Balance risks with returns
Take your time to find a portfolio that matches your financial objectives and comfort level. To start, think about your account size and investment horizon, your personal risk tolerance, the tax status of your account, and – easily forgotten – how often you can make the time to rebalance your holdings.
With these requirements in mind, you can proceed to the next step: finding that intricate balance between risks and returns that is the essence of successful investing. This chart visualizes our portfolios in these critical dimensions:
Ask our wizard
Our portfolio wizard greatly simplifies finding the right portfolio for you. After just a few clicks, our wizard displays the portfolios most likely matching your investment goals.
We found some excellent choices
The portfolios shown match your chosen investment criteria:
- Account size: @wiz-amount@
- Investment period: @wiz-time@ years
- Risk tolerance: @wiz-risk@ drawdown during recessions
The metrics shown are pessimistic estimates based on your investment period and tax status, which are significantly lower than the backtested results. Read our background article to learn about our methodology.
Compare the metrics
The following table shows the most critical metrics of our portfolios:
