Task
User Story for Investment Strategy Exploration
As a user interested in investment strategies, I explore various index investment strategies, so that I can select an investment strategy that aligns with my risk tolerance.
Success definition: Given I am on the Double Finance Explore page without needing to log in When I click on the 'Explore Indexes' button to view available investment strategies and select 'High' risk tolerance, then submit my choice Then I should see my options for different investment strategies categorized by risk, along with detailed information about each strategy.
Trajectory
Step 1:
Url (before/after):
https://double.finance/
https://double.finance/p/explore
Content (before/after):
RootWebArea Double Finance | Direct Indexing, ETFs & Automated Investing with Zero AUM Fees, focused, url='https://double.finance/'
main
[227] link, center=(118,32), url='https://double.finance/'
image
list
Show more
[231] link Explore, center=(805,31), url='https://double.finance/p/explore'
[233] link Pricing, center=(891,31), url='https://double.finance/pricing'
generic, hasPopup='menu'
StaticText Resources
[235] image, center=(1042,33)
[237] link Contact, center=(1113,31), url='https://double.finance/contact'
[239] link Sign In, center=(1724,32), url='https://double.finance/login'
button Sign In
[241] link Sign Up, center=(1816,32), url='https://double.finance/sign-up'
button Sign Up
image Y Combinator, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/y-vector.svg'
StaticText Backed by
StaticText Y Combinator
heading Zero Expense Ratio Index Investing
paragraph
StaticText Choose from
StaticText 50+ broad stock market indexes
StaticText or build your own.
StaticText We handle the management—including tax loss harvesting—for
link just $1/month., url='https://double.finance/pricing'
[269] link Get Started, center=(266,618), url='https://double.finance/sign-up'
[270] button Explore Indexes, center=(440,618)
link Explore Indexes, url='https://double.finance/p/explore'
image
paragraph
StaticText SEC
StaticText Registered
paragraph
StaticText Apex Clearing
StaticText Partner
paragraph
StaticText Fiduciary
paragraph
StaticText Why Double?
heading Zero Expense Ratios
paragraph
StaticText We offer over 50 indexes with zero expense ratios. All you pay is a simple $1 monthly fee. This is a game-changer in the investing world, putting more money back in your pocket.
heading Through Direct Indexing
heading With Tax Loss Harvesting
image Portfolio, url='https://double.finance/_next/image?url=%2Fimages%2Fhero.png&w=3840&q=75'
image Portfolio, url='https://double.finance/_next/image?url=%2Fimages%2Ffeature-1.webp&w=3840&q=75'
image Portfolio, url='https://double.finance/_next/image?url=%2Fimages%2Ffeature-2.webp&w=3840&q=75'
image Portfolio, url='https://double.finance/_next/image?url=%2Fimages%2Ffeature-3.webp&w=3840&q=75'
heading Indexes we havefor you
StaticText Select a reference index like the US Top 500 or an ETF like ARKK and we will break it down into its components automatically for you to adjust as you see fit.
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $15,000
paragraph
StaticText SPY
heading US Top 500
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText The textbook passive investment vehicle is generally considered to comprise of 500 of the largest stocks traded within the US. Double's take on this exposes a client to the US stock market in a diversified way without any expense ratio.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +14.31%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 502
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,200
heading Growth at a Fair Price
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText These stocks above $1B in Market Cap are modestly valued (PE below 15) but are in the top 20% of stocks for revenue growth over the past 5 years. We weight them by market cap.
paragraph
StaticText Top Sector
paragraph
StaticText Health Care
paragraph
StaticText Top Holdings
image HubSpot Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_HUBS.png&w=96&q=75'
image Lemonade Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_LMND.png&w=96&q=75'
image Flutter Entertainment Plc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_FLUT.png&w=96&q=75'
image Armada Hoffler Properties Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AHH.png&w=96&q=75'
image First Citizens Bancshares, Inc (NC) - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_FCNCA.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +23.94%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 235
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
paragraph
StaticText SMH
heading Semiconductors Index
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This index tracks a market-cap-weighted index of 25 of the largest US-listed semiconductors companies.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Taiwan Semiconductor Manufacturing - ADR logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TSM.png&w=96&q=75'
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
image ASML Holding NV - New York Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ASML.png&w=96&q=75'
image Advanced Micro Devices Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMD.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +29.73%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 25
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $2,200
paragraph
StaticText OEF
heading US 100
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This strategy offers a convenient way to access the largest 100 large-cap stocks across various sectors within the U.S. market.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +16.36%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 101
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Founder Mode
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Stocks only get included in this basket, if the companies founders are still actively involved in the company. We equally weight them. Paul Graham talks a bit about
link Founder Mode, url='https://paulgraham.com/foundermode.html'
StaticText in a recent 2024 essay.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image American Homes 4 Rent - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMH.png&w=96&q=75'
image Skechers U S A, Inc. - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SKX.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Zillow Group Inc - Ordinary Shares - Class C logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_Z.png&w=96&q=75'
image Procore Technologies Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PCOR.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +22.20%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 92
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading The Top 20% Club
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This group of select stocks has achieved top 20% ratings in 1 year Revenue Growth, Free Cash Flow Per Share and 5 Year Return on Invested Capital. This select group of stocks is equally weighted to prevent any mega caps from dominating this Strategy.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image F&G Annuities & Life Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_FG.png&w=96&q=75'
image Mesabi Trust logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSB.png&w=96&q=75'
image Jackson Financial Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JXN.png&w=96&q=75'
image Wingstop Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WING.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +31.81%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 22
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,400
paragraph
StaticText DYNF
heading U.S. Equity Factor Rotation
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText Optimizes returns by rotating investments across five historically successful styles: quality, value, size, minimum volatility, and momentum. By shifting focus among these factors based on forward-looking insights, this index capitalizes on market opportunities and provides a diversified approach to enhancing returns. This strategy offers a flexible and adaptive way to navigate changing markets, combining multiple styles in a single portfolio to maximize returns while managing risk.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +15.98%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 82
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $2,200
paragraph
StaticText QQQ
heading Tech 100
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This index is closely related to the Nasdaq-100 Index, comprising major tech and growth-oriented companies. It aims to capture the tech sector's long-term growth prospects through exposure to the innovative and leading tech companies listed on the Nasdaq exchange.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +20.08%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 101
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Diverse Bond Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText For investors seeking lower risk than equities and those nearing retirement, bonds offer a compelling investment option for the upcoming years. We've curated a diverse portfolio of six popular bond ETFs, carefully allocating 60% to short-term Treasuries, 30% to corporate bonds, 8% to floating-rate bonds, and 2% to long-term Treasuries.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F91159910411997986.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares Short Treasury Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares 0-5 Year High Yield Corporate Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares Broad USD High Yield Corporate Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9115112100114451159711010011253484845101116102451161146.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +2.48%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.13
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 6
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Ray Dalio's All Weather
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText Ray Dalio is a legendary investor, and this Strategy is a simplified version of techniques he's used at his famous hedge fund Bridgewater Associates. It combines 5 asset classes using ETFs, with a 55% allocation to fixed income. It's appropriate for investors with a balance approach to risk and return. Learn more about it
link here, url='https://www.lazyportfolioetf.com/allocation/ray-dalio-all-weather/'
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image BlackRock Institutional Trust Company N.A. - iShares 20+ Year Treasury Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares 3-7 Year Treasury Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image DB Commodity Services LLC - Invesco DB Commodity Index Tracking Fund logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105110118101115991116.png&w=96&q=75'
image SPDR Gold Trust - SPDR Gold Shares ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9115112100114451159711010011253484845101116102451161146.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +3.29%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.19
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 5
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $5,500
paragraph
StaticText VUG
heading Growth Stocks
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText Growth Stocks focuses on companies with strong growth prospects, often found in sectors driving innovation and technological advancement. This ETF invests in companies demonstrating robust revenue and earnings growth, including technology giants, healthcare innovators, and consumer discretionary leaders.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +18.30%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 181
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $6,600
paragraph
StaticText VTV
heading Value Stocks
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This Strategy targets undervalued stocks in the U.S. market, emphasizing companies with solid fundamentals and potential for long-term growth. Emphasizing sectors such as healthcare, financials, industrials, and consumer goods, it seeks opportunities where market prices may not fully reflect underlying value metrics like earnings and book value.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image Berkshire Hathaway Inc. - Ordinary Shares - Class B logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BRK.B.png&w=96&q=75'
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
image Exxon Mobil Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_XOM.png&w=96&q=75'
image Unitedhealth Group Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_UNH.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.46%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 331
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Dividend Kings with Cash
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText These stocks have a strong dividend yield 5% yearly, and also are in the top 40% of all stocks with regards to cash on hand, meaning they have a strong balance sheet to finance those future dividend payments. We weight these stocks equally.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Newell Brands Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NWL.png&w=96&q=75'
image Whirlpool Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WHR.png&w=96&q=75'
image MPLX LP - Unit logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MPLX.png&w=96&q=75'
image Icahn Enterprises L P - Unit logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_IEP.png&w=96&q=75'
image Two Harbors Investment Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TWO.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.72%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 71
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Growing Small Caps
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText These small cap companies ($250M to $2B) are growing Revenue and Earnings at a nice clip. Equally weighted.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Consolidated Water Co. Ltd. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CWCO.png&w=96&q=75'
image EyePoint Pharmaceuticals Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_EYPT.png&w=96&q=75'
image Accolade Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ACCD.png&w=96&q=75'
image Aurinia Pharmaceuticals Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AUPH.png&w=96&q=75'
image Graham Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GHM.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +18.28%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 80
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,900
heading Highly Efficient & Growing
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText These stocks are highly efficient, with a Return on Invested Capital > 20%, while also growing earnings > 20% over the last 3 years. We exclude any stock with market cap above $1T, and weight the rest by Market Cap.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Novo Nordisk - ADR logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVO.png&w=96&q=75'
image ASML Holding NV - New York Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ASML.png&w=96&q=75'
image Booking Holdings Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BKNG.png&w=96&q=75'
image Arista Networks Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ANET.png&w=96&q=75'
image Regeneron Pharmaceuticals, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_REGN.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +19.43%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 71
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Equal MAMAA
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText First, it was FAANG, then names changed, and one got dropped; now, we have the familiar faces of Meta, Amazon, Microsoft, Apple, and Alphabet forming this equally weighted MAMAA collection. They are the best of the best. These tech innovators have been doing it for quite some time and don't appear to be going anywhere.
paragraph
StaticText Top Sector
paragraph
StaticText Communication Services
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Alphabet Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GOOGL.png&w=96&q=75'
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +24.35%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 5
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading YC Public Companies
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Like Double, all of these companies have been backed by
link YCombinator, url='https://www.ycombinator.com/'
StaticText . YC is the worlds most successful startup incubator started by Paul Graham, Jessica Livingston, Robert Morris and Trevor Blackwell in 2005.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Reddit Inc. - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_RDDT.png&w=96&q=75'
image Dropbox Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DBX.png&w=96&q=75'
image Amplitude Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMPL.png&w=96&q=75'
image Maplebear Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CART.png&w=96&q=75'
image Pagerduty Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PD.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +14.62%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 10
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $3,500
paragraph
StaticText VO
heading USA Mid-Cap Companies
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText Targeting mid-sized U.S. companies, striking a balance between growth potential and stability. Investing in sectors like industrials, technology, consumer goods, and healthcare, it offers exposure to companies with established market positions and growth opportunities.
paragraph
StaticText Top Sector
paragraph
StaticText Industrials
paragraph
StaticText Top Holdings
image Palantir Technologies Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PLTR.png&w=96&q=75'
image Amphenol Corp. - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_APH.png&w=96&q=75'
image Constellation Energy Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CEG.png&w=96&q=75'
image Motorola Solutions Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSI.png&w=96&q=75'
image Welltower Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WELL.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.47%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 310
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Sequoia Capital Investments
StaticText Speculation
StaticText Maximum Growth
paragraph
link Sequoia Capital, url='https://www.sequoiacap.com/'
StaticText is considered by many to be the worlds best venture capital firm. This Strategy comprises of all the eligible stocks that they've invested in. We've equally weighted the strategy.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image HubSpot Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_HUBS.png&w=96&q=75'
image Unity Software Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_U.png&w=96&q=75'
image Reddit Inc. - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_RDDT.png&w=96&q=75'
image Okta Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OKTA.png&w=96&q=75'
image Confluent Inc - Ordinary Shares Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CFLT.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +16.32%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 33
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading a16z Investments
StaticText Speculation
StaticText Maximum Growth
paragraph
link Andreessen Horowitz, url='https://a16z.com/'
StaticText , known as a16z, is a venture capital firm started by Mark Andreessen and Ben Horowitz. It is the largest VC firm measure by assets under management with $42B as of late 2024.
paragraph
StaticText Top Sector
paragraph
StaticText Communication Services
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Okta Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OKTA.png&w=96&q=75'
image Lyft Inc - Ordinary Shares Cls A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_LYFT.png&w=96&q=75'
image Pinterest Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PINS.png&w=96&q=75'
image Maplebear Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CART.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +14.68%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 10
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading The Coward's Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText William Bernstein created this portfolio and is the author of several books including
link The Intelligent Asset Allocator, url='https://www.amazon.com/dp/0071362363'
StaticText and
link The Four Pillars of Investing, url='https://www.amazon.com/dp/0071747052/'
StaticText . He introduced the Coward's Portfolio in 1996. The "coward" refers not to risk tolerance but to the strategy of hedging your bets and having slices of a number of asset classes.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Short-Term Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard FTSE Pacific ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +6.09%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.05
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 9
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Armstrong's "Ideal Index"
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText Frank Armstrong, author of
link The Informed Investor, url='https://www.amazon.com/dp/0814472508/'
StaticText , proposed this portfolio. Compared to other Boglehead portfolios, it contains a smaller allocation to bonds, and a much larger allocation to international stocks (in fact the equities, excluding REIT, are split 50/50 between domestic and international).
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Short-Term Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.65%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.06
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 7
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading David Swensen's Lazy Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText David Swensen is CIO of Yale University and author of
link Unconventional Success, url='https://www.simonandschuster.com/books/Unconventional-Success/David-F-Swensen/9780743228381'
StaticText . His lazy portfolio uses low-cost, tax-efficient total market funds, a healthy dose of real estate, and
link inflation-protected securities (TIPS), url='https://www.bogleheads.org/wiki/Treasury_Inflation_Protected_Security'
StaticText .
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares TIPS Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard FTSE Developed Markets ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Intermediate-Term Treasury ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +6.01%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.08
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 6
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Bill Schultheis's "Coffeehouse"
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText Bill Schultheis made this simple seven-fund portfolio popular in his book
link The Coffeehouse Investor, url='https://www.amazon.com/dp/0976585707/'
StaticText . He advocates 40% in a total market bond fund and 10% each in various stock funds. You can find more information at
link The Coffeehouse Investor, url='https://coffeehouseinvestor.com/'
StaticText .
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Small Cap ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard S&P 500 ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.32%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.05
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 7
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Khosla Ventures
StaticText Speculation
StaticText Maximum Growth
paragraph
link Khosla Ventures, url='https://www.khoslaventures.com/'
StaticText is an American venture capital firm founded by Vinod Khosla, focused on early-stage companies. Vinod co-founded Sun Microsystems.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Okta Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OKTA.png&w=96&q=75'
image Oscar Health Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OSCR.png&w=96&q=75'
image Affirm Holdings Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AFRM.png&w=96&q=75'
image QuantumScape Corp - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_QS.png&w=96&q=75'
image Block Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SQ.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +16.13%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 13
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $7,800
paragraph
StaticText VGT
heading Information Technology Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy concentrates on the technology sector, including companies involved in software, hardware, IT services, and semiconductor industries. It captures the growth potential of tech companies driving innovation and digital transformation, appealing to investors seeking exposure to this dynamic sector.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
image Salesforce Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CRM.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +21.83%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 288
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $14,000
paragraph
StaticText VFH
heading Financial Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Double's Financial Sector Strategy invests in financial sector companies, including banks, insurance companies, and financial services firms. Providing exposure to the financial industry's performance, it plays a crucial role in diversified portfolios.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image Berkshire Hathaway Inc. - Ordinary Shares - Class B logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BRK.B.png&w=96&q=75'
image Mastercard Incorporated - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MA.png&w=96&q=75'
image Visa Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_V.png&w=96&q=75'
image Bank Of America Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BAC.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +12.17%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 371
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $9,300
paragraph
StaticText VCR
heading Consumer Discretionary Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy focuses on consumer discretionary companies, including retail, automotive, leisure, and entertainment firms. Reflecting consumer spending trends and economic conditions, it's sensitive to changes in consumer sentiment and economic growth.
paragraph
StaticText Top Sector
paragraph
StaticText Consumer Discretionary
paragraph
StaticText Top Holdings
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Tesla Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TSLA.png&w=96&q=75'
image Home Depot, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_HD.png&w=96&q=75'
image McDonald`s Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MCD.png&w=96&q=75'
image Booking Holdings Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BKNG.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +16.49%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 273
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Large Market Beaters
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText Beating the market. That's what so many money managers aim to do, but it's much easier said than done. Over the past year, this collection has achieved that goal. They are the winners, and it wasn't due to small numbers. They are both the largest companies in the stock market (>$200Bn Market Cap) and, at that size, the only companies to outperform SPYs long term average return by 2x (20%)
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Wells Fargo & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WFC.png&w=96&q=75'
image T-Mobile US Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TMUS.png&w=96&q=75'
image Salesforce Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CRM.png&w=96&q=75'
image American Express Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AXP.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +29.05%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 25
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $15,000
paragraph
StaticText SPY
heading US Top 500
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText The textbook passive investment vehicle is generally considered to comprise of 500 of the largest stocks traded within the US. Double's take on this exposes a client to the US stock market in a diversified way without any expense ratio.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +14.31%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 502
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,200
heading Growth at a Fair Price
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText These stocks above $1B in Market Cap are modestly valued (PE below 15) but are in the top 20% of stocks for revenue growth over the past 5 years. We weight them by market cap.
