Portfolios worth studying.
Explore famous investor holdings, classic lazy portfolios, factor models, and modern capital-efficient strategies — with allocations and trade-offs explained without the noise.
Compare portfolios59
Profiles
6
Strategy types
1–12
Asset sleeves
Profiles
Portfolio library
59 portfolios
Lychee's Tail (My Portfolio)
Elevation Finance
A U.S.-equity-led portfolio with international diversification and focused technology, semiconductor, and quantum-computing sleeves.
View allocationWarren Buffett Portfolio
Berkshire Hathaway
A filing-based view of Berkshire Hathaway’s publicly disclosed U.S. equities: highly concentrated, quality-focused, and built for long holding periods.
View holdingsTony Robbins / Ray Dalio All Seasons Portfolio
Tony Robbins / Ray Dalio
A simplified, unleveraged allocation shared with Tony Robbins for individual investors and designed around four economic environments.
View allocationGolden Butterfly Portfolio
Portfolio Charts
A Permanent Portfolio cousin that adds a small-cap value tilt for more growth potential.
View allocationHarry Browne's Permanent Portfolio
Harry Browne
Four equal assets, each intended to thrive in a different economic environment.
View allocationBogleheads 3 Fund Portfolio
Bogleheads
A global stock portfolio paired with broad U.S. investment-grade bonds.
View allocationBogleheads 4 Fund Portfolio
Bogleheads
Global stocks and global bonds split into U.S. and international building blocks.
View allocationBogleheads 2 Fund Portfolio
Bogleheads
One global stock fund and one global bond fund provide broad coverage with minimal maintenance.
View allocationWarren Buffett ETF Portfolio (90/10)
Warren Buffett
A 90% S&P 500 and 10% short-term Treasury allocation inspired by Buffett's estate instructions.
View allocationPaul Merriman Ultimate Buy and Hold Portfolio
Paul Merriman
Ten equal equity slices diversify by company size, value, geography, and real estate.
View allocationPaul Merriman 4 Fund Portfolio
Paul Merriman
Four equal U.S. equity styles emphasize small and value stocks.
View allocationBen Felix Model Portfolio
Ben Felix / PWL Capital
A globally diversified index core with systematic tilts toward small, value, and profitability factors.
View allocation60/40 Portfolio
Traditional balanced model
The classic balanced portfolio: 60% growth assets and 40% high-quality bonds.
View allocationHedgefundie's Excellent Adventure
Hedgefundie
A 3× leveraged stock-and-Treasury strategy designed around two volatile, diversifying sleeves.
View allocationCustom Emergency Fund Replacement
Elevation Finance
A low-volatility reserve model that prioritizes liquidity and capital stability over return.
View allocationIllustrative ETF Barbell Portfolio
Elevation Finance
An educational ETF model that places 90% in Treasury bills and limits a leveraged U.S. equity position to the remaining 10%.
View allocationDavid Swensen Portfolio (Yale Model)
David Swensen
A diversified individual-investor model emphasizing equities, real estate, and inflation protection.
View allocationMeb Faber Ivy Portfolio
Meb Faber
Five equal asset classes inspired by endowment diversification.
View allocationBernstein No Brainer Portfolio
William Bernstein
Four equal slices spanning large U.S. stocks, small U.S. stocks, international stocks, and bonds.
View allocationBernstein Coward's Portfolio
William Bernstein
A many-sleeved 60/40 portfolio designed to hedge uncertainty across equity styles and regions.
View allocationFrank Armstrong Ideal Index Portfolio
Frank Armstrong
A 70/30 model with broad international exposure and tilts toward U.S. value and small caps.
View allocationBob Clyatt Sandwich Portfolio
Bob Clyatt
A retirement-oriented global allocation with REIT and small-value slices around a broad stock core.
View allocationPinwheel Portfolio
Portfolio Charts
A globally diversified mix with one complementary tilt in each major asset family.
View allocationBill Schultheis Coffeehouse Portfolio
Bill Schultheis
A 60/40 portfolio that divides equities into six equal style and real-estate sleeves.
View allocationJohn's High Dividend Pie
Community model
A diversified dividend-focused model for investors who prioritize portfolio cash flow.
View allocationSecond Grader's Starter Portfolio
Paul Farrell
A simple three-part starter allocation using U.S. stocks, international stocks, and bonds.
View allocationAll Asset No Authority Portfolio
William Bernstein
Eight equal sleeves span U.S. styles, foreign markets, real estate, and short Treasuries.
View allocationLarry Swedroe Portfolio (30/70)
Larry Swedroe
A conservative allocation that seeks higher expected equity returns from a concentrated small-value sleeve.
View allocationTim Maurer Simple Money Portfolio
Tim Maurer
A globally diversified balanced model with dedicated inflation-sensitive assets.
