Portfolio Finder
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Understanding Portfolio Optimization
Modern Portfolio Theory
Modern Portfolio Theory suggests that you can optimize your investment portfolio by carefully choosing diverse assets to maximize returns while minimizing risk.
Learn more →Risk vs Return
The fundamental tradeoff in investing: higher potential returns typically come with higher risk. This is visualized in our scatter plot.
Learn more →TSM: Represents the entire U.S. stock market, including stocks across all market capitalizations (large, mid, small, and micro).
LCV: Composed of large-capitalization companies considered undervalued relative to their fundamentals, with a focus on stability and dividend income.
LCB: A mix of large-capitalization growth and value companies offering diverse exposure to well-established businesses.
LCG: Focuses on large-cap companies expected to grow revenues or earnings faster than the broader market, often favoring tech and innovation sectors.
MCV: Invests in medium-sized companies that are undervalued relative to their fundamentals, offering a balance of growth potential and stability.
MCB: Includes both value and growth-oriented mid-cap stocks, providing moderate growth opportunities with manageable risk.
MCG: Targets medium-sized companies with higher-than-average growth prospects, typically in industries like technology and healthcare.
SCV: Invests in smaller companies that are undervalued, often offering higher growth potential with increased risk.
SCB: A mix of value and growth-oriented small-cap stocks, balancing risk and reward within the small-cap sector.
SCG: Focuses on smaller companies exhibiting strong growth potential, often in emerging industries or niches.
INTL: Composed of stocks from companies outside the United States, providing exposure to global markets and diversification.
EM: Invests in companies from developing regions such as China, India, and Brazil, offering high growth potential but increased risk and volatility.
REIT: Focused on companies that own, manage, or finance income-generating real estate properties, often providing steady dividend income.
GLD: Tracks the performance of gold, often used as a hedge against inflation or economic uncertainty.
LTT: Composed of U.S. Treasury bonds with long durations (greater than 10 years), offering stability and sensitivity to interest rate changes.
ITT: Invests in U.S. Treasury bonds with intermediate durations (3-10 years), balancing risk and return more moderately than long-term bonds.
STT: Focuses on U.S. Treasury bonds with short durations (less than 3 years), providing lower yields but minimal interest rate risk.
ITB: Includes investment-grade bonds with intermediate durations, such as corporate and government debt, offering moderate income and risk.
STB: Invests in high-quality bonds with short durations, providing liquidity and stable returns with minimal risk.