paragraph
StaticText Top Sector
paragraph
StaticText Health Care
paragraph
StaticText Top Holdings
image HubSpot Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_HUBS.png&w=96&q=75'
image Lemonade Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_LMND.png&w=96&q=75'
image Flutter Entertainment Plc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_FLUT.png&w=96&q=75'
image Armada Hoffler Properties Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AHH.png&w=96&q=75'
image First Citizens Bancshares, Inc (NC) - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_FCNCA.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +23.94%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 235
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
paragraph
StaticText SMH
heading Semiconductors Index
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This index tracks a market-cap-weighted index of 25 of the largest US-listed semiconductors companies.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Taiwan Semiconductor Manufacturing - ADR logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TSM.png&w=96&q=75'
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
image ASML Holding NV - New York Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ASML.png&w=96&q=75'
image Advanced Micro Devices Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMD.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +29.73%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 25
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $2,200
paragraph
StaticText OEF
heading US 100
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This strategy offers a convenient way to access the largest 100 large-cap stocks across various sectors within the U.S. market.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +16.36%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 101
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Founder Mode
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Stocks only get included in this basket, if the companies founders are still actively involved in the company. We equally weight them. Paul Graham talks a bit about
link Founder Mode, url='https://paulgraham.com/foundermode.html'
StaticText in a recent 2024 essay.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image American Homes 4 Rent - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMH.png&w=96&q=75'
image Skechers U S A, Inc. - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SKX.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Zillow Group Inc - Ordinary Shares - Class C logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_Z.png&w=96&q=75'
image Procore Technologies Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PCOR.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +22.20%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 92
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading The Top 20% Club
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This group of select stocks has achieved top 20% ratings in 1 year Revenue Growth, Free Cash Flow Per Share and 5 Year Return on Invested Capital. This select group of stocks is equally weighted to prevent any mega caps from dominating this Strategy.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image F&G Annuities & Life Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_FG.png&w=96&q=75'
image Mesabi Trust logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSB.png&w=96&q=75'
image Jackson Financial Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JXN.png&w=96&q=75'
image Wingstop Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WING.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +31.81%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 22
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,400
paragraph
StaticText DYNF
heading U.S. Equity Factor Rotation
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText Optimizes returns by rotating investments across five historically successful styles: quality, value, size, minimum volatility, and momentum. By shifting focus among these factors based on forward-looking insights, this index capitalizes on market opportunities and provides a diversified approach to enhancing returns. This strategy offers a flexible and adaptive way to navigate changing markets, combining multiple styles in a single portfolio to maximize returns while managing risk.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +15.98%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 82
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $2,200
paragraph
StaticText QQQ
heading Tech 100
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This index is closely related to the Nasdaq-100 Index, comprising major tech and growth-oriented companies. It aims to capture the tech sector's long-term growth prospects through exposure to the innovative and leading tech companies listed on the Nasdaq exchange.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +20.08%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 101
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Diverse Bond Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText For investors seeking lower risk than equities and those nearing retirement, bonds offer a compelling investment option for the upcoming years. We've curated a diverse portfolio of six popular bond ETFs, carefully allocating 60% to short-term Treasuries, 30% to corporate bonds, 8% to floating-rate bonds, and 2% to long-term Treasuries.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F91159910411997986.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares Short Treasury Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares 0-5 Year High Yield Corporate Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares Broad USD High Yield Corporate Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9115112100114451159711010011253484845101116102451161146.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +2.48%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.13
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 6
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Ray Dalio's All Weather
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText Ray Dalio is a legendary investor, and this Strategy is a simplified version of techniques he's used at his famous hedge fund Bridgewater Associates. It combines 5 asset classes using ETFs, with a 55% allocation to fixed income. It's appropriate for investors with a balance approach to risk and return. Learn more about it
link here, url='https://www.lazyportfolioetf.com/allocation/ray-dalio-all-weather/'
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image BlackRock Institutional Trust Company N.A. - iShares 20+ Year Treasury Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares 3-7 Year Treasury Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image DB Commodity Services LLC - Invesco DB Commodity Index Tracking Fund logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105110118101115991116.png&w=96&q=75'
image SPDR Gold Trust - SPDR Gold Shares ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9115112100114451159711010011253484845101116102451161146.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +3.29%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.19
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 5
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $5,500
paragraph
StaticText VUG
heading Growth Stocks
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText Growth Stocks focuses on companies with strong growth prospects, often found in sectors driving innovation and technological advancement. This ETF invests in companies demonstrating robust revenue and earnings growth, including technology giants, healthcare innovators, and consumer discretionary leaders.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +18.30%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 181
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $6,600
paragraph
StaticText VTV
heading Value Stocks
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This Strategy targets undervalued stocks in the U.S. market, emphasizing companies with solid fundamentals and potential for long-term growth. Emphasizing sectors such as healthcare, financials, industrials, and consumer goods, it seeks opportunities where market prices may not fully reflect underlying value metrics like earnings and book value.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image Berkshire Hathaway Inc. - Ordinary Shares - Class B logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BRK.B.png&w=96&q=75'
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
image Exxon Mobil Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_XOM.png&w=96&q=75'
image Unitedhealth Group Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_UNH.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.46%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 331
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Dividend Kings with Cash
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText These stocks have a strong dividend yield 5% yearly, and also are in the top 40% of all stocks with regards to cash on hand, meaning they have a strong balance sheet to finance those future dividend payments. We weight these stocks equally.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Newell Brands Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NWL.png&w=96&q=75'
image Whirlpool Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WHR.png&w=96&q=75'
image MPLX LP - Unit logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MPLX.png&w=96&q=75'
image Icahn Enterprises L P - Unit logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_IEP.png&w=96&q=75'
image Two Harbors Investment Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TWO.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.72%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 71
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Growing Small Caps
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText These small cap companies ($250M to $2B) are growing Revenue and Earnings at a nice clip. Equally weighted.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Consolidated Water Co. Ltd. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CWCO.png&w=96&q=75'
image EyePoint Pharmaceuticals Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_EYPT.png&w=96&q=75'
image Accolade Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ACCD.png&w=96&q=75'
image Aurinia Pharmaceuticals Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AUPH.png&w=96&q=75'
image Graham Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GHM.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +18.28%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 80
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,900
heading Highly Efficient & Growing
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText These stocks are highly efficient, with a Return on Invested Capital > 20%, while also growing earnings > 20% over the last 3 years. We exclude any stock with market cap above $1T, and weight the rest by Market Cap.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Novo Nordisk - ADR logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVO.png&w=96&q=75'
image ASML Holding NV - New York Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ASML.png&w=96&q=75'
image Booking Holdings Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BKNG.png&w=96&q=75'
image Arista Networks Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ANET.png&w=96&q=75'
image Regeneron Pharmaceuticals, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_REGN.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +19.43%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 71
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Equal MAMAA
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText First, it was FAANG, then names changed, and one got dropped; now, we have the familiar faces of Meta, Amazon, Microsoft, Apple, and Alphabet forming this equally weighted MAMAA collection. They are the best of the best. These tech innovators have been doing it for quite some time and don't appear to be going anywhere.
paragraph
StaticText Top Sector
paragraph
StaticText Communication Services
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Alphabet Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GOOGL.png&w=96&q=75'
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +24.35%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 5
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading YC Public Companies
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Like Double, all of these companies have been backed by
link YCombinator, url='https://www.ycombinator.com/'
StaticText . YC is the worlds most successful startup incubator started by Paul Graham, Jessica Livingston, Robert Morris and Trevor Blackwell in 2005.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Reddit Inc. - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_RDDT.png&w=96&q=75'
image Dropbox Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DBX.png&w=96&q=75'
image Amplitude Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMPL.png&w=96&q=75'
image Maplebear Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CART.png&w=96&q=75'
image Pagerduty Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PD.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +14.62%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 10
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $3,500
paragraph
StaticText VO
heading USA Mid-Cap Companies
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText Targeting mid-sized U.S. companies, striking a balance between growth potential and stability. Investing in sectors like industrials, technology, consumer goods, and healthcare, it offers exposure to companies with established market positions and growth opportunities.
paragraph
StaticText Top Sector
paragraph
StaticText Industrials
paragraph
StaticText Top Holdings
image Palantir Technologies Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PLTR.png&w=96&q=75'
image Amphenol Corp. - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_APH.png&w=96&q=75'
image Constellation Energy Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CEG.png&w=96&q=75'
image Motorola Solutions Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSI.png&w=96&q=75'
image Welltower Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WELL.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.47%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 310
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Sequoia Capital Investments
StaticText Speculation
StaticText Maximum Growth
paragraph
link Sequoia Capital, url='https://www.sequoiacap.com/'
StaticText is considered by many to be the worlds best venture capital firm. This Strategy comprises of all the eligible stocks that they've invested in. We've equally weighted the strategy.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image HubSpot Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_HUBS.png&w=96&q=75'
image Unity Software Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_U.png&w=96&q=75'
image Reddit Inc. - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_RDDT.png&w=96&q=75'
image Okta Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OKTA.png&w=96&q=75'
image Confluent Inc - Ordinary Shares Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CFLT.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +16.32%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 33
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading a16z Investments
StaticText Speculation
StaticText Maximum Growth
paragraph
link Andreessen Horowitz, url='https://a16z.com/'
StaticText , known as a16z, is a venture capital firm started by Mark Andreessen and Ben Horowitz. It is the largest VC firm measure by assets under management with $42B as of late 2024.
paragraph
StaticText Top Sector
paragraph
StaticText Communication Services
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Okta Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OKTA.png&w=96&q=75'
image Lyft Inc - Ordinary Shares Cls A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_LYFT.png&w=96&q=75'
image Pinterest Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PINS.png&w=96&q=75'
image Maplebear Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CART.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +14.68%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 10
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading The Coward's Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText William Bernstein created this portfolio and is the author of several books including
link The Intelligent Asset Allocator, url='https://www.amazon.com/dp/0071362363'
StaticText and
link The Four Pillars of Investing, url='https://www.amazon.com/dp/0071747052/'
StaticText . He introduced the Coward's Portfolio in 1996. The "coward" refers not to risk tolerance but to the strategy of hedging your bets and having slices of a number of asset classes.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Short-Term Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard FTSE Pacific ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +6.09%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.05
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 9
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Armstrong's "Ideal Index"
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText Frank Armstrong, author of
link The Informed Investor, url='https://www.amazon.com/dp/0814472508/'
StaticText , proposed this portfolio. Compared to other Boglehead portfolios, it contains a smaller allocation to bonds, and a much larger allocation to international stocks (in fact the equities, excluding REIT, are split 50/50 between domestic and international).
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Short-Term Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.65%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.06
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 7
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading David Swensen's Lazy Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText David Swensen is CIO of Yale University and author of
link Unconventional Success, url='https://www.simonandschuster.com/books/Unconventional-Success/David-F-Swensen/9780743228381'
StaticText . His lazy portfolio uses low-cost, tax-efficient total market funds, a healthy dose of real estate, and
link inflation-protected securities (TIPS), url='https://www.bogleheads.org/wiki/Treasury_Inflation_Protected_Security'
StaticText .
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares TIPS Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard FTSE Developed Markets ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Intermediate-Term Treasury ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +6.01%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.08
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 6
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Bill Schultheis's "Coffeehouse"
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText Bill Schultheis made this simple seven-fund portfolio popular in his book
link The Coffeehouse Investor, url='https://www.amazon.com/dp/0976585707/'
StaticText . He advocates 40% in a total market bond fund and 10% each in various stock funds. You can find more information at
link The Coffeehouse Investor, url='https://coffeehouseinvestor.com/'
StaticText .
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Small Cap ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard S&P 500 ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.32%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.05
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 7
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Khosla Ventures
StaticText Speculation
StaticText Maximum Growth
paragraph
link Khosla Ventures, url='https://www.khoslaventures.com/'
StaticText is an American venture capital firm founded by Vinod Khosla, focused on early-stage companies. Vinod co-founded Sun Microsystems.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Okta Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OKTA.png&w=96&q=75'
image Oscar Health Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OSCR.png&w=96&q=75'
image Affirm Holdings Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AFRM.png&w=96&q=75'
image QuantumScape Corp - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_QS.png&w=96&q=75'
image Block Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SQ.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +16.13%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 13
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $7,800
paragraph
StaticText VGT
heading Information Technology Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy concentrates on the technology sector, including companies involved in software, hardware, IT services, and semiconductor industries. It captures the growth potential of tech companies driving innovation and digital transformation, appealing to investors seeking exposure to this dynamic sector.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
image Salesforce Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CRM.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +21.83%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 288
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $14,000
paragraph
StaticText VFH
heading Financial Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Double's Financial Sector Strategy invests in financial sector companies, including banks, insurance companies, and financial services firms. Providing exposure to the financial industry's performance, it plays a crucial role in diversified portfolios.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image Berkshire Hathaway Inc. - Ordinary Shares - Class B logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BRK.B.png&w=96&q=75'
image Mastercard Incorporated - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MA.png&w=96&q=75'
image Visa Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_V.png&w=96&q=75'
image Bank Of America Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BAC.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +12.17%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 371
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $9,300
paragraph
StaticText VCR
heading Consumer Discretionary Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy focuses on consumer discretionary companies, including retail, automotive, leisure, and entertainment firms. Reflecting consumer spending trends and economic conditions, it's sensitive to changes in consumer sentiment and economic growth.
paragraph
StaticText Top Sector
paragraph
StaticText Consumer Discretionary
paragraph
StaticText Top Holdings
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Tesla Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TSLA.png&w=96&q=75'
image Home Depot, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_HD.png&w=96&q=75'
image McDonald`s Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MCD.png&w=96&q=75'
image Booking Holdings Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BKNG.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +16.49%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 273
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Large Market Beaters
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText Beating the market. That's what so many money managers aim to do, but it's much easier said than done. Over the past year, this collection has achieved that goal. They are the winners, and it wasn't due to small numbers. They are both the largest companies in the stock market (>$200Bn Market Cap) and, at that size, the only companies to outperform SPYs long term average return by 2x (20%)
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Wells Fargo & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WFC.png&w=96&q=75'
image T-Mobile US Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TMUS.png&w=96&q=75'
image Salesforce Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CRM.png&w=96&q=75'
image American Express Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AXP.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +29.05%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 25
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $2,600
paragraph
StaticText VAW
heading Materials Sector
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This Strategy invests in materials sector companies, including chemicals, construction materials, metals, and mining firms. Providing exposure to global infrastructure development and manufacturing activities, it's positioned to benefit from economic growth and industrial demand.
paragraph
StaticText Top Sector
paragraph
StaticText Materials
paragraph
StaticText Top Holdings
image Linde Plc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_LIN.png&w=96&q=75'
image Sherwin-Williams Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SHW.png&w=96&q=75'
image Air Products & Chemicals Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_APD.png&w=96&q=75'
image CRH Plc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CRH.png&w=96&q=75'
image Ecolab, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ECL.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +9.67%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 110
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $3,400
paragraph
StaticText VOX
heading Communication Services
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy tracks the communication services sector, including companies involved in telecommunications, media, and internet services. Capturing trends in digital communication, entertainment, and connectivity, it reflects the evolving landscape of communication technologies.
paragraph
StaticText Top Sector
paragraph
StaticText Communication Services
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Alphabet Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GOOGL.png&w=96&q=75'
image Alphabet Inc - Ordinary Shares - Class C logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GOOG.png&w=96&q=75'
image Netflix Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NFLX.png&w=96&q=75'
image Walt Disney Co (The) logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DIS.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +11.38%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 108
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $3,300
paragraph
StaticText VDC
heading Consumer Staples Sector
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText This strategy focuses on consumer staples companies, including food, beverage, household products, and retail firms. Offering stability and defensive characteristics, it's often less sensitive to economic cycles.
paragraph
StaticText Top Sector
paragraph
StaticText Consumer Staples
paragraph
StaticText Top Holdings
image Costco Wholesale Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_COST.png&w=96&q=75'
image Walmart Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WMT.png&w=96&q=75'
image Procter & Gamble Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PG.png&w=96&q=75'
image Coca-Cola Co logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_KO.png&w=96&q=75'
image Philip Morris International Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PM.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +8.56%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 100
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $14,000
paragraph
StaticText VHT
heading Health Care Sector
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This Strategy focuses on healthcare companies, including pharmaceuticals, biotechnology, healthcare providers, and medical equipment firms. Offering exposure to a sector driven by demographic trends and ongoing medical advancements, it's a strategic choice for investors considering healthcare's long-term growth potential.
paragraph
StaticText Top Sector
paragraph
StaticText Health Care
paragraph
StaticText Top Holdings
image Lilly(Eli) & Co logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_LLY.png&w=96&q=75'
image Unitedhealth Group Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_UNH.png&w=96&q=75'
image Abbvie Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ABBV.png&w=96&q=75'
image Johnson & Johnson logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JNJ.png&w=96&q=75'
image Merck & Co Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MRK.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +7.67%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 335
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $3,300
paragraph
StaticText VDE
heading Energy Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This Strategy concentrate on the energy sector, including oil, gas, and renewable energy firms. Offering exposure to the global energy market, it can be influenced by factors such as oil prices, geopolitical events, and environmental policies.
