Market Stocks
  • International Treasuries

Other Assets

  • Gold
  • Commodities
  • Money Market or T-Bills (required)

You must select at least three (3) assets, in addition to Money Market/T-Bills.

You have selected a 0% loss over any period. There is only one portfolio that can ensure never suffering a loss of any kind: 100% cash (Money Market/T-Bills). Please relax your loss limits.

STEP 4: Click "Build Portfolio" to create your better portfolio.

Calculation notes: Losses are calculated based on month-end data. Intramonth losses are ignored. Periods are based on rolling n-months, not calendar years. Learn more about loss limits. Money Market/T-Bills are required to ensure all portfolios have a solution. Can we (or anyone else) 100% guarantee that your portfolio will never exceed your loss limit? Of course not. Read more about these and other FAQs.

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About Us

We help investors build better buy & hold asset allocations. Our approach to portfolio building is innovative, but our platform is simple and intuitive to use.

Learn more about what we do and take our portfolio builder for a free test drive.

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