View allocationRick Ferri Core 4 Portfolio
Rick Ferri
A total-market three-fund core plus a dedicated real-estate allocation.
View allocationJL Collins Simple Path to Wealth Portfolio
JL Collins
A radically simple total U.S. stock market portfolio, with bonds added when stability becomes more important.
View allocationRob Arnott Portfolio
Rob Arnott
A diversified smart-beta model that weights markets by economic fundamentals rather than price.
View allocationResearch Affiliates Model Portfolios
Research Affiliates
A family of evidence-based allocations using valuation-aware, fundamental, and multi-factor building blocks.
View allocationCraig Israelsen 7Twelve Portfolio
Craig Israelsen
Twelve funds cover seven core asset classes with equal-sized sleeves.
View allocationRoger Gibson 5 Asset Portfolio
Roger Gibson
Five equal asset classes combine global equities, real estate, commodities, and bonds.
View allocationRoger Gibson Talmud Portfolio
Roger Gibson
An ancient three-way allocation translated into modern stocks, real estate, and reserves.
View allocationGyroscopic Investing Desert Portfolio
Gyroscopic Investing
A defensive all-weather allocation combining stocks, Treasuries, gold, and cash.
View allocationScott Burns Couch Potato Portfolio (50/50)
Scott Burns
One total U.S. stock fund and one inflation-protected bond fund in equal measure.
View allocationScott Burns Margarita Portfolio
Scott Burns
Three equal funds add international stocks to the Couch Potato formula.
View allocationAlexander Green's Gone Fishin' Portfolio
Alexander Green
A diversified ten-fund portfolio designed for low-maintenance annual rebalancing.
View allocationNTSX with Diversification
Capital-efficient model
A capital-efficient U.S. stock/Treasury core with international and alternative diversifiers.
View allocationPSLDX Replication
Capital-efficient model
A DIY approximation of PIMCO StocksPLUS Long Duration using leveraged equities and long Treasuries.
View allocationRPAR Replication
Risk-parity model
A diversified risk-parity approximation spanning global equities, Treasuries, commodities, and gold.
View allocationSWAN + Gold
Defined-risk model
A defined-risk equity strategy paired with gold as an additional crisis and inflation diversifier.
View allocationReturn Stacked Quad Core Portfolio
Return Stacked
A capital-efficient model stacking equity and bond beta with managed futures and alternative trend exposure.
View allocationGinger Ale Portfolio
Optimized Portfolio
A 90/10 global portfolio with substantial small-cap value tilts across the U.S., developed international, and emerging markets.
View allocationWeird Portfolio
Value Stock Geek
A six-sleeve portfolio combining small-company stocks, real estate, long Treasuries, and gold.
View allocationGlobal Market Portfolio (Fixed Approximation)
Doeswijk, Lam, and Swinkels
A fixed-weight, investable approximation of the global market portfolio across stocks, bonds, real estate, and gold.
View allocationGolden Ratio Portfolio
Risk Parity Radio
A risk-parity-inspired allocation spanning growth stocks, small value, long Treasuries, gold, managed futures, and Treasury bills.
View allocationRicher Retirement Portfolio
William Bengen
A simplified retirement portfolio used to study how equity diversification and a substantial bond reserve interact during withdrawals.
View allocationMerriman/Pedersen 2 Funds for Life (Easy)
Paul Merriman and Chris Pedersen
The Easy implementation pairs a target-date retirement fund with a 10% U.S. small-cap value allocation.
View allocationMeb Faber Trinity Portfolio
Meb Faber
A 50/50 blend of a diversified global asset allocation and a monthly trend-following sleeve.
View allocationImproved M1 Finance Ultra Aggressive Portfolio Expert Pie (100/0)
Improved M1 model
A globally diversified all-equity model for investors with maximum risk capacity.
View allocationImproved M1 Finance Aggressive Portfolio Expert Pie (90/10)
Improved M1 model
A 90/10 global allocation with a small-value tilt and high-quality bond ballast.
View allocationImproved M1 Finance Moderately Aggressive Portfolio Expert Pie (80/20)
Improved M1 model
An 80/20 global portfolio balancing high growth potential with meaningful bonds.
View allocationImproved M1 Finance Moderate Portfolio Expert Pie (70/30)
Improved M1 model
A globally diversified 70/30 allocation with bonds split between U.S. and foreign markets.
View allocationImproved M1 Finance Moderately Conservative Portfolio Expert Pie (60/40)
Improved M1 model
A classic balanced risk level implemented with global stocks and global bonds.
View allocationImproved M1 Finance Conservative Portfolio Expert Pie (40/60)
Improved M1 model
A bond-heavy global allocation for investors prioritizing stability over maximum growth.
View allocationImproved M1 Finance Ultra Conservative Portfolio Expert Pie (20/80)
Improved M1 model
A capital-preservation-oriented global portfolio with limited equity exposure.
View allocationNo portfolios match that search.