paragraph
StaticText Top Sector
paragraph
StaticText Energy
paragraph
StaticText Top Holdings
image Exxon Mobil Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_XOM.png&w=96&q=75'
image Chevron Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CVX.png&w=96&q=75'
image Conoco Phillips logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_COP.png&w=96&q=75'
image EOG Resources, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_EOG.png&w=96&q=75'
image Williams Cos Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WMB.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +13.67%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 104
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $2,700
paragraph
StaticText MTUM
heading U.S. Momentum Factor
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText Tracks an index of large- and mid-cap US equities, selected and weighted based on historical price appreciation and low volatility. Focus is on stocks with strong 6- and 12-month price performance, while also considering volatility over the past 3 years. This approach aims to capture momentum while managing risk, providing a unique investment strategy for those seeking growth potential.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image Walmart Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WMT.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Costco Wholesale Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_COST.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +13.42%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 123
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Contrarian Picks
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText You better have a strong stomach if this portfolio interests you; it certainly isn't for the faint of heart. These are smaller companies that aren't being traded very heavily and while they may be cheap (PE <15), they have a lackluster TTM performance to show for it (<0%). Are they stocks to avoid or a list of potential hidden gems?
paragraph
StaticText Top Sector
paragraph
StaticText Consumer Discretionary
paragraph
StaticText Top Holdings
image Rocky Brands, Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_RCKY.png&w=96&q=75'
image Smart Powerr Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CREG.png&w=96&q=75'
image SoundThinking Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SSTI.png&w=96&q=75'
image Urban One Inc - Ordinary Shares - Class D logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_UONEK.png&w=96&q=75'
image CPS Technologies Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CPSH.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText -3.81%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 53
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Mid & Large Cap Dividend Yield
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText These mid and large cap companies all have above a 3% dividend yield and are equally weighted.
paragraph
StaticText Top Sector
paragraph
StaticText Utilities
paragraph
StaticText Top Holdings
image PNC Financial Services Group Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PNC.png&w=96&q=75'
image Chevron Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CVX.png&w=96&q=75'
image PPL Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PPL.png&w=96&q=75'
image Prudential Financial Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PRU.png&w=96&q=75'
image Target Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TGT.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.51%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 95
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $2,800
paragraph
StaticText RSP
heading Equal Weighted US Top 500
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This index provides equal-weight exposure to the top 500 companies in the US, offering a unique approach compared to traditional market-cap weighted indexes. With an aim to reduce concentration risk by allocating equal amounts to each constituent, it potentially benefits from smaller companies' outperformance.
paragraph
StaticText Top Sector
paragraph
StaticText Industrials
paragraph
StaticText Top Holdings
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
image Darden Restaurants, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DRI.png&w=96&q=75'
image Jabil Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JBL.png&w=96&q=75'
image Palantir Technologies Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PLTR.png&w=96&q=75'
image Vistra Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_VST.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.67%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 502
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading The Permanent Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText Free-market investment analyst Harry Browne devised the Permanent Portfolio in the 1980s, as a buy-and-hold portfolio that contains a healthy allocation to gold. The portfolio holds equal allocations of domestic stocks, gold, short-term treasury bonds, and long term treasury bonds. Boglehead members Craig Rowland and J. M. Lawson have written a book,
link The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy, url='https://www.amazon.com/Permanent-Portfolio-Long-Term-Investment-Strategy/dp/1118288254'
StaticText , detailing every aspect of the Permanent Portfolio.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image BlackRock Institutional Trust Company N.A. - iShares Gold Trust logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Long-Term Treasury ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Short-Term Treasury ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.32%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.09
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 4
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading High Performance Small Cap
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Who doesn't love an underdog story? These may be small-cap stocks (<$1B in Market Cap), but they have packed in a mighty performance in the past year (>90% return). Another benefit of their small size is that there should still be plenty of room for them to continue growing.
paragraph
StaticText Top Sector
paragraph
StaticText Health Care
paragraph
StaticText Top Holdings
image Allot Ltd logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ALLT.png&w=96&q=75'
image Dynagas LNG Partners LP - Unit logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DLNG.png&w=96&q=75'
image Oxbridge Re Holdings Ltd logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OXBR.png&w=96&q=75'
image ClearPoint Neuro Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CLPT.png&w=96&q=75'
image Graham Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GHM.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +33.93%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 52
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Two Fund Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText You can invest in broad US and International markets, as well as bonds, using only two funds.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total World Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.90%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.05
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 2
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Core 4 Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText By including some direct exposure to the US Real Estate market directly through VNQ, this fund adds a bit more diversity compared to the Majesty of Simplicity.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.35%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.05
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 4
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Majesty of Simplicity - Mod
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard S&P 500 ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +7.11%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.04
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 3
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Majesty of Simplicity - Agg
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard S&P 500 ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.82%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.04
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 3
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Majesty of Simplicity - Con
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard S&P 500 ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +3.16%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.04
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 3
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
paragraph
StaticText ARKK
heading Innovation Fund
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy follows the ARKK fund (ticker ARKK) which was designed to seek long term capital from companies globally involved with, or that benefit from, disruptive innovation.
paragraph
StaticText Top Sector
paragraph
StaticText Health Care
paragraph
StaticText Top Holdings
image Tesla Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TSLA.png&w=96&q=75'
image Roku Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ROKU.png&w=96&q=75'
image Coinbase Global Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_COIN.png&w=96&q=75'
image Roblox Corporation - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_RBLX.png&w=96&q=75'
image Palantir Technologies Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PLTR.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +3.78%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 31
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $3,700
paragraph
StaticText VNQ
heading Real Estate Sector
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This ETF follower concentrates primarily on real estate equity and is market-cap weighted for companies involved in the ownership and operation of real estate in the United States.
paragraph
StaticText Top Sector
paragraph
StaticText Real Estate
paragraph
StaticText Top Holdings
image Prologis Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PLD.png&w=96&q=75'
image Equinix Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_EQIX.png&w=96&q=75'
image American Tower Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMT.png&w=96&q=75'
image Welltower Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WELL.png&w=96&q=75'
image Digital Realty Trust Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DLR.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +3.15%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 153
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
paragraph
StaticText WCLD
heading Cloud Computing
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy tracks US companies primarily focused on cloud software and services. Stocks are equal weighted in the index.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Twilio Inc - Ordinary Shares Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TWLO.png&w=96&q=75'
image BILL Holdings Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BILL.png&w=96&q=75'
image DocuSign Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DOCU.png&w=96&q=75'
image Atlassian Corporation - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TEAM.png&w=96&q=75'
image AvePoint Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVPT.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +9.90%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 63
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $3,000
paragraph
StaticText KRUZ
heading Republican Trading
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText This strategy seeks to broadly invest in stocks purchased or sold by Republican members of the US Congress and their families.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Comfort Systems USA, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_FIX.png&w=96&q=75'
image Simon Property Group, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SPG.png&w=96&q=75'
image AT&T, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_T.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.11%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 157
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $5,000
paragraph
StaticText NANC
heading Democratic Trading
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText This strategy seeks to broadly invest in stocks purchased or sold by Democratic members of the US Congress and their families.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Salesforce Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CRM.png&w=96&q=75'
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +9.98%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 166
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading HedgeFundie's Excellent Adventure
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Famously posted on the
link Bogleheads forum in 2019, url='https://www.bogleheads.org/forum/viewtopic.php?t=272007'
StaticText , this risky strategy combining 3x leveraged etfs exposed to SPY and 20 year treasuries. It's only appropriate for users with very high risk tolerances and incurs relatively high ETF expense ratios
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image ProShares Trust - ProShares UltraPro S&P 500 ETF 3x Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9112114111115104971141011156.png&w=96&q=75'
image Direxion Shares ETF Trust - Direxion Daily 20+ Year Treasury Bull 3X Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F91001051141011201051111106.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText -1.16%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.97
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 2
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Leveraged Tech
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy allocates 70% to ProShares Ultra QQQ (QLD) for its 2x leveraged exposure to the Nasdaq-100. The additional leverage is a super-bullish bet on continued tech sector growth and innovation. The 30% Invesco QQQ (QQQ) provides core exposure to the tech sector while mitigating some of the risks associated with leveraged instruments.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image ProShares Trust - ProShares Ultra QQQ 2x Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9112114111115104971141011156.png&w=96&q=75'
image Invesco Capital Management LLC - Invesco QQQ Trust Series 1 logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105110118101115991116.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +25.77%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.72
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 2
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $33,000
paragraph
StaticText IWB
heading US 1000
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +14.11%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 992
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $5,100
paragraph
StaticText IJH
heading US Mid Cap
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This strategy tracks a market-cap-weighted index of mid-cap US companies. This strategy offers targeted exposure to the growth potential of mid-sized businesses within the US market. With a diversified portfolio of holdings, it provides investors with a comprehensive approach to capturing the mid-cap segment's performance.
paragraph
StaticText Top Sector
paragraph
StaticText Industrials
paragraph
StaticText Top Holdings
image Williams-Sonoma, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WSM.png&w=96&q=75'
image Emcor Group, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_EME.png&w=96&q=75'
image Expand Energy Corp. - Ordinary Shares - New logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CHK.png&w=96&q=75'
image Illumina Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ILMN.png&w=96&q=75'
image Interactive Brokers Group Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_IBKR.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.42%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 399
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $8,600
paragraph
StaticText IJR
heading US Small Cap
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy tracks a market-cap-weighted index of primarily small-cap US stocks, representing a small portion of the total market. This strategy focuses on the growth potential of smaller companies, offering investors targeted exposure to this dynamic segment of the US equity market. With a diversified portfolio of holdings it provides a broad approach to small-cap investing.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Glaukos Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GKOS.png&w=96&q=75'
image Bath & Body Works Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BBWI.png&w=96&q=75'
image Alaska Air Group Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ALK.png&w=96&q=75'
image ATI Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ATI.png&w=96&q=75'
image VF Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_VFC.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +8.94%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 589
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $3,100
paragraph
StaticText QUAL
heading USA Quality Factor
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This strategy invests in US large- and mid-cap stocks with a focus on financial quality. Companies are selected and weighted based on their return on equity, earnings growth stability, and financial leverage, emphasizing strong fundamentals. This approach offers investors exposure to companies with proven profitability and sound financial health.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Visa Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_V.png&w=96&q=75'
image Mastercard Incorporated - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MA.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +13.82%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 124
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,700
paragraph
StaticText XLF
heading Select US Financial Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Tracking select top holdings in US financial sector focusing on the top performers.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Berkshire Hathaway Inc. - Ordinary Shares - Class B logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BRK.B.png&w=96&q=75'
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image Visa Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_V.png&w=96&q=75'
image Mastercard Incorporated - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MA.png&w=96&q=75'
image Bank Of America Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BAC.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +11.81%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 73
paragraph
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,700
paragraph
StaticText MGK
heading Mega Cap Growth Stocks
paragraph
StaticText Mega Cap Growth Stocks focuses on companies with strong growth prospects, often found in sectors driving innovation and technological advancement. This ETF following strategy invests in mega cap companies demonstrating robust revenue and earnings growth, including technology giants, healthcare innovators, and consumer discretionary leaders.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 71
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $2,600
paragraph
StaticText VAW
heading Materials Sector
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This Strategy invests in materials sector companies, including chemicals, construction materials, metals, and mining firms. Providing exposure to global infrastructure development and manufacturing activities, it's positioned to benefit from economic growth and industrial demand.
paragraph
StaticText Top Sector
paragraph
StaticText Materials
paragraph
StaticText Top Holdings
image Linde Plc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_LIN.png&w=96&q=75'
image Sherwin-Williams Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SHW.png&w=96&q=75'
image Air Products & Chemicals Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_APD.png&w=96&q=75'
image CRH Plc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CRH.png&w=96&q=75'
image Ecolab, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ECL.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +9.67%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 110
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $3,400
paragraph
StaticText VOX
heading Communication Services
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy tracks the communication services sector, including companies involved in telecommunications, media, and internet services. Capturing trends in digital communication, entertainment, and connectivity, it reflects the evolving landscape of communication technologies.
paragraph
StaticText Top Sector
paragraph
StaticText Communication Services
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Alphabet Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GOOGL.png&w=96&q=75'
image Alphabet Inc - Ordinary Shares - Class C logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GOOG.png&w=96&q=75'
image Netflix Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NFLX.png&w=96&q=75'
image Walt Disney Co (The) logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DIS.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +11.38%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 108
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $3,300
paragraph
StaticText VDC
heading Consumer Staples Sector
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText This strategy focuses on consumer staples companies, including food, beverage, household products, and retail firms. Offering stability and defensive characteristics, it's often less sensitive to economic cycles.
paragraph
StaticText Top Sector
paragraph
StaticText Consumer Staples
paragraph
StaticText Top Holdings
image Costco Wholesale Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_COST.png&w=96&q=75'
image Walmart Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WMT.png&w=96&q=75'
image Procter & Gamble Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PG.png&w=96&q=75'
image Coca-Cola Co logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_KO.png&w=96&q=75'
image Philip Morris International Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PM.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +8.56%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 100
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $14,000
paragraph
StaticText VHT
heading Health Care Sector
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This Strategy focuses on healthcare companies, including pharmaceuticals, biotechnology, healthcare providers, and medical equipment firms. Offering exposure to a sector driven by demographic trends and ongoing medical advancements, it's a strategic choice for investors considering healthcare's long-term growth potential.
paragraph
StaticText Top Sector
paragraph
StaticText Health Care
paragraph
StaticText Top Holdings
image Lilly(Eli) & Co logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_LLY.png&w=96&q=75'
image Unitedhealth Group Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_UNH.png&w=96&q=75'
image Abbvie Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ABBV.png&w=96&q=75'
image Johnson & Johnson logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JNJ.png&w=96&q=75'
image Merck & Co Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MRK.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +7.67%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 335
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $3,300
paragraph
StaticText VDE
heading Energy Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This Strategy concentrate on the energy sector, including oil, gas, and renewable energy firms. Offering exposure to the global energy market, it can be influenced by factors such as oil prices, geopolitical events, and environmental policies.
paragraph
StaticText Top Sector
paragraph
StaticText Energy
paragraph
StaticText Top Holdings
image Exxon Mobil Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_XOM.png&w=96&q=75'
image Chevron Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CVX.png&w=96&q=75'
image Conoco Phillips logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_COP.png&w=96&q=75'
image EOG Resources, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_EOG.png&w=96&q=75'
image Williams Cos Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WMB.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +13.67%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 104
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $2,700
paragraph
StaticText MTUM
heading U.S. Momentum Factor
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText Tracks an index of large- and mid-cap US equities, selected and weighted based on historical price appreciation and low volatility. Focus is on stocks with strong 6- and 12-month price performance, while also considering volatility over the past 3 years. This approach aims to capture momentum while managing risk, providing a unique investment strategy for those seeking growth potential.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image Walmart Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WMT.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Costco Wholesale Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_COST.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +13.42%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 123
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Contrarian Picks
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText You better have a strong stomach if this portfolio interests you; it certainly isn't for the faint of heart. These are smaller companies that aren't being traded very heavily and while they may be cheap (PE <15), they have a lackluster TTM performance to show for it (<0%). Are they stocks to avoid or a list of potential hidden gems?
paragraph
StaticText Top Sector
paragraph
StaticText Consumer Discretionary
paragraph
StaticText Top Holdings
image Rocky Brands, Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_RCKY.png&w=96&q=75'
image Smart Powerr Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CREG.png&w=96&q=75'
image SoundThinking Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SSTI.png&w=96&q=75'
image Urban One Inc - Ordinary Shares - Class D logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_UONEK.png&w=96&q=75'
image CPS Technologies Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CPSH.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText -3.81%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 53
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Mid & Large Cap Dividend Yield
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText These mid and large cap companies all have above a 3% dividend yield and are equally weighted.
paragraph
StaticText Top Sector
paragraph
StaticText Utilities
paragraph
StaticText Top Holdings
image PNC Financial Services Group Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PNC.png&w=96&q=75'
image Chevron Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CVX.png&w=96&q=75'
image PPL Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PPL.png&w=96&q=75'
image Prudential Financial Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PRU.png&w=96&q=75'
image Target Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TGT.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.51%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 95
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $2,800
paragraph
StaticText RSP
heading Equal Weighted US Top 500
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This index provides equal-weight exposure to the top 500 companies in the US, offering a unique approach compared to traditional market-cap weighted indexes. With an aim to reduce concentration risk by allocating equal amounts to each constituent, it potentially benefits from smaller companies' outperformance.
paragraph
StaticText Top Sector
paragraph
StaticText Industrials
paragraph
StaticText Top Holdings
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
image Darden Restaurants, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DRI.png&w=96&q=75'
image Jabil Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JBL.png&w=96&q=75'
image Palantir Technologies Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PLTR.png&w=96&q=75'
image Vistra Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_VST.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.67%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 502
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading The Permanent Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText Free-market investment analyst Harry Browne devised the Permanent Portfolio in the 1980s, as a buy-and-hold portfolio that contains a healthy allocation to gold. The portfolio holds equal allocations of domestic stocks, gold, short-term treasury bonds, and long term treasury bonds. Boglehead members Craig Rowland and J. M. Lawson have written a book,
link The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy, url='https://www.amazon.com/Permanent-Portfolio-Long-Term-Investment-Strategy/dp/1118288254'
StaticText , detailing every aspect of the Permanent Portfolio.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image BlackRock Institutional Trust Company N.A. - iShares Gold Trust logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Long-Term Treasury ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Short-Term Treasury ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.32%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.09
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 4
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading High Performance Small Cap
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Who doesn't love an underdog story? These may be small-cap stocks (<$1B in Market Cap), but they have packed in a mighty performance in the past year (>90% return). Another benefit of their small size is that there should still be plenty of room for them to continue growing.
