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Tool | April 2014

Investment Portfolio Finder

Pick the Portfolio That's Right for You

Looking to construct a diversified portfolio tailored to your needs?

Below we've assembled 22 portfolios recommended by Kiplinger's Personal Finance editors and writers. All of these portfolios begin with the basics, then have been customized for different situations and stages of life. Whether you're a young person focusing on growth, a couple with retirement on the horizon, a retiree looking to generate income without fear of outliving your money, or an investor just looking for ultra simplicity, we hope you'll find some ideas in our portfolio center that fit your goals. Click on any portfolio below to see updated returns, and bookmark a portfolio to track against the performances of your own. We hope these will help you prosper in the years ahead.

 

Kiplinger 25 Portfolio: Long-Term (11+ Years Away)

Kiplinger 25 Portfolio: Long-Term (11+ Years Away)

* for no-load fund investors with long time horizons
* stocks: 75% | bonds: 25%

Kiplinger 25 Portfolio: Mid-Term (6-10 Years Away)

Kiplinger 25 Portfolio: Mid-Term (6-10 Years Away)

* for no-load fund investors starting to near their goal
* stocks: 60% | bonds: 35% | alternatives: 5%

Kiplinger 25 Portfolio: Short-Term (3-5 Years Away)

Kiplinger 25 Portfolio: Short-Term (3-5 Years Away)

* for no-load fund investors with short time horizons
* stocks: 35% | bonds: 60% | alternatives: 5%

ETF Portfolio for Overseas Investors

ETF Portfolio for Overseas Investors

* for ETF investors who want a 100% foreign package
* stocks: 95% | bonds: 0% | alternatives: 5%

ETF Portfolio for Long-Term Growth

ETF Portfolio for Long-Term Growth

* for ETF investors with a healthy tolerance for risk
* stocks: 90% | bonds: 0% | alternatives: 10%

Low-Cost Expert Portfolio (Burton Malkiel)

Low Cost Burton Malkiel

* for investors seeking good returns from accessible, low-cost funds
* stocks: 80% | bonds: 20% | alternatives: 0%

Aggressive Portfolio That's Heavy on Stocks

Aggressive Portfolio That's Heavy on Stocks

* for long-term investors who want to build wealth
* stocks: 80% | bonds: 15% | alternatives: 5%

Low-Minimum Portfolio

Low-Minimum Portfolio

* for investors who don't have a lot of cash
* stocks: 70% | bonds: 30% | alternatives: 0%

The Simple Portfolio

The Simple Portfolio

* for investors who want to keep it really simple
* stocks: 70% | bonds: 30% | alternatives: 0%

Low-Cost Expert Portfolio (Kiplinger's Bob Frick)

Low-Cost Expert Portfolio (Kiplinger's Bob Frick)

* for investors seeking good returns from accessible, low-cost funds
* stocks: 65% | bonds: 35% | alternatives: 0%

ETF Portfolio for Vanguard Fans

ETF Portfolio for Vanguard Fans

* for ETF investors who are fans of the low-cost specialist
* stocks: 65% | bonds: 35% | alternatives: 0%

Balanced Portfolio for Medium-Term Goals

Balanced Portfolio for Medium-Term Goals

* for near-retirees seeking protection and safety
* stocks: 65% | bonds: 25% | alternatives: 10%

Low-Cost Expert Portfolio (Larry Swedroe)

Low-Cost Expert Portfolio (Larry Swedroe)

* for investors seeking good returns from accessible, low-cost funds
* stocks: 60% | bonds: 40% | alternatives: 0%

ETF Portfolio for Growth and Income

ETF Portfolio for Growth and Income

* for ETF investors who want good yield
* stocks: 60% | bonds: 40% | alternatives: 0%

Ivy Endowment Fund Portfolio

Ivy Endowment Fund Portfolio

* for ETF investors who seek solid performance with low volatility
* stocks: 60% | bonds: 20% | alternatives: 20%

Portfolio That Seeks to Tamp Down Risk

Portfolio That Seeks to Tamp Down Risk

* for retirees who don't want to outlive their money
* stocks: 55% | bonds: 32% | alternatives: 5% | cash: 8%

Alternatives-Heavy Portfolio

Alternatives-Heavy Portfolio

* for investors who want out-of-the-box choices
* stocks: 40% | bonds: 15% | alternatives: 45%

ETF Portfolio for Maximum Income

ETF Portfolio for Maximum Income

* for ETF investors seeking fat yields
* stocks: 35% | bonds: 65% | alternatives: 0%

 

ETF Portfolio Filled With Alternative Investments

ETF Portfolio Filled With Alternative Investments

* for investors who want out-of-the-box ETF choices
* stocks: 20% | bonds: 20% | alternatives: 60%

Tofurky Portfolio

Tofurky Portfolio

* for investors who don't want to own any common stocks
* stocks: 0% | bonds: 40% | alternatives: 50% | cash: 10%

ETF Portfolio for Bond Investors

ETF Portfolio for Bond Investors

* for ETF investors seeking income
* stocks: 0% | bonds: 100% | alternatives: 0%

Low-Cost Expert Portfolio (William Larkin)

Low-Cost Expert Portfolio (William Larkin)

* for investors seeking good returns from accessible, low-cost funds
* stocks: 0% | bonds: 100% | alternatives: 0%


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