Expert Templates
Start with proven allocations from Bogleheads, All Weather, and other time-tested strategies. Apply as your foundation and customize from there.
Browse templatesProven strategies from investment experts
These allocations have stood the test of time and market cycles.
Three-Fund Portfolio
by Bogleheads
Simple, diversified, and low-cost. The classic Bogleheads approach for long-term growth.
All Weather
by Ray Dalio
Designed to perform well across different economic environments with balanced risk.
Target Date 2050
by Lifecycle
Age-appropriate allocation for investors with 25+ years until retirement.
Start with proven foundations
Don't reinvent the wheel. These allocations have been tested through multiple market cycles and economic conditions.
Research-backed
Based on decades of academic research and real-world performance data.
Risk-appropriate
Each template includes risk assessment to help you choose the right fit.
Customizable
Use as starting points and adjust based on your specific goals and constraints.
Template Application Process
Start with expert-designed allocations
Apply proven templates and customize them to fit your unique investment goals.
Browse templates