paragraph
StaticText Top Sector
paragraph
StaticText Health Care
paragraph
StaticText Top Holdings
image Allot Ltd logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ALLT.png&w=96&q=75'
image Dynagas LNG Partners LP - Unit logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DLNG.png&w=96&q=75'
image Oxbridge Re Holdings Ltd logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OXBR.png&w=96&q=75'
image ClearPoint Neuro Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CLPT.png&w=96&q=75'
image Graham Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GHM.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +33.93%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 52
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Two Fund Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText You can invest in broad US and International markets, as well as bonds, using only two funds.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total World Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.90%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.05
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 2
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Core 4 Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText By including some direct exposure to the US Real Estate market directly through VNQ, this fund adds a bit more diversity compared to the Majesty of Simplicity.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.35%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.05
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 4
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Majesty of Simplicity - Mod
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard S&P 500 ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +7.11%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.04
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 3
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Majesty of Simplicity - Agg
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard S&P 500 ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.82%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.04
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 3
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Majesty of Simplicity - Con
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard S&P 500 ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +3.16%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.04
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 3
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
paragraph
StaticText ARKK
heading Innovation Fund
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy follows the ARKK fund (ticker ARKK) which was designed to seek long term capital from companies globally involved with, or that benefit from, disruptive innovation.
paragraph
StaticText Top Sector
paragraph
StaticText Health Care
paragraph
StaticText Top Holdings
image Tesla Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TSLA.png&w=96&q=75'
image Roku Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ROKU.png&w=96&q=75'
image Coinbase Global Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_COIN.png&w=96&q=75'
image Roblox Corporation - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_RBLX.png&w=96&q=75'
image Palantir Technologies Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PLTR.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +3.78%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 31
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $3,700
paragraph
StaticText VNQ
heading Real Estate Sector
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This ETF follower concentrates primarily on real estate equity and is market-cap weighted for companies involved in the ownership and operation of real estate in the United States.
paragraph
StaticText Top Sector
paragraph
StaticText Real Estate
paragraph
StaticText Top Holdings
image Prologis Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PLD.png&w=96&q=75'
image Equinix Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_EQIX.png&w=96&q=75'
image American Tower Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMT.png&w=96&q=75'
image Welltower Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WELL.png&w=96&q=75'
image Digital Realty Trust Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DLR.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +3.15%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 153
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
paragraph
StaticText WCLD
heading Cloud Computing
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy tracks US companies primarily focused on cloud software and services. Stocks are equal weighted in the index.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Twilio Inc - Ordinary Shares Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TWLO.png&w=96&q=75'
image BILL Holdings Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BILL.png&w=96&q=75'
image DocuSign Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DOCU.png&w=96&q=75'
image Atlassian Corporation - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TEAM.png&w=96&q=75'
image AvePoint Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVPT.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +9.90%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 63
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $3,000
paragraph
StaticText KRUZ
heading Republican Trading
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText This strategy seeks to broadly invest in stocks purchased or sold by Republican members of the US Congress and their families.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Comfort Systems USA, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_FIX.png&w=96&q=75'
image Simon Property Group, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SPG.png&w=96&q=75'
image AT&T, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_T.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.11%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 157
paragraph
StaticText Low
StaticText risk
StaticText strategy
paragraph
image
StaticText $5,000
paragraph
StaticText NANC
heading Democratic Trading
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText This strategy seeks to broadly invest in stocks purchased or sold by Democratic members of the US Congress and their families.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Salesforce Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CRM.png&w=96&q=75'
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +9.98%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 166
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading HedgeFundie's Excellent Adventure
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Famously posted on the
link Bogleheads forum in 2019, url='https://www.bogleheads.org/forum/viewtopic.php?t=272007'
StaticText , this risky strategy combining 3x leveraged etfs exposed to SPY and 20 year treasuries. It's only appropriate for users with very high risk tolerances and incurs relatively high ETF expense ratios
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image ProShares Trust - ProShares UltraPro S&P 500 ETF 3x Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9112114111115104971141011156.png&w=96&q=75'
image Direxion Shares ETF Trust - Direxion Daily 20+ Year Treasury Bull 3X Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F91001051141011201051111106.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText -1.16%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.97
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 2
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,000
heading Leveraged Tech
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy allocates 70% to ProShares Ultra QQQ (QLD) for its 2x leveraged exposure to the Nasdaq-100. The additional leverage is a super-bullish bet on continued tech sector growth and innovation. The 30% Invesco QQQ (QQQ) provides core exposure to the tech sector while mitigating some of the risks associated with leveraged instruments.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image ProShares Trust - ProShares Ultra QQQ 2x Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9112114111115104971141011156.png&w=96&q=75'
image Invesco Capital Management LLC - Invesco QQQ Trust Series 1 logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105110118101115991116.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +25.77%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.72
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 2
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $33,000
paragraph
StaticText IWB
heading US 1000
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +14.11%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 992
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $5,100
paragraph
StaticText IJH
heading US Mid Cap
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This strategy tracks a market-cap-weighted index of mid-cap US companies. This strategy offers targeted exposure to the growth potential of mid-sized businesses within the US market. With a diversified portfolio of holdings, it provides investors with a comprehensive approach to capturing the mid-cap segment's performance.
paragraph
StaticText Top Sector
paragraph
StaticText Industrials
paragraph
StaticText Top Holdings
image Williams-Sonoma, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WSM.png&w=96&q=75'
image Emcor Group, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_EME.png&w=96&q=75'
image Expand Energy Corp. - Ordinary Shares - New logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CHK.png&w=96&q=75'
image Illumina Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ILMN.png&w=96&q=75'
image Interactive Brokers Group Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_IBKR.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.42%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 399
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $8,600
paragraph
StaticText IJR
heading US Small Cap
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy tracks a market-cap-weighted index of primarily small-cap US stocks, representing a small portion of the total market. This strategy focuses on the growth potential of smaller companies, offering investors targeted exposure to this dynamic segment of the US equity market. With a diversified portfolio of holdings it provides a broad approach to small-cap investing.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Glaukos Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GKOS.png&w=96&q=75'
image Bath & Body Works Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BBWI.png&w=96&q=75'
image Alaska Air Group Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ALK.png&w=96&q=75'
image ATI Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ATI.png&w=96&q=75'
image VF Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_VFC.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +8.94%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 589
paragraph
StaticText Medium
StaticText risk
StaticText strategy
paragraph
image
StaticText $3,100
paragraph
StaticText QUAL
heading USA Quality Factor
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This strategy invests in US large- and mid-cap stocks with a focus on financial quality. Companies are selected and weighted based on their return on equity, earnings growth stability, and financial leverage, emphasizing strong fundamentals. This approach offers investors exposure to companies with proven profitability and sound financial health.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Visa Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_V.png&w=96&q=75'
image Mastercard Incorporated - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MA.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +13.82%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 124
paragraph
StaticText High
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,700
paragraph
StaticText XLF
heading Select US Financial Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Tracking select top holdings in US financial sector focusing on the top performers.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Berkshire Hathaway Inc. - Ordinary Shares - Class B logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BRK.B.png&w=96&q=75'
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image Visa Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_V.png&w=96&q=75'
image Mastercard Incorporated - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MA.png&w=96&q=75'
image Bank Of America Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BAC.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +11.81%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 73
paragraph
StaticText risk
StaticText strategy
paragraph
image
StaticText $1,700
paragraph
StaticText MGK
heading Mega Cap Growth Stocks
paragraph
StaticText Mega Cap Growth Stocks focuses on companies with strong growth prospects, often found in sectors driving innovation and technological advancement. This ETF following strategy invests in mega cap companies demonstrating robust revenue and earnings growth, including technology giants, healthcare innovators, and consumer discretionary leaders.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 71
button Explore Indexes
link Explore Indexes, url='https://double.finance/p/explore'
heading “What people have to say...
image Nicholas T.'s quote, url='https://double.finance/_next/image?url=%2Fpersons%2FNick-T-2.jpg&w=48&q=75'
paragraph
StaticText Nicholas T.
paragraph
StaticText CEO
paragraph
StaticText “I love the diversity of strategies I can invest in... And it made no sense for me to pay fees to an ETF when a robot can easily do it.”
image Matt C.'s quote, url='https://double.finance/_next/image?url=%2Fpersons%2FMatt-C-2.jpeg&w=48&q=75'
paragraph
StaticText Matt C.
paragraph
StaticText Founder
paragraph
StaticText “With automated features like rebalancing and tax loss harvesting, I don't have to worry about optimizing my portfolio manually.”
image Patrick L.'s quote, url='https://double.finance/_next/image?url=%2Fpersons%2FPatrick-L-2.jpeg&w=48&q=75'
paragraph
StaticText Patrick L.
paragraph
StaticText Sr. Director Product Management
paragraph
StaticText “I really like direct indexing with Double. It's simple to understand and provides me with something that I really can't get anywhere else.”
image Arden A.'s quote, url='https://double.finance/_next/image?url=%2Fpersons%2FArden-A-2.jpeg&w=48&q=75'
paragraph
StaticText Arden A.
paragraph
StaticText Enterprise Sales Leader
paragraph
StaticText “Double has been very easy to use and I like the ability to direct index into both passive and more active strategies in one account.”
heading Your money is secure
StaticText Safety & Privacy are at the core of what we do.
image You always own your assets, url='https://double.finance/banknotes.svg'
heading You always own your assets
paragraph
StaticText Your funds are held in your name at
StaticText Apex Clearing
StaticText ,
StaticText one of the largest US Custodians holding over $114B in funds.
StaticText In the unlikely event that something happens to Double, your assets will be fully accessible.
image We are an SEC Registered Fiduciary, url='https://double.finance/building-library.svg'
heading We are an SEC Registered Fiduciary
paragraph
StaticText Double is a
StaticText Registered Investment Advisor
StaticText , meaning we are legally bound to do what is in your best interest.
image Built with security in mind, url='https://double.finance/finger-print.svg'
heading Built with security in mind
paragraph
StaticText We have strict measures in place to keep your data protected.
StaticText Sensitive information is encrypted and
StaticText we offer 2-factor authentication for your protection.
image SIPC Insured, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/shield-check.svg'
heading SIPC Insured
paragraph
StaticText Securities in your account are
StaticText protected up to $500,000 through Apex Clearing.
StaticText For details, visit www.sipc.org.
StaticText On top of this,
StaticText Apex Clearing
StaticText has purchased an additional insurance policy to supplement SIPC protection.
heading No Expense Ratios No AUM Fees No trading commissions And your first 6 months are free
Video
paragraph
StaticText /month
link Get Started, url='https://double.finance/sign-up'
heading See how much youcould save on Fees
LabelText
StaticText Portfolio Starting Value
textbox Portfolio Starting Value value='$500,000'
LabelText
StaticText Timeframe in Years
textbox Timeframe in Years value='30'
LabelText
StaticText Your Monthly Contribution
textbox Your Monthly Contribution value='$2,000'
LabelText
StaticText Estimated Annual Return
textbox Estimated Annual Return value='7%'
LabelText
StaticText Advisor Fee (or ETF Expense Ratio)
textbox Advisor Fee (or ETF Expense Ratio) value='1%'
button 1%Typical Advisor Fee
button 0.89%Empower
button 0.25%Wealthfront
button 0.1%Frec
button Search for any ETF
image
heading Money saved with Double $1.30M
paragraph
StaticText Advisor's Effective Rate
image
paragraph
StaticText $2,011/hour
paragraph
StaticText Estimated portfolio value with Double
paragraph
StaticText $6.07M
paragraph
StaticText Estimated portfolio value with Advisor
paragraph
StaticText $4.77M
image
StaticText 2030
StaticText 2040
StaticText 2050
StaticText $0
StaticText $2M
StaticText $4M
StaticText $6M
paragraph
StaticText For illustrative purposes only ⁴
heading Why Double is better than rest
StaticText Direct Index, Dollar Cost Average and Tax Loss Harvest² a custom portfolio, all within one account.
StaticText Investing with Double is
StaticText commission-free
table
rowgroup
row
columnheader Features
columnheader double-logo
image double-logo, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/white-logo.svg'
columnheader M1
columnheader Wealthfront
columnheader Robinhood
columnheader Frec
rowgroup
row
cell Direct Index popular funds¹
StaticText Direct Index popular funds
StaticText ¹
cell 20+
cell dash
image dash, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/dash.svg'
cell 2
cell dash
image dash, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/dash.svg'
cell 3
row
cell Tax aware rebalancing and automated tax loss harvesting²
StaticText Tax aware rebalancing and automated tax loss harvesting
StaticText ²
cell check
image check, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/white-check.svg'
cell dash
image dash, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/dash.svg'
cell check
image check, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/white-check.svg'
cell dash
image dash, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/dash.svg'
cell check
image check, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/white-check.svg'
row
cell Dollar Cost Average into and between strategies
StaticText Dollar Cost Average into and between strategies
cell check
image check, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/white-check.svg'
cell dash
image dash, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/dash.svg'
cell dash
image dash, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/dash.svg'
cell dash
image dash, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/dash.svg'
cell dash
image dash, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/dash.svg'
row
cell Rebalance automatically to keep your exposure where you want it
StaticText Rebalance automatically to keep your exposure where you want it
cell check
image check, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/white-check.svg'
cell Partially
cell check
image check, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/white-check.svg'
cell dash
image dash, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/dash.svg'
cell check
image check, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/white-check.svg'
row
cell Factor in taxes, trading costs, holding costs and factor models to determine optimal trades
StaticText Factor in taxes, trading costs, holding costs and factor models to determine optimal trades
cell check
image check, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/white-check.svg'
cell dash
image dash, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/dash.svg'
cell check
image check, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/white-check.svg'
cell dash
image dash, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/dash.svg'
cell Partially
row
cell Zero AUM fees
StaticText Zero AUM fees
cell check
image check, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/white-check.svg'
cell check
image check, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/white-check.svg'
cell dash
image dash, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/dash.svg'
cell check
image check, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/white-check.svg'
cell dash
image dash, url='https://double-marketing-page-assets.s3.amazonaws.com/v2-landing/dash.svg'
heading Investing made simple
StaticText Working round the clock
StaticText for you
StaticText Double analyzes your portfolio every day so you don't have to. We watch for things like wash sales, stock splits, dividends and portfolio drift. If there are trades that our algorithm thinks will improve your portfolio, we will make them all while leaving you in control.
image monitor-stock, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-marketing-page-assets.s3.amazonaws.com%2Fv2-landing%2Finvesting-pic-1.png&w=1920&q=75'
heading Dollar Cost Average between strategies
StaticText Double makes it dead simple to move money between various active or passive strategies. This gives you deep control and can potentially help you spread out timing risk.
image portfolio-allocation, url='https://double.finance/_next/image?url=%2Fimages%2Fallocation-pic.png&w=1920&q=75'
heading Double Handles the Busy Work
StaticText Double keeps a keen eye on your portfolio, hunting for tax loss harvesting opportunities and prime rebalancing moments.
StaticText Today
StaticText in 8:23
image Tesla Inc, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TSLA.png&w=32&q=75'
image Airbnb Inc - Ordinary Shares - Class A, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ABNB.png&w=32&q=75'
image Home Depot, Inc., url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_HD.png&w=32&q=75'
image Lucid Group Inc, url='https://double.finance/_next/image?url=%2Fimages%2Fcompany_logo_LCID.png&w=32&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=32&q=75'
StaticText 47 Trades
StaticText are scheduled
image
StaticText Buy
StaticText $500
image
StaticText Sell
StaticText $200
image coin1, url='https://double.finance/_next/image?url=%2Fimages%2Ficon-coins%2Fabnb.png&w=128&q=75'
image coin1, url='https://double.finance/_next/image?url=%2Fimages%2Ficon-coins%2Fmeta.png&w=96&q=75'
image coin1, url='https://double.finance/_next/image?url=%2Fimages%2Ficon-coins%2Fnetflix.png&w=96&q=75'
heading Double in action
image Exclude Tech, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-marketing-page-assets.s3.amazonaws.com%2Fv2-landing%2Faction-1.png&w=1920&q=75'
heading Work for MSFT and want to exclude their stock?
StaticText MSFT
paragraph
StaticText Buy a direct indexed US Top 500 Portfolio, remove
StaticText MSFT
StaticText entirely and cut the rest of your tech exposure in half.
heading Did you know AI was going to be a big deal before everyone else?
paragraph
StaticText Double makes it easy to tilt your portfolio towards your hunches. Pick a handful of stocks set to benefit from the Inflation Reduction Act, or some that target the booming AI and semiconductor industry, or shift your portfolio towards the explosive meme growth of Zyn.
heading Feeling confident in the overall market and ready to pile on the risk?
paragraph
StaticText Follow Hedgefundie’s Adventure, which uses 3x leverage in a Stock and Bond ETF to try and increase returns. Or pick from our smart screens that target top growing companies or even all of the YC Public Companies.
heading Think we’re headed for a recession and want to take some chips off the table?
paragraph
StaticText You can invest in a version of Ray Dalio’s All Weather Portfolio comprising 5 ETFs or John Bogle's Majesty of Simplicity and migrate between these Strategies and Bonds over time.
heading Build and backtest your own stock index!
paragraph
StaticText Use our Stock and ETF Screeners to build your very own personalized portfolio
image JJ Maxwell, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-marketing-page-assets.s3.amazonaws.com%2Fv2-landing%2Fceo.png&w=1920&q=75'
StaticText Message from our CEO
StaticText “We’re on a mission to revolutionize investing by providing
StaticText world class portfolio
StaticText tools to everyday investors
StaticText without any
StaticText AUM fees”
StaticText — JJ Maxwell
StaticText Founder of Double Finance
heading A Smarter Investing Account
StaticText Some restrictions and fees may apply.
link Get Started, url='https://double.finance/sign-up'
button Get Started
heading Still have questions?
