Portfolios

Take your time to find a portfolio that matches your financial objectives and comfort level. The most important choice criteria to consider are your account size and investment horizon, your risk tolerance and the tax status of your account.

The two most important aspects of any investment are its risk and return. This chart visualizes our portfolios in these critical dimensions:

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.

start the portfolio wizard how to choose a portfolio