Explore Portfolio Creation

  1. Select assets by either
    • entering a Stock or ETF ticker (see FAANG)
    • embedding portfolios in other portfolios (see Risk Parity)
  2. Configure a policy. You can select one of our algorithmic policies.
    • Equal Weight
    • Equal Risk Contribution
    • Inverse Volatility Weight
    • Inverse Variance Weight
    • Volatility Weight
    • ... and more
  3. Run a backtest with rebalancing and policy updates.
  4. Calculate the number of shares needed to rebalance.

You can also share your own or view other people's portfolios below.


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Recently Created or Updated Portfolios

The following portfolios have been recently changed or modified by PortfolioTree users.
Click the "+" icon in the header to create your own portfolio model.