StaticText Meet with our founders who can give you an overview of Double works, answer questions on how it works under the hood, and provide support with the platform.
link Schedule a Call, url='https://calendly.com/jmaxwell-6dhm/30min'
button Schedule a Call
heading Questions & Answers
heading Are my assets protected on Double?
button Are my assets protected on Double?, expanded=False
image
heading What happens if Double goes out of business?
button What happens if Double goes out of business?, expanded=False
image
heading What is direct indexing and how is it different from buying an ETF?
button What is direct indexing and how is it different from buying an ETF?, expanded=False
image
heading Is Direct Indexing new?
button Is Direct Indexing new?, expanded=False
image
heading How do I transfer assets to Double?
button How do I transfer assets to Double?, expanded=False
image
heading What if I want to withdraw my funds?
button What if I want to withdraw my funds?, expanded=False
image
heading Can I change my portfolio anytime I want?
button Can I change my portfolio anytime I want?, expanded=False
image
heading What can I customize on Double?
button What can I customize on Double?, expanded=False
image
heading What is the minimum amount I need to invest on Double?
button What is the minimum amount I need to invest on Double?, expanded=False
image
heading Will my tax return be complicated and require a lot of data entry?
button Will my tax return be complicated and require a lot of data entry?, expanded=False
image
heading Learn more from Blog
link blog-banner Double crosses $10M in AUM + $3.9M Seed Round Double is proud to announce we crossed $10M in AUM within 3 months of our beta launch and our $3.9M Seed Round, url='https://double.finance/blog/10M-AUM'
image blog-banner, url='https://double.finance/_next/image?url=https%3A%2F%2Fancient-power-5ebf539d25.media.strapiapp.com%2FBlog_Post_02_ba2fd645c6.png&w=1920&q=75'
heading Double crosses $10M in AUM + $3.9M Seed Round
paragraph
StaticText Double is proud to announce we crossed $10M in AUM within 3 months of our beta launch and our $3.9M Seed Round
link blog-banner Introducing Per-Strategy Optimization Giving users more power and control over their investments., url='https://double.finance/blog/per-strategy-optimization'
image blog-banner, url='https://double.finance/_next/image?url=https%3A%2F%2Fancient-power-5ebf539d25.media.strapiapp.com%2Fblog_post_01_6ffaeed55b.png&w=1920&q=75'
heading Introducing Per-Strategy Optimization
paragraph
StaticText Giving users more power and control over their investments.
link Explore Blog, url='https://double.finance/blog'
button Explore Blog
image
heading Zero expense ratio index investing
heading Company
list
listitem
link Disclosures, url='https://double.finance/disclosures'
listitem
link LinkedIn, url='https://www.linkedin.com/company/doublefinance/'
listitem
link X, url='https://x.com/Double_Finance'
heading Resources
list
listitem
link Blog, url='https://double.finance/blog'
listitem
link Learn, url='https://double.finance/learn'
listitem
link Fee Calculator, url='https://double.finance/tools/fee-calculator'
listitem
link Tax Bracket Estimator, url='https://double.finance/tools/tax-bracket-estimator'
heading Popular ETFs
list
listitem
link SPY, url='https://double.finance/p/stock/SPY'
listitem
link VOO, url='https://double.finance/p/stock/VOO'
listitem
link VTI, url='https://double.finance/p/stock/VTI'
listitem
link CALF, url='https://double.finance/p/stock/CALF'
listitem
link AVUV, url='https://double.finance/p/stock/AVUV'
listitem
link SGOV, url='https://double.finance/p/stock/SGOV'
listitem
link COWZ, url='https://double.finance/p/stock/COWZ'
listitem
link SMH, url='https://double.finance/p/stock/SMH'
listitem
link QQQ, url='https://double.finance/p/stock/QQQ'
listitem
link TLT, url='https://double.finance/p/stock/TLT'
listitem
link VGT, url='https://double.finance/p/stock/VGT'
listitem
link SCHD, url='https://double.finance/p/stock/SCHD'
heading ETF Comparisons
list
listitem
link AVDE vs CGDG, url='https://double.finance/p/stock/AVDE/CGDG'
listitem
link QQQ vs SPY, url='https://double.finance/p/stock/QQQ/SPY'
listitem
link QQQ vs VOO, url='https://double.finance/p/stock/QQQ/VOO'
listitem
link MDYG vs SCHM, url='https://double.finance/p/stock/MDYG/SCHM'
listitem
link SCHD vs VIG, url='https://double.finance/p/stock/SCHD/VIG'
listitem
link VOO vs VUG, url='https://double.finance/p/stock/VOO/VUG'
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StaticText Terms of Service
generic, hasPopup='dialog'
StaticText Privacy Policy
paragraph
StaticText © Double Finance, 2024
StaticText Double is a registered investment adviser with the US Securities and Exchange Commission (SEC). While such registration does not imply a certain level of skill, it does require us to follow federal regulations that protect you, the investor. By law, we must provide investment advice that is in the best interest of our client. Please refer to Double's
link Form CRS, url='https://double-prod-disclosures.s3.amazonaws.com/crs_329617.pdf'
StaticText for important additional information.
StaticText The publicly available portions of the Platform (i.e., the sections of the Platform that are available to individuals who are not party to a Client Agreement - including double.finance) are provided for educational purposes only and are not intended to provide legal, tax, or financial planning advice. To the extent that any of the content published on publicly available portions of the Platform may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Nothing on the publicly available portions of the Platform should be construed as a solicitation or offer, or recommendation, to buy or sell any security. All charts, figures, and graphs on the publicly available websites are for illustrative purposes only. Before investing, you should consider whether any investment, investment strategy, security, other asset, or related transaction is appropriate for you based on your personal investment objectives, financial circumstances, and risk tolerance. You are also encouraged to consult your legal, tax, or investment professional regarding your specific situation. Registration does not imply a certain level of skill or training.
StaticText Investing involves risk. The value of your investment will fluctuate, and you may gain or lose money.
StaticText The contents of the Platform may contain forward-looking statements that are based on management's beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, or Global Predictions itself. Forward-looking statements are not guarantees of the underlying expected actions or future performance and future results may differ significantly from those anticipated by the forward-looking statements. Therefore, actual results and outcomes may materially differ from what may be expressed or forecasted in such forward-looking statements.
StaticText ¹ Data as of July 2024.
StaticText ² Availability of tax loss harvesting depends on portfolio diversity.
StaticText ³ As of November 8, 2024. The optional Cash Sweep program takes the cash sitting in your brokerage account and moves it to an FDIC-insured interest-earning deposit account. The current yield is 1.0%, rates subject to change at any time. The cash sweep program is made available in coordination with Apex Clearing Corporation. Please read the
link Important Disclosures, url='https://double-disclosures.s3.amazonaws.com/Apex-FDIC-Sweep-Program-Terms-and-Conditions-1.pdf'
StaticText for more information.
StaticText ⁴ This analysis calculator tool is for illustrative purposes only and is not financial advice. We do not guarantee the accuracy of the results or their relevance to your particular circumstances. This calculator uses hypothetical historical data and does not take into account the effect of taxes on a taxable account. Hypothetical historical data is no guarantee of future performance and this calculator is not intended to predict actual performance. The input of different time periods, amounts, and fees will vary calculator results. Average ETF fee is based on the AUM weighted average of US ETFs as of September 2024,
link see more information, url='https://www.etf.com/topics/sp-500'
StaticText . Note that you can purchase ETFs through Double, which may incur additional fees.
StaticText Full pricing details along with an FAQ can be found
link here, url='https://double.finance/pricing'
StaticText Data displayed in charts and graphics above are for illustrative purposes only and do not reflect actual investment results and are not a guarantee of future results.
StaticText By using double.finance, you accept our
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StaticText Terms of Use
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generic, hasPopup='dialog'
StaticText Privacy Policy
StaticText . Double is only available to US residents.
StaticText See Double Finance
link Form ADV Part IIA, url='https://double-disclosures.s3.amazonaws.com/Double+Finance+ADV+Part+IIA.pdf'
StaticText for additional information. Double does not guarantee that the results of its advice, recommendations, or the objectives of its direct index or cash management strategies will be achieved. We make no assurance that the investment process will consistently lead to successful investing. Before you invest, you should carefully review and consider your investment objectives as well as the risks, charges, and expenses of the underlying securities. There is at least a $1,000 account minimum required to participate in Double's strategies, although some strategies may have higher minimums.
StaticText Double does not provide tax, or legal advice. Double's website, brokerage, and advisory services are not intended for persons of any jurisdiction where Double is not authorized to do business. Tax savings will vary from client to client due to many factors including market conditions, tax characteristics of securities, client-imposed investment restrictions, client tax rate or status, and changes in tax regulations.
alert, atomic
RootWebArea Direct Indexing | Discover Direct Indexing, ETFs & Vehicles For You | Double Finance, focused, url='https://double.finance/p/explore'
dialog, modal=False
heading Your Risk Tolerance
paragraph
StaticText Your risk tolerance indicates how comfortable you are with the possibility of experiencing losses in exchange for potential gains. Adjusting this setting helps align your investment choices with your financial goals and comfort level.
Show more
LabelText
[14460] radio High See all strategies including those with more volatility (ups and downs) that may also result in potential high returns., center=(720,462), checked=, contenteditable=True, focused, type=radio
StaticText High
StaticText See all strategies including those with more volatility (ups and downs) that may also result in potential high returns.
LabelText
[14465] radio Medium See moderate-risk strategies that aim for a balance of growth and stability., center=(720,568), checked='false', contenteditable=True, type=radio
StaticText Medium
StaticText See moderate-risk strategies that aim for a balance of growth and stability.
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[14462] span, center=(968,462), inner_text=High
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[14470] radio Low See only conservative strategies., center=(720,654), checked='false', contenteditable=True, type=radio
StaticText Low
StaticText See only conservative strategies.
[14468] span, center=(968,592), inner_text=See moderate-risk strategies that aim for a balance of growth and stability.
[14467] span, center=(968,568), inner_text=Medium
[14475] button Submit, center=(1182,768)
[14473] span, center=(968,678), inner_text=See only conservative strategies.
[14472] span, center=(968,654), inner_text=Low
Reasoning for action: By clicking the 'Explore Indexes' button, I am proceeding to the next step in the user's instructed workflow. This action allows me to access the available investment strategies categorized by their risk levels, which is essential for the user to find a strategy aligned with their risk tolerance.
Action: click('270') # Click on the 'Explore Indexes' button to view available investment strategies.
Change Description: After the user clicked the 'Explore Indexes' button, the browser navigated to a new page where the user is presented with options to select their risk tolerance for investment strategies. This page allows users to choose between 'High', 'Medium', and 'Low' risk strategies, along with a submit button, indicating a shift in focus to personalized investment options.
Screenshot before:Screenshot after:---
Step 2:
Url (before/after):
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https://double.finance/p/explore
Content (before/after):
RootWebArea Direct Indexing | Discover Direct Indexing, ETFs & Vehicles For You | Double Finance, focused, url='https://double.finance/p/explore'
dialog, modal=False
heading Your Risk Tolerance
paragraph
StaticText Your risk tolerance indicates how comfortable you are with the possibility of experiencing losses in exchange for potential gains. Adjusting this setting helps align your investment choices with your financial goals and comfort level.
Show more
LabelText
[14460] radio High See all strategies including those with more volatility (ups and downs) that may also result in potential high returns., center=(720,462), checked=, contenteditable=True, focused, type=radio
StaticText High
StaticText See all strategies including those with more volatility (ups and downs) that may also result in potential high returns.
LabelText
[14465] radio Medium See moderate-risk strategies that aim for a balance of growth and stability., center=(720,568), checked='false', contenteditable=True, type=radio
StaticText Medium
StaticText See moderate-risk strategies that aim for a balance of growth and stability.
[14463] span, center=(968,496), inner_text=See all strategies including those with more volatility (ups and downs) that may also result in potential high returns.
[14462] span, center=(968,462), inner_text=High
LabelText
[14470] radio Low See only conservative strategies., center=(720,654), checked='false', contenteditable=True, type=radio
StaticText Low
StaticText See only conservative strategies.
[14468] span, center=(968,592), inner_text=See moderate-risk strategies that aim for a balance of growth and stability.
[14467] span, center=(968,568), inner_text=Medium
[14475] button Submit, center=(1182,768)
[14473] span, center=(968,678), inner_text=See only conservative strategies.
[14472] span, center=(968,654), inner_text=Low
RootWebArea Direct Indexing | Discover Direct Indexing, ETFs & Vehicles For You | Double Finance, focused, url='https://double.finance/p/explore'
dialog, modal=False
heading Your Risk Tolerance
paragraph
StaticText Your risk tolerance indicates how comfortable you are with the possibility of experiencing losses in exchange for potential gains. Adjusting this setting helps align your investment choices with your financial goals and comfort level.
Show more
LabelText
[14460] radio High See all strategies including those with more volatility (ups and downs) that may also result in potential high returns., center=(720,462), checked=, contenteditable=True, focused, type=radio
StaticText High
StaticText See all strategies including those with more volatility (ups and downs) that may also result in potential high returns.
LabelText
[14465] radio Medium See moderate-risk strategies that aim for a balance of growth and stability., center=(720,568), checked='false', contenteditable=True, type=radio
StaticText Medium
StaticText See moderate-risk strategies that aim for a balance of growth and stability.
[14463] span, center=(968,496), inner_text=See all strategies including those with more volatility (ups and downs) that may also result in potential high returns.
[14462] span, center=(968,462), inner_text=High
LabelText
[14470] radio Low See only conservative strategies., center=(720,654), checked='false', contenteditable=True, type=radio
StaticText Low
StaticText See only conservative strategies.
[14468] span, center=(968,592), inner_text=See moderate-risk strategies that aim for a balance of growth and stability.
[14467] span, center=(968,568), inner_text=Medium
[14475] button Submit, center=(1182,768)
[14473] span, center=(968,678), inner_text=See only conservative strategies.
[14472] span, center=(968,654), inner_text=Low
Reasoning for action: I clicked on the 'High' risk tolerance radio button because this is the selection that fulfills the user's request for investment strategies that correspond to a high-risk profile. By selecting this option, I ensure that the subsequent submission will lead to relevant investment strategies being displayed for the user, thus making progress toward meeting the user's goal of exploring suitable investment strategies.
Action: click('14460') # Click on the 'High' risk tolerance option.
Change Description: The 'High' risk tolerance radio option was clicked, resulting in it becoming currently focused, but there was no change in the checked state of the radio buttons; the selected option remains unchecked.
Screenshot before:Screenshot after:---
Step 3:
Url (before/after):
https://double.finance/p/explore
https://double.finance/p/explore
Content (before/after):
RootWebArea Direct Indexing | Discover Direct Indexing, ETFs & Vehicles For You | Double Finance, focused, url='https://double.finance/p/explore'
dialog, modal=False
heading Your Risk Tolerance
paragraph
StaticText Your risk tolerance indicates how comfortable you are with the possibility of experiencing losses in exchange for potential gains. Adjusting this setting helps align your investment choices with your financial goals and comfort level.
Show more
LabelText
[14460] radio High See all strategies including those with more volatility (ups and downs) that may also result in potential high returns., center=(720,462), checked=, contenteditable=True, focused, type=radio
StaticText High
StaticText See all strategies including those with more volatility (ups and downs) that may also result in potential high returns.
LabelText
[14465] radio Medium See moderate-risk strategies that aim for a balance of growth and stability., center=(720,568), checked='false', contenteditable=True, type=radio
StaticText Medium
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[14470] radio Low See only conservative strategies., center=(720,654), checked='false', contenteditable=True, type=radio
StaticText Low
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[14468] span, center=(968,592), inner_text=See moderate-risk strategies that aim for a balance of growth and stability.
[14467] span, center=(968,568), inner_text=Medium
[14475] button Submit, center=(1182,768)
[14473] span, center=(968,678), inner_text=See only conservative strategies.
