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Optimized Portfolio

Investing and Personal Finance

  • Start Here
  • Investing 101
    • Beginners Start Here – 10 Steps To Start Building Wealth
    • What Is the Stock Market? How It Works & How to Invest in It
    • How To Invest in an Index Fund – The Best Index Funds
    • Portfolio Asset Allocation by Age
    • How To Invest Your Emergency Fund
    • Portfolio Diversification – How To Diversify Your Portfolio
    • Dollar Cost Averaging vs. Lump Sum Investing (DCA vs. LSI)
    • How To Invest Your HSA (Health Savings Account)
    • Factor Investing and Factor ETFs – The Ultimate Guide
    • more…
  • Lazy Portfolios
    • All Weather Portfolio
    • Bogleheads 3 Fund Portfolio
    • HEDGEFUNDIE’s Excellent Adventure
    • Warren Buffett Portfolio
    • Golden Butterfly Portfolio
    • Paul Merriman Ultimate Buy and Hold Portfolio
    • Ben Felix Model Portfolio
    • Permanent Portfolio
    • David Swensen Portfolio
    • 60/40 Portfolio
    • more…
  • Funds
    • VOO vs. VTI – Vanguard S&P 500 or Total Stock Market ETF?
    • The 7 Best International ETFs
    • The 8 Best Small Cap ETFs (4 From Vanguard)
    • The 5 Best REIT ETFs
    • The 5 Best EV ETFs – Electric Vehicles ETFs
    • VIG vs. VYM – Comparing Vanguard’s 2 Popular Dividend ETF’s
    • The Best Vanguard Dividend Funds – 4 Popular ETFs
    • The 5 Best Tech ETFs
    • The 7 Best Small Cap Value ETFs
    • The 6 Best ETFs for Taxable Accounts
    • The 5 Best Emerging Markets ETFs (1 From Vanguard) for 2023
    • more…
  • Leverage
    • What Is a Leveraged ETF and How Do They Work?
    • How To Beat the Market Using Leverage and Index Investing
    • The 9 Best Leveraged ETFs
    • Hedgefundie’s Excellent Adventure
    • Leveraged All Weather Portfolio
    • Leveraged Permanent Portfolio
    • Leveraged Golden Butterfly Portfolio
    • NTSX – Review and Summary
    • TQQQ – Is It A Good Investment?
    • PSLDX – A Review
    • SWAN – A Review
    • RPAR Risk Parity ETF Review
    • more…
  • Dividends
    • The Best M1 Finance Dividend Pie
    • The 11 Best Dividend ETFs
    • The Best Vanguard Dividend Funds – 4 Popular ETFs
    • VIG vs. VYM – Comparing Vanguard’s 2 Popular Dividend ETF’s
    • 8 Reasons Why I’m Not a Dividend Income Investor
    • QYLD – A Harsh Review
    • more…
  • Brokers
    • The 5 Best Stock Brokers
    • The 4 Best Investing Apps
    • M1 Finance Review
    • Brokers with the Lowest Margin Rates
    • M1 Finance vs. Fidelity
    • M1 Finance vs. Vanguard
    • Webull vs. Robinhood
    • Stash vs. Robinhood
    • M1 Borrow Review (How M1’s Margin Loan Works)
    • more…
  • Retirement
    • The 10 Best ETFs for Retirement Portfolios in 2023
    • The 4% Rule for Retirement Withdrawal Rate – A Revisitation
    • Sequence of Return Risk in Retirement Explained
    • Traditional IRA Explained
    • Roth IRA Explained
    • 401k vs. Roth IRA
    • Roth IRA vs. Traditional IRA
    • Backdoor Roth IRA Explained
    • more…
  • My Toolbox

Main Content

Featured Article

mobile app

The 4 Best Investing Apps for Beginners (2025 Review)

Recent technological advances in the investing world have resulted in new mobile apps that make it easier than ever before to get in the market and start saving for retirement. In this post we’ll look at the best investing apps for beginners.

Lazy Portfolios

Gone Fishin’ Portfolio Review (Alexander Green) & ETFs (2025)

The Gone Fishin’ Portfolio from Alexander Green is composed of 10 assets. Here are its components, performance, my review, and modifications.

Bogleheads 3 Fund Portfolio Review and Vanguard ETFs (2025)

The Bogleheads 3 Fund Portfolio is arguably the most popular lazy portfolio out there. Read the review and see the best Vanguard ETFs for it here.

Ray Dalio All Weather Portfolio Review, ETFs, & Leverage (2025)

Here I review the Ray Dalio All Weather Portfolio, its performance, ETFs to use for it, and leveraged exposure.

Harry Browne Permanent Portfolio Review, ETFs, & Leverage (2025)

The Harry Browne Permanent Portfolio is a simple, straightforward 4-slice portfolio from Harry Browne. I review it here.

The 60/40 Portfolio Review and ETF Pie for M1 Finance

The 60/40 Portfolio has long been the go-to cornerstone for medium-risk investing for all ages. Recent speculation suggests it might be “dead.”

HEDGEFUNDIE’s Excellent Adventure (UPRO/TMF) – A Summary

Here we dive into the famous “Excellent Adventure” from Hedgefundie and how to implement it.

Golden Butterfly Portfolio Review and M1 Finance ETF Pie

The Golden Butterfly Portfolio is a medium-risk portfolio similar to Ray Dalio’s All Weather Portfolio. Here we’ll look at its components and the best ETF’s to use in its construction.

Ben Felix Model Portfolio (Rational Reminder, PWL) ETFs & Review

Here we’ll look at a U.S. version of Ben Felix’s model portfolio (from Rational Reminder, PWL) and ETFs to use for its factor tilts.

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Most Popular

TQQQ – Is It A Good Investment for a Long Term Hold Strategy?

Factor Investing and Factor ETFs – The Ultimate Guide

VOO vs. VTI – Vanguard’s S&P 500 and Total Stock Market ETFs

9 Best Clean Energy ETFs To Go Green in Your Portfolio (2025)

The 7 Best Small Cap ETFs (3 From Vanguard) for 2025

The 5 Best Stock Brokers Online for Investing (2025 Review)

Portfolio Asset Allocation by Age – Beginners To Retirees

The Best M1 Finance Dividend Pie for FIRE & Income Investors

M1 Finance vs. Fidelity Brokerage Comparison [2025 Review]

M1 Finance vs. Vanguard Brokerage Comparison [2025 Review]

Lowest Margin Rates Brokers (2025 Comparison)

M1 Finance Review – Pros, Cons, Features, & FAQ (2025)

Paul Merriman Ultimate Buy and Hold Portfolio Review & ETFs (2025)

Warren Buffett ETF Portfolio (90/10) Review and ETFs (2025)

William Bernstein No Brainer Portfolio Review and ETFs To Use (2025)

David Swensen Portfolio (Yale Model) Review and ETFs To Use

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