Popular Fund Portfolios
Total US Market
Popular One Fund Broad US market index fund invested in US Large, Medium, and Small-Cap.
Total World Market
VT is a popular fund comprised of 60% US Market & 40% World Market. If you want to only invest in one total diversified fund, VT is a great option.
S&P 500 + SCV
Pair the lowest fee S&P 500 index fund with Small Cap Value (which has been the best performing equity asset class over the last 100 years)
S&P 500 + SCV + Mid Cap
Pair the lowest fee S&P 500 index fund with Small Cap Value, along with a 10% Mid-Cap Quality tilt to round out the portfolio.
SCHG + SCHD
SCHG + SCHD has historically outperformed the S&P 500 since inception
Dividend Portfolio
All about that cash flow! SCHD and JEPI are both good choices for safer dividend yields, while JEPQ provides more growth via NASDAQ.
International Balanced
50% Developed Markets, 25% Developed Markets Small Cap Value, 25% Emerging Markets
Hardcore Growth
50% Large Cap Growth, 30% Technology, 20% Semiconductors
80% US + 20% International
This blend has it all! S&P 500 as the core, SCHG for Large Cap Growth, AVUV for Small Cap Value, XMHQ for Mid Cap Quality.