[14472] span, center=(968,654), inner_text=Low
RootWebArea Direct Indexing | Discover Direct Indexing, ETFs & Vehicles For You | Double Finance, focused, url='https://double.finance/p/explore'
banner
[9890] link, center=(118,32), url='https://double.finance/'
image
list
Show more
[9894] link Explore, center=(805,31), url='https://double.finance/p/explore'
[9896] link Pricing, center=(891,31), url='https://double.finance/pricing'
generic, hasPopup='menu'
StaticText Resources
[9898] image, center=(1042,33)
[9900] link Contact, center=(1113,31), url='https://double.finance/contact'
[9902] link Sign In, center=(1724,32), url='https://double.finance/login'
button Sign In
[9904] link Sign Up, center=(1816,32), url='https://double.finance/sign-up'
button Sign Up
[9921] textbox Search for a strategy, center=(738,107), contenteditable=True
paragraph
StaticText Risk Tolerance
image
[9925] span, center=(1550,107)
[9928] button High, center=(1621,107), type=button
[9929] button Medium, center=(1723,107), type=button
[9930] button Low, center=(1825,107), type=button
heading Categories
[9939] link Classic Diverse Direct Indexes, center=(171,256), url='https://double.finance/p/explore/direct-indexing'
[9940] link Risky Business, center=(434,256), url='https://double.finance/p/explore/higher-risk'
[9941] link Sector Specific, center=(697,256), url='https://double.finance/p/explore/sectors'
[9942] link Factor Specific, center=(960,256), url='https://double.finance/p/explore/factor-thesis'
[9943] link Smart Screens, center=(1223,256), url='https://double.finance/p/explore/smart-screens'
[9944] link Battle of the VCs, center=(1486,256), url='https://double.finance/p/explore/vc-indexing'
[9945] link Boglehead Portfolios, center=(1749,256), url='https://double.finance/p/explore/boglehead-indexing'
heading Classic Diverse Direct Indexes
image
[9951] span, center=(308,363)
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $15,000
[9964] span, center=(204,423), inner_text=$15,000
paragraph
StaticText SPY
[9970] span, center=(274,423), inner_text=SPY
[9978] link US Top 500, center=(209,475), url='https://double.finance/p/explore/3'
heading US Top 500
StaticText Growth
StaticText Balanced
StaticText Growth Income
[14477] paragraph, center=(209,588), inner_text=The textbook passive investment vehicle is generally considered to comprise of 500 of the largest stocks traded within the US. Double's take on this exposes a client to the US stock market in a diversified way without any expense ratio.
StaticText The textbook passive investment vehicle is generally considered to comprise of 500 of the largest stocks traded within the US. Double's take on this exposes a client to the US stock market in a diversified way without any expense ratio.
[10906] span, center=(1854,985), inner_text=Capital Preservation
[10831] span, center=(1579,985), inner_text=Maximum Growth
[10829] span, center=(1486,985), inner_text=Speculation
[10817] span, center=(1634,903), inner_text=ARKK
[10811] span, center=(1564,903), inner_text=$1,000
[10756] span, center=(1233,985), inner_text=Maximum Growth
[10754] span, center=(1140,985), inner_text=Speculation
[10740] span, center=(1218,903), inner_text=$1,000
[10685] span, center=(887,985), inner_text=Maximum Growth
[10683] span, center=(794,985), inner_text=Speculation
[10669] span, center=(872,903), inner_text=$1,000
[10614] span, center=(574,985), inner_text=Growth Income
[10612] span, center=(494,985), inner_text=Balanced
[10610] span, center=(436,985), inner_text=Growth
[10596] span, center=(546,903), inner_text=$1,000
[10541] span, center=(195,985), inner_text=Maximum Growth
[10539] span, center=(102,985), inner_text=Speculation
[10525] span, center=(180,903), inner_text=$1,000
[10512] span, center=(183,843)
[10418] span, center=(1850,747), inner_text=+10.42%
[10377] span, center=(1820,505), inner_text=Growth
[10352] svg, center=(1667,747)
[10339] span, center=(1500,747), inner_text=+14.11%
[10302] span, center=(1612,505), inner_text=Growth Income
[10300] span, center=(1532,505), inner_text=Balanced
[10298] span, center=(1474,505), inner_text=Growth
[10286] span, center=(1658,423), inner_text=IWB
[10280] span, center=(1589,423), inner_text=$33,000
[10273] svg, center=(1321,747)
[10260] span, center=(1158,747), inner_text=+10.67%
[10223] span, center=(1266,505), inner_text=Growth Income
[10221] span, center=(1186,505), inner_text=Balanced
[10219] span, center=(1128,505), inner_text=Growth
[10207] span, center=(1305,423), inner_text=RSP
[10201] span, center=(1239,423), inner_text=$2,800
[10194] svg, center=(975,747)
[10181] span, center=(812,747), inner_text=+10.47%
[10144] span, center=(920,505), inner_text=Growth Income
[10142] span, center=(840,505), inner_text=Balanced
[10140] span, center=(782,505), inner_text=Growth
[10128] span, center=(956,423), inner_text=VO
[10122] span, center=(893,423), inner_text=$3,500
[10115] svg, center=(629,747)
[10102] span, center=(466,747), inner_text=+16.36%
[10065] span, center=(574,505), inner_text=Growth Income
[10063] span, center=(494,505), inner_text=Balanced
[10061] span, center=(436,505), inner_text=Growth
[10049] span, center=(613,423), inner_text=OEF
[10043] span, center=(547,423), inner_text=$2,200
[10036] svg, center=(283,747)
[10023] span, center=(118,747), inner_text=+14.31%
[9986] span, center=(228,505), inner_text=Growth Income
[9984] span, center=(148,505), inner_text=Balanced
[9982] span, center=(90,505), inner_text=Growth
[9992] paragraph, center=(136,654), inner_text=Top Sector
StaticText Top Sector
[9993] paragraph, center=(136,674), inner_text=Information Technology
StaticText Information Technology
[9995] paragraph, center=(308,654), inner_text=Top Holdings
StaticText Top Holdings
[9999] image Apple Inc logo, center=(275,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
[10002] image NVIDIA Corp logo, center=(293,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
[10005] image Microsoft Corporation logo, center=(311,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
[10008] image Amazon.com Inc. logo, center=(329,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
[10011] image Meta Platforms Inc - Ordinary Shares - Class A logo, center=(347,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
[10016] paragraph, center=(93,727), inner_text=Return
StaticText Return
[10018] image, center=(121,727)
[10020] image, center=(82,747)
StaticText +14.31%
[10026] paragraph, center=(201,727), inner_text=Expense Ratio
StaticText Expense Ratio
[10028] image, center=(252,727)
[10029] paragraph, center=(209,747), inner_text=0.00%
StaticText 0.00
StaticText %
[10032] paragraph, center=(302,727), inner_text=Holdings
StaticText Holdings
[10034] image, center=(337,727)
paragraph
StaticText 502
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $2,200
paragraph
StaticText OEF
[10057] link US 100, center=(555,475), url='https://double.finance/p/explore/4'
heading US 100
StaticText Growth
StaticText Balanced
StaticText Growth Income
[14478] paragraph, center=(555,572), inner_text=This strategy offers a convenient way to access the largest 100 large-cap stocks across various sectors within the U.S. market.
StaticText This strategy offers a convenient way to access the largest 100 large-cap stocks across various sectors within the U.S. market.
[10071] paragraph, center=(482,654), inner_text=Top Sector
StaticText Top Sector
[10072] paragraph, center=(482,674), inner_text=Information Technology
StaticText Information Technology
[10074] paragraph, center=(654,654), inner_text=Top Holdings
StaticText Top Holdings
[10078] image Apple Inc logo, center=(621,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
[10081] image NVIDIA Corp logo, center=(639,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
[10084] image Microsoft Corporation logo, center=(657,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
[10087] image Amazon.com Inc. logo, center=(675,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
[10090] image Meta Platforms Inc - Ordinary Shares - Class A logo, center=(693,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
[10095] paragraph, center=(439,727), inner_text=Return
StaticText Return
[10097] image, center=(467,727)
[10099] image, center=(428,747)
StaticText +16.36%
[10105] paragraph, center=(549,727), inner_text=Expense Ratio
StaticText Expense Ratio
[10107] image, center=(600,727)
[10108] paragraph, center=(557,747), inner_text=0.00%
StaticText 0.00
StaticText %
[10111] paragraph, center=(648,727), inner_text=Holdings
StaticText Holdings
[10113] image, center=(683,727)
paragraph
StaticText 101
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $3,500
paragraph
StaticText VO
[10136] link USA Mid-Cap Companies, center=(901,475), url='https://double.finance/p/explore/66'
heading USA Mid-Cap Companies
StaticText Growth
StaticText Balanced
StaticText Growth Income
[14479] paragraph, center=(901,588), inner_text=Targeting mid-sized U.S. companies, striking a balance between growth potential and stability. Investing in sectors like industrials, technology, consumer goods, and healthcare, it offers exposure to companies with established market positions and growth opportunities.
StaticText Targeting mid-sized U.S. companies, striking a balance between growth potential and stability. Investing in sectors like industrials, technology, consumer goods, and healthcare, it offers exposure to companies with established market positions and growth opportunities.
[10150] paragraph, center=(790,654), inner_text=Top Sector
StaticText Top Sector
[10151] paragraph, center=(790,674), inner_text=Industrials
StaticText Industrials
[10153] paragraph, center=(1000,654), inner_text=Top Holdings
StaticText Top Holdings
[10157] image Palantir Technologies Inc - Ordinary Shares - Class A logo, center=(967,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PLTR.png&w=96&q=75'
[10160] image Amphenol Corp. - Ordinary Shares - Class A logo, center=(985,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_APH.png&w=96&q=75'
[10163] image Constellation Energy Corporation logo, center=(1003,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CEG.png&w=96&q=75'
[10166] image Motorola Solutions Inc logo, center=(1021,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSI.png&w=96&q=75'
[10169] image Welltower Inc. logo, center=(1039,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WELL.png&w=96&q=75'
[10174] paragraph, center=(785,727), inner_text=Return
StaticText Return
[10176] image, center=(813,727)
[10178] image, center=(774,747)
StaticText +10.47%
[10184] paragraph, center=(894,727), inner_text=Expense Ratio
StaticText Expense Ratio
[10186] image, center=(946,727)
[10187] paragraph, center=(902,747), inner_text=0.00%
StaticText 0.00
StaticText %
[10190] paragraph, center=(994,727), inner_text=Holdings
StaticText Holdings
[10192] image, center=(1029,727)
paragraph
StaticText 310
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $2,800
paragraph
StaticText RSP
[10215] link Equal Weighted US Top 500, center=(1247,475), url='https://double.finance/p/explore/35'
heading Equal Weighted US Top 500
StaticText Growth
StaticText Balanced
StaticText Growth Income
[14480] paragraph, center=(1247,588), inner_text=This index provides equal-weight exposure to the top 500 companies in the US, offering a unique approach compared to traditional market-cap weighted indexes. With an aim to reduce concentration risk by allocating equal amounts to each constituent, it potentially benefits from smaller companies' outperformance.
StaticText This index provides equal-weight exposure to the top 500 companies in the US, offering a unique approach compared to traditional market-cap weighted indexes. With an aim to reduce concentration risk by allocating equal amounts to each constituent, it potentially benefits from smaller companies' outperformance.
[10229] paragraph, center=(1136,654), inner_text=Top Sector
StaticText Top Sector
[10230] paragraph, center=(1136,674), inner_text=Industrials
StaticText Industrials
[10232] paragraph, center=(1346,654), inner_text=Top Holdings
StaticText Top Holdings
[10236] image Broadcom Inc logo, center=(1313,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
[10239] image Darden Restaurants, Inc. logo, center=(1331,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DRI.png&w=96&q=75'
[10242] image Jabil Inc logo, center=(1349,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JBL.png&w=96&q=75'
[10245] image Palantir Technologies Inc - Ordinary Shares - Class A logo, center=(1367,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PLTR.png&w=96&q=75'
[10248] image Vistra Corp logo, center=(1385,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_VST.png&w=96&q=75'
[10253] paragraph, center=(1131,727), inner_text=Return
StaticText Return
[10255] image, center=(1159,727)
[10257] image, center=(1120,747)
StaticText +10.67%
[10263] paragraph, center=(1241,727), inner_text=Expense Ratio
StaticText Expense Ratio
[10265] image, center=(1292,727)
[10266] paragraph, center=(1249,747), inner_text=0.00%
StaticText 0.00
StaticText %
[10269] paragraph, center=(1340,727), inner_text=Holdings
StaticText Holdings
[10271] image, center=(1375,727)
paragraph
StaticText 502
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $33,000
paragraph
StaticText IWB
[10294] link US 1000, center=(1593,475), url='https://double.finance/p/explore/348'
heading US 1000
StaticText Growth
StaticText Balanced
StaticText Growth Income
[14481] paragraph, center=(1593,588), inner_text=This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.
StaticText This strategy tracks a market-cap-weighted index of the 1000-largest US companies. It offers broad exposure to the US equity market, encompassing a diverse range of sectors and industries. By investing in this fund, you gain access to the performance of large and well-established companies within the US economy.
[10308] paragraph, center=(1520,654), inner_text=Top Sector
StaticText Top Sector
[10309] paragraph, center=(1520,674), inner_text=Information Technology
StaticText Information Technology
[10311] paragraph, center=(1692,654), inner_text=Top Holdings
StaticText Top Holdings
[10315] image Apple Inc logo, center=(1659,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
[10318] image NVIDIA Corp logo, center=(1677,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
[10321] image Microsoft Corporation logo, center=(1695,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
[10324] image Amazon.com Inc. logo, center=(1713,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
[10327] image Meta Platforms Inc - Ordinary Shares - Class A logo, center=(1731,676), url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
[10332] paragraph, center=(1477,727), inner_text=Return
StaticText Return
[10334] image, center=(1505,727)
[10336] image, center=(1466,747)
StaticText +14.11%
[10342] paragraph, center=(1583,727), inner_text=Expense Ratio
StaticText Expense Ratio
[10344] image, center=(1634,727)
[10345] paragraph, center=(1591,747), inner_text=0.00%
StaticText 0.00
StaticText %
[10348] paragraph, center=(1686,727), inner_text=Holdings
StaticText Holdings
[10350] image, center=(1721,727)
paragraph
StaticText 992
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $5,100
paragraph
StaticText IJH
link US Mid Cap, url='https://double.finance/p/explore/352'
heading US Mid Cap
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This strategy tracks a market-cap-weighted index of mid-cap US companies. This strategy offers targeted exposure to the growth potential of mid-sized businesses within the US market. With a diversified portfolio of holdings, it provides investors with a comprehensive approach to capturing the mid-cap segment's performance.
[10387] paragraph, center=(1828,654), inner_text=Top Sector
StaticText Top Sector
[10388] paragraph, center=(1828,674), inner_text=Industrials
StaticText Industrials
paragraph
StaticText Top Holdings
image Williams-Sonoma, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WSM.png&w=96&q=75'
image Emcor Group, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_EME.png&w=96&q=75'
image Expand Energy Corp. - Ordinary Shares - New logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CHK.png&w=96&q=75'
image Illumina Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ILMN.png&w=96&q=75'
image Interactive Brokers Group Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_IBKR.png&w=96&q=75'
[10411] paragraph, center=(1823,727), inner_text=Return
StaticText Return
[10413] image, center=(1851,727)
[10415] image, center=(1812,747)
StaticText +10.42%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 399
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $8,600
paragraph
StaticText IJR
link US Small Cap, url='https://double.finance/p/explore/354'
heading US Small Cap
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy tracks a market-cap-weighted index of primarily small-cap US stocks, representing a small portion of the total market. This strategy focuses on the growth potential of smaller companies, offering investors targeted exposure to this dynamic segment of the US equity market. With a diversified portfolio of holdings it provides a broad approach to small-cap investing.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Glaukos Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GKOS.png&w=96&q=75'
image Bath & Body Works Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BBWI.png&w=96&q=75'
image Alaska Air Group Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ALK.png&w=96&q=75'
image ATI Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ATI.png&w=96&q=75'
image VF Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_VFC.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +8.94%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 589
heading Risky Business
image
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
[10535] link Equal MAMAA, center=(209,955), url='https://double.finance/p/explore/50'
heading Equal MAMAA
StaticText Speculation
StaticText Maximum Growth
[14486] paragraph, center=(209,1068), inner_text=First, it was FAANG, then names changed, and one got dropped; now, we have the familiar faces of Meta, Amazon, Microsoft, Apple, and Alphabet forming this equally weighted MAMAA collection. They are the best of the best. These tech innovators have been doing it for quite some time and don't appear to be going anywhere.
StaticText First, it was FAANG, then names changed, and one got dropped; now, we have the familiar faces of Meta, Amazon, Microsoft, Apple, and Alphabet forming this equally weighted MAMAA collection. They are the best of the best. These tech innovators have been doing it for quite some time and don't appear to be going anywhere.
paragraph
StaticText Top Sector
paragraph
StaticText Communication Services
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Alphabet Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GOOGL.png&w=96&q=75'
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +24.35%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 5
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $1,000
[10606] link Large Market Beaters, center=(555,955), url='https://double.finance/p/explore/70'
heading Large Market Beaters
StaticText Growth
StaticText Balanced
StaticText Growth Income
[14487] paragraph, center=(555,1068), inner_text=Beating the market. That's what so many money managers aim to do, but it's much easier said than done. Over the past year, this collection has achieved that goal. They are the winners, and it wasn't due to small numbers. They are both the largest companies in the stock market (>$200Bn Market Cap) and, at that size, the only companies to outperform SPYs long term average return by 2x (20%)
StaticText Beating the market. That's what so many money managers aim to do, but it's much easier said than done. Over the past year, this collection has achieved that goal. They are the winners, and it wasn't due to small numbers. They are both the largest companies in the stock market (>$200Bn Market Cap) and, at that size, the only companies to outperform SPYs long term average return by 2x (20%)
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Wells Fargo & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WFC.png&w=96&q=75'
image T-Mobile US Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TMUS.png&w=96&q=75'
image Salesforce Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CRM.png&w=96&q=75'
image American Express Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AXP.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +29.05%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 25
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
[10679] link Contrarian Picks, center=(901,955), url='https://double.finance/p/explore/76'
heading Contrarian Picks
StaticText Speculation
StaticText Maximum Growth
[14488] paragraph, center=(901,1068), inner_text=You better have a strong stomach if this portfolio interests you; it certainly isn't for the faint of heart. These are smaller companies that aren't being traded very heavily and while they may be cheap (PE <15), they have a lackluster TTM performance to show for it (<0%). Are they stocks to avoid or a list of potential hidden gems?
