Portfolio Atlas

A structured map of portfolio architectures.

Explore how different strategies allocate across assets, risk regimes and investment philosophies.

Showing 19 portfolios

All Weather Portfolio

A macro-diversified portfolio designed to perform across different economic environments by balancing growth and inflation sensitivities.

Long Bonds40%
Stocks30%
Intermediate Bonds15%
Gold7.5%
Commodities7.5%
Open atlas entry

Bogleheads Four-Fund Portfolio

A slightly more granular Bogleheads portfolio that preserves low-cost indexing while separating one additional risk or control sleeve.

US Stocks40%
International Stocks25%
Bonds25%
TIPS10%
Open atlas entry

Coffeehouse Portfolio

Bill Schultheis’s relaxed lazy portfolio, built to deliver broad diversification without turning investing into a second job.

US Stocks40%
Bonds30%
International Stocks10%
Small Cap Value10%
REITs10%
Open atlas entry

Coffeehouse REIT Variant

A Coffeehouse-style lazy portfolio that keeps the classic 60/40 discipline while carving out an explicit real-estate sleeve inside the equity allocation.

Bonds40%
US Stocks35%
Small Cap Value10%
International Stocks10%
REITs5%
Open atlas entry

Dogs of the Dow

A simple contrarian dividend strategy that buys the highest-yielding Dow Jones blue-chip stocks and rebalances annually.

Dividend Stocks100%
Open atlas entry

Fama-French Factor Portfolio

A practical investable interpretation of the Fama-French factor framework, combining broad market beta with diversified size and value tilts across US and international equities.

US Total Market40%
US Small Cap Value25%
US Large Cap Value15%
International Developed Value10%
International Small Cap Value10%
Open atlas entry

Frank Armstrong Ideal Index

A Frank Armstrong-style index portfolio with equity slices, international stocks, REITs and short bonds.

International Stocks31%
Short Bonds30%
US Stocks16%
Small Cap Value15%
REITs8%
Open atlas entry

Ideal Index Portfolio

A slice-and-dice lazy portfolio using international stocks, short bonds, REITs and US equity tilts.

International Stocks31%
Short Bonds30%
US Stocks16%
Small Cap Value15%
REITs8%
Open atlas entry

Margarita Portfolio

A simple three-fund portfolio split evenly across US stocks, international stocks and bonds.

Bonds34%
US Stocks33%
International Stocks33%
Open atlas entry

Momentum Portfolio

A factor portfolio emphasizing assets or stocks with strong recent performance.

Momentum Stocks100%
Open atlas entry

No-Brainer Portfolio

William Bernstein’s simple four-sleeve portfolio combining broad equities, small-cap value and bonds in equal weights.

US Stocks25%
International Stocks25%
Small Cap Value25%
Bonds25%
Open atlas entry

One-Fund Portfolio

A one-decision portfolio using a single diversified fund that embeds global allocation and rebalancing.

Stocks60%
Bonds40%
Open atlas entry

Risk Parity Portfolio

An institutional portfolio framework that balances risk contribution across assets instead of capital allocation.

Bonds50%
Stocks25%
Gold15%
Commodities10%
Open atlas entry

Second Grader Portfolio

A deliberately simple index mix built for clarity and low maintenance.

US Stocks50%
Bonds30%
International Stocks20%
Open atlas entry

Simple Path to Wealth

A very simple equity-heavy portfolio popularized by JL Collins.

US Stocks75%
Bonds25%
Open atlas entry

Target Date Portfolio

A lifecycle portfolio that automatically reduces risk over time.

Stocks70%
Bonds30%
Open atlas entry

Three-Fund Portfolio

The canonical Bogleheads portfolio using domestic stocks, international stocks and bonds.

US Stocks45%
Bonds30%
International Stocks25%
Open atlas entry

Two-Fund Portfolio

A minimal portfolio combining global equities and bonds, reducing the Three-Fund structure to its simplest executable form.

Global Stocks70%
Bonds30%
Open atlas entry

Vanguard LifeStrategy

A family of one-fund portfolios with fixed stock and bond allocations.

Stocks60%
Bonds40%
Open atlas entry