Portfolio Templates — Model Allocations for Every Investor | AllInvestView

Explore 18 model portfolio templates including Three-Fund, All-Weather, Dividend Growth, FIRE, and more. See allocations, pros/cons, and build yours free.

18 Templates
Free To Use

Three-Fund Portfolio

Moderate

The simplest diversified portfolio using just three index funds.

Top Holdings

US Total Stock Market 60% International Stock Market 20% US Total Bond Market 20%

60/40 Classic Portfolio

Moderate

The traditional balanced portfolio split between stocks and bonds.

Top Holdings

US Stocks 60% US Bonds 40%

All-Weather Portfolio

Low to Moderate

Ray Dalio's risk-parity approach designed to perform in any economic environment.

Top Holdings

Long-Term US Bonds 40% US Stocks 30% Intermediate-Term Bonds 15% +2 more

Dividend Growth Portfolio

Low to Moderate

Focus on companies with long histories of growing dividend payments.

Top Holdings

US Dividend Growth 50% High Dividend Yield 25% International Dividend 15% +1 more

S&P 500 Index Portfolio

High

Pure exposure to the 500 largest US companies.

Top Holdings

S&P 500 Index 100%

Total World Market Portfolio

High

Own the entire global stock market in proportion to market capitalisation.

Top Holdings

Total World Stock Market 100%

Retirement Income Portfolio

Low

Designed to generate steady income while preserving capital in retirement.

Top Holdings

Bonds 40% Dividend Stocks 30% REITs 15% +1 more

Aggressive Growth Portfolio

High

Maximum growth potential for investors with long time horizons and high risk tolerance.

Top Holdings

US Growth Stocks 40% Small-Cap US 20% Emerging Markets 20% +1 more

Golden Butterfly Portfolio

Low to Moderate

Equal allocation across five asset classes for all-weather stability.

Top Holdings

US Total Stock Market 20% US Small-Cap Value 20% Long-Term Bonds 20% +2 more

Permanent Portfolio

Low

Harry Browne's simple four-way split designed for any economic condition.

Top Holdings

US Stocks 25% Long-Term Bonds 25% Gold 25% +1 more

FIRE Portfolio

Moderate to High

Optimised for Financial Independence, Retire Early (FIRE) seekers.

Top Holdings

US Total Stock Market 50% International Stocks 25% US Bonds 15% +1 more

ESG / Sustainable Portfolio

Moderate

Invest in companies meeting Environmental, Social, and Governance standards.

Top Holdings

US ESG Stocks 45% International ESG 25% Green Bonds 20% +1 more

Real Estate REIT Focus Portfolio

Moderate to High

Concentrated exposure to real estate through publicly traded REITs.

Top Holdings

US REITs 40% International REITs 20% US Stocks 25% +1 more

Barbell Strategy Portfolio

Moderate (blended)

Combine ultra-safe and ultra-aggressive assets with nothing in the middle.

Top Holdings

Short-Term Treasury Bills 50% Aggressive Growth Stocks 30% Emerging Markets 10% +1 more

Bond Ladder Portfolio

Very Low

Staggered bond maturities for predictable income and interest rate protection.

Top Holdings

1-3 Year Bonds 25% 3-7 Year Bonds 25% 7-10 Year Bonds 25% +1 more

Coffee Can Portfolio

Moderate to High

Buy quality stocks and hold them for 10+ years without touching them.

Top Holdings

Quality Large-Cap Stocks 70% Quality International 30%

Tech Growth Portfolio

Very High

Concentrated exposure to technology and innovation sectors.

Top Holdings

NASDAQ 100 50% Semiconductor ETF 20% Cloud Computing 15% +1 more

Conservative Income Portfolio

Very Low

Maximise income with capital preservation as the primary goal.

Top Holdings

US Aggregate Bonds 35% High-Yield Dividend Stocks 25% TIPS (Inflation Protected) 20% +2 more

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