StaticText You better have a strong stomach if this portfolio interests you; it certainly isn't for the faint of heart. These are smaller companies that aren't being traded very heavily and while they may be cheap (PE <15), they have a lackluster TTM performance to show for it (<0%). Are they stocks to avoid or a list of potential hidden gems?
paragraph
StaticText Top Sector
paragraph
StaticText Consumer Discretionary
paragraph
StaticText Top Holdings
image Rocky Brands, Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_RCKY.png&w=96&q=75'
image Smart Powerr Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CREG.png&w=96&q=75'
image SoundThinking Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SSTI.png&w=96&q=75'
image Urban One Inc - Ordinary Shares - Class D logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_UONEK.png&w=96&q=75'
image CPS Technologies Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CPSH.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText -3.81%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 53
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
[10750] link High Performance Small Cap, center=(1247,955), url='https://double.finance/p/explore/71'
heading High Performance Small Cap
StaticText Speculation
StaticText Maximum Growth
[14489] paragraph, center=(1247,1068), inner_text=Who doesn't love an underdog story? These may be small-cap stocks (<$1B in Market Cap), but they have packed in a mighty performance in the past year (>90% return). Another benefit of their small size is that there should still be plenty of room for them to continue growing.
StaticText Who doesn't love an underdog story? These may be small-cap stocks (<$1B in Market Cap), but they have packed in a mighty performance in the past year (>90% return). Another benefit of their small size is that there should still be plenty of room for them to continue growing.
paragraph
StaticText Top Sector
paragraph
StaticText Health Care
paragraph
StaticText Top Holdings
image Allot Ltd logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ALLT.png&w=96&q=75'
image Dynagas LNG Partners LP - Unit logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DLNG.png&w=96&q=75'
image Oxbridge Re Holdings Ltd logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OXBR.png&w=96&q=75'
image ClearPoint Neuro Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CLPT.png&w=96&q=75'
image Graham Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GHM.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +33.93%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 52
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
paragraph
StaticText ARKK
[10825] link Innovation Fund, center=(1593,955), url='https://double.finance/p/explore/150'
heading Innovation Fund
StaticText Speculation
StaticText Maximum Growth
[14490] paragraph, center=(1593,1060), inner_text=This strategy follows the ARKK fund (ticker ARKK) which was designed to seek long term capital from companies globally involved with, or that benefit from, disruptive innovation.
StaticText This strategy follows the ARKK fund (ticker ARKK) which was designed to seek long term capital from companies globally involved with, or that benefit from, disruptive innovation.
paragraph
StaticText Top Sector
paragraph
StaticText Health Care
paragraph
StaticText Top Holdings
image Tesla Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TSLA.png&w=96&q=75'
image Roku Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ROKU.png&w=96&q=75'
image Coinbase Global Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_COIN.png&w=96&q=75'
image Roblox Corporation - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_RBLX.png&w=96&q=75'
image Palantir Technologies Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PLTR.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +3.78%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 31
paragraph
StaticText Low
StaticText risk
paragraph
image
StaticText $3,000
paragraph
StaticText KRUZ
link Republican Trading, url='https://double.finance/p/explore/246'
heading Republican Trading
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText This strategy seeks to broadly invest in stocks purchased or sold by Republican members of the US Congress and their families.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Comfort Systems USA, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_FIX.png&w=96&q=75'
image Simon Property Group, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SPG.png&w=96&q=75'
image AT&T, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_T.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.11%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 157
paragraph
StaticText Low
StaticText risk
paragraph
image
StaticText $5,000
paragraph
StaticText NANC
link Democratic Trading, url='https://double.finance/p/explore/247'
heading Democratic Trading
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText This strategy seeks to broadly invest in stocks purchased or sold by Democratic members of the US Congress and their families.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Salesforce Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CRM.png&w=96&q=75'
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +9.98%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 166
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
link HedgeFundie's Excellent Adventure, url='https://double.finance/p/explore/110'
heading HedgeFundie's Excellent Adventure
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Famously posted on the
link Bogleheads forum in 2019, url='https://www.bogleheads.org/forum/viewtopic.php?t=272007'
StaticText , this risky strategy combining 3x leveraged etfs exposed to SPY and 20 year treasuries. It's only appropriate for users with very high risk tolerances and incurs relatively high ETF expense ratios
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image ProShares Trust - ProShares UltraPro S&P 500 ETF 3x Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9112114111115104971141011156.png&w=96&q=75'
image Direxion Shares ETF Trust - Direxion Daily 20+ Year Treasury Bull 3X Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F91001051141011201051111106.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText -1.16%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.97
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 2
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
link Leveraged Tech, url='https://double.finance/p/explore/16'
heading Leveraged Tech
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy allocates 70% to ProShares Ultra QQQ (QLD) for its 2x leveraged exposure to the Nasdaq-100. The additional leverage is a super-bullish bet on continued tech sector growth and innovation. The 30% Invesco QQQ (QQQ) provides core exposure to the tech sector while mitigating some of the risks associated with leveraged instruments.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image ProShares Trust - ProShares Ultra QQQ 2x Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9112114111115104971141011156.png&w=96&q=75'
image Invesco Capital Management LLC - Invesco QQQ Trust Series 1 logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105110118101115991116.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +25.77%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.72
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 2
heading Sector Specific
image
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
paragraph
StaticText SMH
link Semiconductors Index, url='https://double.finance/p/explore/86'
heading Semiconductors Index
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This index tracks a market-cap-weighted index of 25 of the largest US-listed semiconductors companies.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Taiwan Semiconductor Manufacturing - ADR logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TSM.png&w=96&q=75'
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
image ASML Holding NV - New York Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ASML.png&w=96&q=75'
image Advanced Micro Devices Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMD.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +29.73%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 25
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $2,200
paragraph
StaticText QQQ
link Tech 100, url='https://double.finance/p/explore/26'
heading Tech 100
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This index is closely related to the Nasdaq-100 Index, comprising major tech and growth-oriented companies. It aims to capture the tech sector's long-term growth prospects through exposure to the innovative and leading tech companies listed on the Nasdaq exchange.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +20.08%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 101
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $7,800
paragraph
StaticText VGT
link Information Technology Sector, url='https://double.finance/p/explore/65'
heading Information Technology Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy concentrates on the technology sector, including companies involved in software, hardware, IT services, and semiconductor industries. It captures the growth potential of tech companies driving innovation and digital transformation, appealing to investors seeking exposure to this dynamic sector.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
image Salesforce Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CRM.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +21.83%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 288
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $14,000
paragraph
StaticText VFH
link Financial Sector, url='https://double.finance/p/explore/63'
heading Financial Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Double's Financial Sector Strategy invests in financial sector companies, including banks, insurance companies, and financial services firms. Providing exposure to the financial industry's performance, it plays a crucial role in diversified portfolios.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image Berkshire Hathaway Inc. - Ordinary Shares - Class B logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BRK.B.png&w=96&q=75'
image Mastercard Incorporated - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MA.png&w=96&q=75'
image Visa Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_V.png&w=96&q=75'
image Bank Of America Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BAC.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +12.17%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 371
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $9,300
paragraph
StaticText VCR
link Consumer Discretionary Sector, url='https://double.finance/p/explore/59'
heading Consumer Discretionary Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy focuses on consumer discretionary companies, including retail, automotive, leisure, and entertainment firms. Reflecting consumer spending trends and economic conditions, it's sensitive to changes in consumer sentiment and economic growth.
paragraph
StaticText Top Sector
paragraph
StaticText Consumer Discretionary
paragraph
StaticText Top Holdings
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Tesla Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TSLA.png&w=96&q=75'
image Home Depot, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_HD.png&w=96&q=75'
image McDonald`s Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MCD.png&w=96&q=75'
image Booking Holdings Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BKNG.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +16.49%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 273
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $2,600
paragraph
StaticText VAW
link Materials Sector, url='https://double.finance/p/explore/58'
heading Materials Sector
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This Strategy invests in materials sector companies, including chemicals, construction materials, metals, and mining firms. Providing exposure to global infrastructure development and manufacturing activities, it's positioned to benefit from economic growth and industrial demand.
paragraph
StaticText Top Sector
paragraph
StaticText Materials
paragraph
StaticText Top Holdings
image Linde Plc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_LIN.png&w=96&q=75'
image Sherwin-Williams Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SHW.png&w=96&q=75'
image Air Products & Chemicals Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_APD.png&w=96&q=75'
image CRH Plc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CRH.png&w=96&q=75'
image Ecolab, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ECL.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +9.67%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 110
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $3,400
paragraph
StaticText VOX
link Communication Services, url='https://double.finance/p/explore/60'
heading Communication Services
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy tracks the communication services sector, including companies involved in telecommunications, media, and internet services. Capturing trends in digital communication, entertainment, and connectivity, it reflects the evolving landscape of communication technologies.
paragraph
StaticText Top Sector
paragraph
StaticText Communication Services
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Alphabet Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GOOGL.png&w=96&q=75'
image Alphabet Inc - Ordinary Shares - Class C logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GOOG.png&w=96&q=75'
image Netflix Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NFLX.png&w=96&q=75'
image Walt Disney Co (The) logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DIS.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +11.38%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 108
paragraph
StaticText Low
StaticText risk
paragraph
image
StaticText $3,300
paragraph
StaticText VDC
link Consumer Staples Sector, url='https://double.finance/p/explore/61'
heading Consumer Staples Sector
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText This strategy focuses on consumer staples companies, including food, beverage, household products, and retail firms. Offering stability and defensive characteristics, it's often less sensitive to economic cycles.
paragraph
StaticText Top Sector
paragraph
StaticText Consumer Staples
paragraph
StaticText Top Holdings
image Costco Wholesale Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_COST.png&w=96&q=75'
image Walmart Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WMT.png&w=96&q=75'
image Procter & Gamble Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PG.png&w=96&q=75'
image Coca-Cola Co logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_KO.png&w=96&q=75'
image Philip Morris International Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PM.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +8.56%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 100
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $14,000
paragraph
StaticText VHT
link Health Care Sector, url='https://double.finance/p/explore/64'
heading Health Care Sector
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This Strategy focuses on healthcare companies, including pharmaceuticals, biotechnology, healthcare providers, and medical equipment firms. Offering exposure to a sector driven by demographic trends and ongoing medical advancements, it's a strategic choice for investors considering healthcare's long-term growth potential.
paragraph
StaticText Top Sector
paragraph
StaticText Health Care
paragraph
StaticText Top Holdings
image Lilly(Eli) & Co logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_LLY.png&w=96&q=75'
image Unitedhealth Group Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_UNH.png&w=96&q=75'
image Abbvie Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ABBV.png&w=96&q=75'
image Johnson & Johnson logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JNJ.png&w=96&q=75'
image Merck & Co Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MRK.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +7.67%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 335
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $3,300
paragraph
StaticText VDE
link Energy Sector, url='https://double.finance/p/explore/62'
heading Energy Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This Strategy concentrate on the energy sector, including oil, gas, and renewable energy firms. Offering exposure to the global energy market, it can be influenced by factors such as oil prices, geopolitical events, and environmental policies.
paragraph
StaticText Top Sector
paragraph
StaticText Energy
paragraph
StaticText Top Holdings
image Exxon Mobil Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_XOM.png&w=96&q=75'
image Chevron Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CVX.png&w=96&q=75'
image Conoco Phillips logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_COP.png&w=96&q=75'
image EOG Resources, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_EOG.png&w=96&q=75'
image Williams Cos Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WMB.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +13.67%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 104
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $3,700
paragraph
StaticText VNQ
link Real Estate Sector, url='https://double.finance/p/explore/209'
heading Real Estate Sector
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This ETF follower concentrates primarily on real estate equity and is market-cap weighted for companies involved in the ownership and operation of real estate in the United States.
paragraph
StaticText Top Sector
paragraph
StaticText Real Estate
paragraph
StaticText Top Holdings
image Prologis Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PLD.png&w=96&q=75'
image Equinix Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_EQIX.png&w=96&q=75'
image American Tower Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMT.png&w=96&q=75'
image Welltower Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WELL.png&w=96&q=75'
image Digital Realty Trust Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DLR.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +3.15%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 153
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
paragraph
StaticText WCLD
link Cloud Computing, url='https://double.finance/p/explore/245'
heading Cloud Computing
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText This strategy tracks US companies primarily focused on cloud software and services. Stocks are equal weighted in the index.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Twilio Inc - Ordinary Shares Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TWLO.png&w=96&q=75'
image BILL Holdings Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BILL.png&w=96&q=75'
image DocuSign Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DOCU.png&w=96&q=75'
image Atlassian Corporation - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TEAM.png&w=96&q=75'
image AvePoint Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVPT.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +9.90%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 63
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,700
paragraph
StaticText XLF
link Select US Financial Sector, url='https://double.finance/p/explore/373'
heading Select US Financial Sector
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Tracking select top holdings in US financial sector focusing on the top performers.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Berkshire Hathaway Inc. - Ordinary Shares - Class B logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BRK.B.png&w=96&q=75'
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image Visa Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_V.png&w=96&q=75'
image Mastercard Incorporated - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MA.png&w=96&q=75'
image Bank Of America Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BAC.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +11.81%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 73
heading Factor Specific
image
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $1,400
paragraph
StaticText DYNF
link U.S. Equity Factor Rotation, url='https://double.finance/p/explore/134'
heading U.S. Equity Factor Rotation
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText Optimizes returns by rotating investments across five historically successful styles: quality, value, size, minimum volatility, and momentum. By shifting focus among these factors based on forward-looking insights, this index capitalizes on market opportunities and provides a diversified approach to enhancing returns. This strategy offers a flexible and adaptive way to navigate changing markets, combining multiple styles in a single portfolio to maximize returns while managing risk.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +15.98%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 82
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $5,500
paragraph
StaticText VUG
link Growth Stocks, url='https://double.finance/p/explore/68'
heading Growth Stocks
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText Growth Stocks focuses on companies with strong growth prospects, often found in sectors driving innovation and technological advancement. This ETF invests in companies demonstrating robust revenue and earnings growth, including technology giants, healthcare innovators, and consumer discretionary leaders.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image Amazon.com Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMZN.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +18.30%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 181
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $6,600
paragraph
StaticText VTV
link Value Stocks, url='https://double.finance/p/explore/67'
heading Value Stocks
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This Strategy targets undervalued stocks in the U.S. market, emphasizing companies with solid fundamentals and potential for long-term growth. Emphasizing sectors such as healthcare, financials, industrials, and consumer goods, it seeks opportunities where market prices may not fully reflect underlying value metrics like earnings and book value.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image Berkshire Hathaway Inc. - Ordinary Shares - Class B logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BRK.B.png&w=96&q=75'
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
image Exxon Mobil Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_XOM.png&w=96&q=75'
image Unitedhealth Group Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_UNH.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.46%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 331
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $2,700
paragraph
StaticText MTUM
link U.S. Momentum Factor, url='https://double.finance/p/explore/124'
heading U.S. Momentum Factor
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText Tracks an index of large- and mid-cap US equities, selected and weighted based on historical price appreciation and low volatility. Focus is on stocks with strong 6- and 12-month price performance, while also considering volatility over the past 3 years. This approach aims to capture momentum while managing risk, providing a unique investment strategy for those seeking growth potential.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Broadcom Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AVGO.png&w=96&q=75'
image JPMorgan Chase & Co. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JPM.png&w=96&q=75'
image Walmart Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WMT.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Costco Wholesale Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_COST.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +13.42%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 123
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $1,000
link Mid & Large Cap Dividend Yield, url='https://double.finance/p/explore/139'
heading Mid & Large Cap Dividend Yield
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText These mid and large cap companies all have above a 3% dividend yield and are equally weighted.
paragraph
StaticText Top Sector
paragraph
StaticText Utilities
paragraph
StaticText Top Holdings
image PNC Financial Services Group Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PNC.png&w=96&q=75'
image Chevron Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CVX.png&w=96&q=75'
image PPL Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PPL.png&w=96&q=75'
image Prudential Financial Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PRU.png&w=96&q=75'
image Target Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TGT.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.51%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 95
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $3,100
paragraph
StaticText QUAL
link USA Quality Factor, url='https://double.finance/p/explore/356'
heading USA Quality Factor
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This strategy invests in US large- and mid-cap stocks with a focus on financial quality. Companies are selected and weighted based on their return on equity, earnings growth stability, and financial leverage, emphasizing strong fundamentals. This approach offers investors exposure to companies with proven profitability and sound financial health.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Apple Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AAPL.png&w=96&q=75'
image Microsoft Corporation logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSFT.png&w=96&q=75'
image NVIDIA Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVDA.png&w=96&q=75'
image Visa Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_V.png&w=96&q=75'
image Mastercard Incorporated - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MA.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +13.82%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 124
paragraph
StaticText risk
paragraph
image
StaticText $1,700
paragraph
StaticText MGK
link Mega Cap Growth Stocks, url='https://double.finance/p/explore/645'
heading Mega Cap Growth Stocks
paragraph
StaticText Mega Cap Growth Stocks focuses on companies with strong growth prospects, often found in sectors driving innovation and technological advancement. This ETF following strategy invests in mega cap companies demonstrating robust revenue and earnings growth, including technology giants, healthcare innovators, and consumer discretionary leaders.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
image
paragraph
StaticText 71
heading Smart Screens
image
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,200
link Growth at a Fair Price, url='https://double.finance/p/explore/136'
heading Growth at a Fair Price
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText These stocks above $1B in Market Cap are modestly valued (PE below 15) but are in the top 20% of stocks for revenue growth over the past 5 years. We weight them by market cap.
