AssetRise provides an Online Portfolio Tracking tool to visualize Asset Allocation across all your investment accounts. We pre-built the most popular Vanguard ETF, FIRE, and Boglehead portfolios to get you started. Then use AssetRise to customize to your unique portfolio profile.
We use the Vanguard Bogleheads Lazy Portfolios as our core foundational investments.
Setup a free account with the first 2 portfolios at no cost, no credit card needed. Take control of your future today!
The Coffeehouse Portfolio, created by Bill Schultheis, is a simple, low-cost, and diversified portfolio that individual investors can easily implement. It is designed to provide a balance between equities and bonds, with a 60% allocation to equities and a 40% allocation to bonds....Show moreShow less
ETF: VOO Large Blend | 10% |
ETF: VTV Large Value | 10% |
ETF: VB Small Cap | 10% |
ETF: VBR Small Value | 10% |
ETF: VXUS INTL | 10% |
ETF: VNQ REIT | 10% |
ETF: BND Mid Bond | 40% |
The Golden Butterfly Portfolio is essentially a modified version of the Permanent Portfolio. It was designed by Tyler of Portfolio Charts.com. Its asset allocation looks like this:...Show moreShow less
ETF: VTI U.S. Market | 20% |
ETF: VBR Small Cap Value | 20% |
ETF: BND Mid Term Bond | 20% |
ETF: Long Term Bond | 20% |
ETF: Gold | 20% |
The Bogleheads Core Four Portfolio is a diversified portfolio that extends the Bogleheads Three-fund Portfolio with the addition of real estate. It was introduced on the Bogleheads.org forum in 2007....Show moreShow less
ETF: VTI U.S. Market | 30% |
ETF: VXUS INTL | 25% |
ETF: VNQ REIT | 15% |
ETF: BND Mid Term Bond | 30% |