Tool | April 2014

Investment Portfolio Finder

Pick the Portfolio That's Right for You

Pick the Portfolio That's Right for You

Looking to construct a diversified portfolio tailored to your needs?

Below we've assembled 32 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.

Aggressive Investment Portfolio That's Heavy on Stocks

  • for ETF investors who want a 100% foreign package
  •  95% Stocks |  5% Alternative | 

Alternatives Portfolio (ETFs)

  • For investors willing to trade yield for safety.
  •  100% Bonds | 

Alternatives-Heavy Investment Portfolio

  • For investors who want out-of-the-box choices
  •  40% Stocks |  15% Bonds |  45% Alternative | 

Balanced ETF Portfolio

  • A simple approach using exchange-traded funds.
  •  60% Stocks |  40% Bonds | 

Balanced Investment Portfolio for Medium-Term Goals

  • For near-retirees seeking protection and safety
  •  65% Stocks |  25% Bonds |  10% Alternative | 

Balanced Mutual Fund Portfolio

  • For investors who don't have a lot of cash
  •  70% Stocks |  30% Bonds | 

ETF Investment Portfolio Filled With Alternative Investments

  • For investors who want out-of-the-box ETF choices
  •  20% Stocks |  20% Bonds |  60% Alternative | 

ETF Investment Portfolio for Bond Investors

  • For ETF investors seeking income
  •  100% Stocks | 

ETF Investment Portfolio for Overseas Investors

  • for ETF investors who want a 100% foreign package
  •  95% Stocks |  5% Alternative | 

ETF Investment Portfolio for Vanguard Fans

  • For ETF investors who are fans of the low-cost specialist
  •  65% Stocks |  35% Bonds | 

ETF Portfolio for Growth and Income

  • For ETF investors who want good yield.
  •  100% Stocks | 

ETF Portfolio for Long-Term Growth

  • For investors willing to trade yield for safety.
  •  100% Bonds | 

Expert Bond Portfolio (Russel Kinnel)

  • For the bond portion of your investment portfolio
  •  100% Bonds | 

High Yielding ETF Portfolio

  • For ETF investors seeking fat yields.
  •  55% Stocks |  45% Bonds | 

Higher-Risk Bond Portfolio (ETFs)

  •  100% Bonds | 

Higher-Risk Bond Portfolio (Mutual Funds)

  • This opportunistic portfolio can move with the market.
  •  100% Bonds | 

Investment Portfolio That Seeks to Tamp Down Risk

  • For retirees who don't want to outlive their money
  •  55% Stocks |  32% Bonds |  5% Alternative |  8% Cash  

Ivy Endowment Fund Investment Portfolio

  • For ETF investors who seek solid performance with low volatility
  •  60% Stocks |  20% Bonds |  20% Alternative | 

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

  • Rev up your returns with this stock-heavy portfolio.
  •  75% Stocks |  25% Bonds | 

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

  • When there‚Äôs time left to be aggressive, but not wildly so.
  •  55% Stocks |  45% Bonds | 

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

  •  15% Stocks |  75% Bonds |  10% Alternative | 

Low-Cost Expert Investment Portfolio (Burton Malkiel)

  • For investors seeking good returns from accessible, low-cost funds
  •  80% Stocks |  20% Bonds | 

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

  • For investors seeking good returns from accessible, low-cost funds
  •  65% Stocks |  35% Bonds | 

Low-Cost Expert Investment Portfolio (Larry Swedroe)

  • For investors seeking good returns from accessible, low-cost funds
  •  60% Stocks |  40% Bonds | 

Low-Cost Expert Investment Portfolio (William Larkin)

  • For investors seeking good returns from accessible, low-cost funds
  •  100% Bonds | 

Low-Risk Bond Portfolio (ETFs)

  • For investors willing to trade yield for safety.
  •  100% Bonds | 

Low-Risk Bond Portfolio (Mutual Funds)

  • For investors willing to trade yield for safety.
  •  100% Bonds | 

Moderate-Risk Bond Portfolio (ETFs)

  • For investors seeking good returns from accessible, low-cost funds
  •  60% Stocks |  40% Bonds | 

Moderate-Risk Bond Portfolio (Mutual Funds)

  • A mix for more income.
  •  100% Bonds | 

Municipal Bond Portfolio

  • When taxes matter.
  •  20% Stocks |  80% Bonds | 

Super-Simple Balanced Mutual Fund Portfolio

  • For investors who want to keep it really simple
  •  30% Stocks |  70% Bonds | 

Tofurky Investment Portfolio

  • For investors who don't want to own any common stocks
  •  60% Bonds |  35% Alternative |  5% Cash