These portfolios are designed for the independent investor with lower amounts of capital to invest. Except for the balanced funds in the ‘super-simple’ category, they use exchange-traded funds (ETF’s). The various ETFs can be traded within those company accounts commission-free at the time of writing. Check with your brokerage firm to find out which ETFs you may be able to trade for free. Non-taxable portfolios are designed for tax-free accounts, such as IRA’s.
This section of the website should not be construed as investment advice or recommendations. Investors should make decisions either on their own or with the help of a professional advisor. All investments are subject to risk, and may lose value. Sample portfolios are not endorsed by any person or company and have been constructed solely by the author.