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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Model a portfolio
FAANG
Risk Parity
60/40
Global Equity
Fixed Income
Managed Futures
Long-Term Equity
Long-Short Value/Growth
Synthetic R1000 Value
Causeway
Commodity
Gold
Real Assets
20/80 Portfolio
Liquid Alternatives
Asset Classes
Dragon Portfolio
Style Factor
Size Factor
Market Factor
Duration Factor
Inflation Factor
Credit Factor
Factor Analysis
Momentum Factor
Min Vol Factor
Income Portfolio
Yield Curve Factor
Risk Free
2X 80/20 Portfolio
Short SXVY & UVXY
Long Volatility
U.S. Tilt (Non U.S.)
Optionable ETFs
Currency ETFs
@goodalexander
Managed Futures (Others)
Merger Arbitrage
Four Quadrant Portfolio
Managed Futures 2
Century Portfolio
Simplify Volatility Premium ETF
Risk Parity with Vol
Vol Factor
High Beta (Low Beta)
Octane Portfolio
Baillie Positive Change
Emerging (Developed) Factor
SPY Strangle Model
Dynamic Vol
Vol Term Structure
Capital Efficient Portfolio
ReSolve Return Stacked 60-40
Global Market Portfolio
Equity Factor Portfolio
Bitcoin
AQR Risk Parity II x 1.5
Golden Butterfly
All Seasons
Levered Seasons
RPC Stability
RPC Income
RPC Growth
Levered Equity
Levered Risk Parity
Accumulation Portfolio
Dynamic Accumulation Portfolio