paragraph
StaticText Top Sector
paragraph
StaticText Health Care
paragraph
StaticText Top Holdings
image HubSpot Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_HUBS.png&w=96&q=75'
image Lemonade Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_LMND.png&w=96&q=75'
image Flutter Entertainment Plc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_FLUT.png&w=96&q=75'
image Armada Hoffler Properties Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AHH.png&w=96&q=75'
image First Citizens Bancshares, Inc (NC) - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_FCNCA.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +23.94%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 235
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $1,000
link The Top 20% Club, url='https://double.finance/p/explore/138'
heading The Top 20% Club
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText This group of select stocks has achieved top 20% ratings in 1 year Revenue Growth, Free Cash Flow Per Share and 5 Year Return on Invested Capital. This select group of stocks is equally weighted to prevent any mega caps from dominating this Strategy.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image F&G Annuities & Life Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_FG.png&w=96&q=75'
image Mesabi Trust logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MSB.png&w=96&q=75'
image Jackson Financial Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_JXN.png&w=96&q=75'
image Wingstop Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WING.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +31.81%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 22
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
link Dividend Kings with Cash, url='https://double.finance/p/explore/137'
heading Dividend Kings with Cash
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText These stocks have a strong dividend yield 5% yearly, and also are in the top 40% of all stocks with regards to cash on hand, meaning they have a strong balance sheet to finance those future dividend payments. We weight these stocks equally.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Newell Brands Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NWL.png&w=96&q=75'
image Whirlpool Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_WHR.png&w=96&q=75'
image MPLX LP - Unit logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_MPLX.png&w=96&q=75'
image Icahn Enterprises L P - Unit logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_IEP.png&w=96&q=75'
image Two Harbors Investment Corp logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_TWO.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.72%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 71
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
link Growing Small Caps, url='https://double.finance/p/explore/154'
heading Growing Small Caps
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText These small cap companies ($250M to $2B) are growing Revenue and Earnings at a nice clip. Equally weighted.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Consolidated Water Co. Ltd. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CWCO.png&w=96&q=75'
image EyePoint Pharmaceuticals Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_EYPT.png&w=96&q=75'
image Accolade Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ACCD.png&w=96&q=75'
image Aurinia Pharmaceuticals Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AUPH.png&w=96&q=75'
image Graham Corp. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_GHM.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +18.28%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 80
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $1,900
link Highly Efficient & Growing, url='https://double.finance/p/explore/357'
heading Highly Efficient & Growing
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText These stocks are highly efficient, with a Return on Invested Capital > 20%, while also growing earnings > 20% over the last 3 years. We exclude any stock with market cap above $1T, and weight the rest by Market Cap.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Novo Nordisk - ADR logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_NVO.png&w=96&q=75'
image ASML Holding NV - New York Shares logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ASML.png&w=96&q=75'
image Booking Holdings Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_BKNG.png&w=96&q=75'
image Arista Networks Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_ANET.png&w=96&q=75'
image Regeneron Pharmaceuticals, Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_REGN.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +19.43%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 71
heading Battle of the VCs
image
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
link Founder Mode, url='https://double.finance/p/explore/175'
heading Founder Mode
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Stocks only get included in this basket, if the companies founders are still actively involved in the company. We equally weight them. Paul Graham talks a bit about
link Founder Mode, url='https://paulgraham.com/foundermode.html'
StaticText in a recent 2024 essay.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image American Homes 4 Rent - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMH.png&w=96&q=75'
image Skechers U S A, Inc. - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SKX.png&w=96&q=75'
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Zillow Group Inc - Ordinary Shares - Class C logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_Z.png&w=96&q=75'
image Procore Technologies Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PCOR.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +22.20%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 92
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
link YC Public Companies, url='https://double.finance/p/explore/140'
heading YC Public Companies
StaticText Speculation
StaticText Maximum Growth
paragraph
StaticText Like Double, all of these companies have been backed by
link YCombinator, url='https://www.ycombinator.com/'
StaticText . YC is the worlds most successful startup incubator started by Paul Graham, Jessica Livingston, Robert Morris and Trevor Blackwell in 2005.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image Reddit Inc. - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_RDDT.png&w=96&q=75'
image Dropbox Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_DBX.png&w=96&q=75'
image Amplitude Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AMPL.png&w=96&q=75'
image Maplebear Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CART.png&w=96&q=75'
image Pagerduty Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PD.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +14.62%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 10
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
link Sequoia Capital Investments, url='https://double.finance/p/explore/141'
heading Sequoia Capital Investments
StaticText Speculation
StaticText Maximum Growth
paragraph
link Sequoia Capital, url='https://www.sequoiacap.com/'
StaticText is considered by many to be the worlds best venture capital firm. This Strategy comprises of all the eligible stocks that they've invested in. We've equally weighted the strategy.
paragraph
StaticText Top Sector
paragraph
StaticText Information Technology
paragraph
StaticText Top Holdings
image HubSpot Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_HUBS.png&w=96&q=75'
image Unity Software Inc logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_U.png&w=96&q=75'
image Reddit Inc. - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_RDDT.png&w=96&q=75'
image Okta Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OKTA.png&w=96&q=75'
image Confluent Inc - Ordinary Shares Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CFLT.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +16.32%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 33
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
link a16z Investments, url='https://double.finance/p/explore/149'
heading a16z Investments
StaticText Speculation
StaticText Maximum Growth
paragraph
link Andreessen Horowitz, url='https://a16z.com/'
StaticText , known as a16z, is a venture capital firm started by Mark Andreessen and Ben Horowitz. It is the largest VC firm measure by assets under management with $42B as of late 2024.
paragraph
StaticText Top Sector
paragraph
StaticText Communication Services
paragraph
StaticText Top Holdings
image Meta Platforms Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_META.png&w=96&q=75'
image Okta Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OKTA.png&w=96&q=75'
image Lyft Inc - Ordinary Shares Cls A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_LYFT.png&w=96&q=75'
image Pinterest Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_PINS.png&w=96&q=75'
image Maplebear Inc. logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_CART.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +14.68%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 10
paragraph
StaticText High
StaticText risk
paragraph
image
StaticText $1,000
link Khosla Ventures, url='https://double.finance/p/explore/155'
heading Khosla Ventures
StaticText Speculation
StaticText Maximum Growth
paragraph
link Khosla Ventures, url='https://www.khoslaventures.com/'
StaticText is an American venture capital firm founded by Vinod Khosla, focused on early-stage companies. Vinod co-founded Sun Microsystems.
paragraph
StaticText Top Sector
paragraph
StaticText Financials
paragraph
StaticText Top Holdings
image Okta Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OKTA.png&w=96&q=75'
image Oscar Health Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_OSCR.png&w=96&q=75'
image Affirm Holdings Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_AFRM.png&w=96&q=75'
image QuantumScape Corp - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_QS.png&w=96&q=75'
image Block Inc - Ordinary Shares - Class A logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fdouble-prod-company-logos.s3.amazonaws.com%2Fcompany_logo_SQ.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +16.13%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.00
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 13
heading Boglehead Portfolios
image
paragraph
StaticText Low
StaticText risk
paragraph
image
StaticText $1,000
link Diverse Bond Portfolio, url='https://double.finance/p/explore/198'
heading Diverse Bond Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText For investors seeking lower risk than equities and those nearing retirement, bonds offer a compelling investment option for the upcoming years. We've curated a diverse portfolio of six popular bond ETFs, carefully allocating 60% to short-term Treasuries, 30% to corporate bonds, 8% to floating-rate bonds, and 2% to long-term Treasuries.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F91159910411997986.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares Short Treasury Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares 0-5 Year High Yield Corporate Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares Broad USD High Yield Corporate Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9115112100114451159711010011253484845101116102451161146.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +2.48%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.13
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 6
paragraph
StaticText Low
StaticText risk
paragraph
image
StaticText $1,000
link Ray Dalio's All Weather, url='https://double.finance/p/explore/108'
heading Ray Dalio's All Weather
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText Ray Dalio is a legendary investor, and this Strategy is a simplified version of techniques he's used at his famous hedge fund Bridgewater Associates. It combines 5 asset classes using ETFs, with a 55% allocation to fixed income. It's appropriate for investors with a balance approach to risk and return. Learn more about it
link here, url='https://www.lazyportfolioetf.com/allocation/ray-dalio-all-weather/'
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image BlackRock Institutional Trust Company N.A. - iShares 20+ Year Treasury Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares 3-7 Year Treasury Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image DB Commodity Services LLC - Invesco DB Commodity Index Tracking Fund logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105110118101115991116.png&w=96&q=75'
image SPDR Gold Trust - SPDR Gold Shares ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9115112100114451159711010011253484845101116102451161146.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +3.29%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.19
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 5
paragraph
StaticText Low
StaticText risk
paragraph
image
StaticText $1,000
link The Coward's Portfolio, url='https://double.finance/p/explore/119'
heading The Coward's Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText William Bernstein created this portfolio and is the author of several books including
link The Intelligent Asset Allocator, url='https://www.amazon.com/dp/0071362363'
StaticText and
link The Four Pillars of Investing, url='https://www.amazon.com/dp/0071747052/'
StaticText . He introduced the Coward's Portfolio in 1996. The "coward" refers not to risk tolerance but to the strategy of hedging your bets and having slices of a number of asset classes.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Short-Term Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard FTSE Pacific ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +6.09%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.05
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 9
paragraph
StaticText Low
StaticText risk
paragraph
image
StaticText $1,000
link Armstrong's "Ideal Index", url='https://double.finance/p/explore/120'
heading Armstrong's "Ideal Index"
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText Frank Armstrong, author of
link The Informed Investor, url='https://www.amazon.com/dp/0814472508/'
StaticText , proposed this portfolio. Compared to other Boglehead portfolios, it contains a smaller allocation to bonds, and a much larger allocation to international stocks (in fact the equities, excluding REIT, are split 50/50 between domestic and international).
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Short-Term Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.65%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.06
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 7
paragraph
StaticText Low
StaticText risk
paragraph
image
StaticText $1,000
link David Swensen's Lazy Portfolio, url='https://double.finance/p/explore/121'
heading David Swensen's Lazy Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText David Swensen is CIO of Yale University and author of
link Unconventional Success, url='https://www.simonandschuster.com/books/Unconventional-Success/David-F-Swensen/9780743228381'
StaticText . His lazy portfolio uses low-cost, tax-efficient total market funds, a healthy dose of real estate, and
link inflation-protected securities (TIPS), url='https://www.bogleheads.org/wiki/Treasury_Inflation_Protected_Security'
StaticText .
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image BlackRock Institutional Trust Company N.A. - iShares TIPS Bond ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard FTSE Developed Markets ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Intermediate-Term Treasury ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +6.01%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.08
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 6
paragraph
StaticText Low
StaticText risk
paragraph
image
StaticText $1,000
link Bill Schultheis's "Coffeehouse", url='https://double.finance/p/explore/118'
heading Bill Schultheis's "Coffeehouse"
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText Bill Schultheis made this simple seven-fund portfolio popular in his book
link The Coffeehouse Investor, url='https://www.amazon.com/dp/0976585707/'
StaticText . He advocates 40% in a total market bond fund and 10% each in various stock funds. You can find more information at
link The Coffeehouse Investor, url='https://coffeehouseinvestor.com/'
StaticText .
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Small Cap ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Small Cap Value ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard S&P 500 ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.32%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.05
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 7
paragraph
StaticText Low
StaticText risk
paragraph
image
StaticText $1,000
link The Permanent Portfolio, url='https://double.finance/p/explore/122'
heading The Permanent Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText Free-market investment analyst Harry Browne devised the Permanent Portfolio in the 1980s, as a buy-and-hold portfolio that contains a healthy allocation to gold. The portfolio holds equal allocations of domestic stocks, gold, short-term treasury bonds, and long term treasury bonds. Boglehead members Craig Rowland and J. M. Lawson have written a book,
link The Permanent Portfolio: Harry Browne's Long-Term Investment Strategy, url='https://www.amazon.com/Permanent-Portfolio-Long-Term-Investment-Strategy/dp/1118288254'
StaticText , detailing every aspect of the Permanent Portfolio.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image BlackRock Institutional Trust Company N.A. - iShares Gold Trust logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F9105115104971141011156.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Long-Term Treasury ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Short-Term Treasury ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.32%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.09
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 4
paragraph
StaticText Low
StaticText risk
paragraph
image
StaticText $1,000
link Two Fund Portfolio, url='https://double.finance/p/explore/116'
heading Two Fund Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText You can invest in broad US and International markets, as well as bonds, using only two funds.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total World Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.90%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.05
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 2
paragraph
StaticText Low
StaticText risk
paragraph
image
StaticText $1,000
link Core 4 Portfolio, url='https://double.finance/p/explore/117'
heading Core 4 Portfolio
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText By including some direct exposure to the US Real Estate market directly through VNQ, this fund adds a bit more diversity compared to the Majesty of Simplicity.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Stock Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Real Estate Index Fund ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +5.35%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.05
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 4
paragraph
StaticText Low
StaticText risk
paragraph
image
StaticText $1,000
link Majesty of Simplicity - Mod, url='https://double.finance/p/explore/105'
heading Majesty of Simplicity - Mod
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard S&P 500 ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +7.11%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.04
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 3
paragraph
StaticText Medium
StaticText risk
paragraph
image
StaticText $1,000
link Majesty of Simplicity - Agg, url='https://double.finance/p/explore/104'
heading Majesty of Simplicity - Agg
StaticText Growth
StaticText Balanced
StaticText Growth Income
paragraph
StaticText John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard S&P 500 ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +10.82%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.04
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 3
paragraph
StaticText Low
StaticText risk
paragraph
image
StaticText $1,000
link Majesty of Simplicity - Con, url='https://double.finance/p/explore/106'
heading Majesty of Simplicity - Con
StaticText Capital Preservation
StaticText Balanced
StaticText Income
paragraph
StaticText John Bogle started Vanguard and revolutionized the investment world, and this three fund portfolio was called name "The Majesty of Simplicity" by Bogle himself. It uses three ETFs - a Bond ETF a US Domestic Stock ETF and a Foreign Stock ETF - to construct a well diversified portfolio in a dead simple manner.
paragraph
StaticText ETF Based
StaticText Strategy
paragraph
StaticText Top Holdings
image Vanguard Group, Inc. - Vanguard Total Bond Market ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard S&P 500 ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
image Vanguard Group, Inc. - Vanguard Total International Stock ETF logo, url='https://double.finance/_next/image?url=https%3A%2F%2Fstatic2.finnhub.io%2Ffile%2Fpublicdatany%2Ffinnhubimage%2Fetf_logo%2F911897110103117971141006.png&w=96&q=75'
paragraph
StaticText Return
image
image
StaticText +3.16%
paragraph
StaticText Expense Ratio
image
paragraph
StaticText 0.04
StaticText %
paragraph
StaticText Holdings
paragraph
StaticText 3
heading Got a Question?
paragraph
StaticText Check out our frequently asked questions or reach out to our team
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heading Didn't find something?
paragraph
StaticText Build your own strategy from scratch by selecting from 1000s of stocks and ETFs.
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contentinfo
image
heading Zero expense ratio index investing
heading Company
list
listitem
link Disclosures, url='https://double.finance/disclosures'
listitem
link LinkedIn, url='https://www.linkedin.com/company/doublefinance/'
listitem
link X, url='https://x.com/Double_Finance'
heading Resources
list
listitem
link Blog, url='https://double.finance/blog'
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link Learn, url='https://double.finance/learn'
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link Fee Calculator, url='https://double.finance/tools/fee-calculator'
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heading Popular ETFs
list
listitem
link SPY, url='https://double.finance/p/stock/SPY'
listitem
link VOO, url='https://double.finance/p/stock/VOO'
listitem
link VTI, url='https://double.finance/p/stock/VTI'
listitem
link CALF, url='https://double.finance/p/stock/CALF'
listitem
link AVUV, url='https://double.finance/p/stock/AVUV'
listitem
link SGOV, url='https://double.finance/p/stock/SGOV'
listitem
link COWZ, url='https://double.finance/p/stock/COWZ'
listitem
link SMH, url='https://double.finance/p/stock/SMH'
listitem
link QQQ, url='https://double.finance/p/stock/QQQ'
listitem
link TLT, url='https://double.finance/p/stock/TLT'
listitem
link VGT, url='https://double.finance/p/stock/VGT'
listitem
link SCHD, url='https://double.finance/p/stock/SCHD'
heading ETF Comparisons
list
listitem
link AVDE vs CGDG, url='https://double.finance/p/stock/AVDE/CGDG'
listitem
link QQQ vs SPY, url='https://double.finance/p/stock/QQQ/SPY'
listitem
link QQQ vs VOO, url='https://double.finance/p/stock/QQQ/VOO'
listitem
link MDYG vs SCHM, url='https://double.finance/p/stock/MDYG/SCHM'
listitem
link SCHD vs VIG, url='https://double.finance/p/stock/SCHD/VIG'
listitem
link VOO vs VUG, url='https://double.finance/p/stock/VOO/VUG'
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StaticText Direct Indexing | Discover Direct Indexing, ETFs & Vehicles For You | Double Finance
Reasoning for action: I chose to click the 'Submit' button (identified as '14475') because this action is necessary to confirm the user's selection of 'High' risk tolerance. By taking this step, I am signaling the system to retrieve the relevant investment strategies that align with the specified risk preference. This directly moves us closer to fulfilling the user's goal of exploring index investment strategies categorized by their risk levels.
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