Portfolios - Interactive Advisors

Explore our portfolios

We provide low-cost access to well-diversified portfolios using data from leading providers and a curated selection by investment managers with a mandate to pursue enhanced returns.

You can browse our portfolios by themes, or view a full list of all portfolios below. Here we highlight the 365-day performance. To see the performance over other time periods, click through to see the portfolio details and select the time period you are interested in on the performance chart.

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arrow_upward 30.5%

Sharpe ratio: 0.75

Large and mid cap stocks

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arrow_upward 8.3%

Sharpe ratio: 0.12

Good corporate governance

Resolve conflicts well

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arrow_upward 7.6%

Sharpe ratio: 0.11

Large and mid cap value stocks

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arrow_upward 7.2%

Sharpe ratio: 0.08

Large and mid cap stocks

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arrow_upward 7.0%

Sharpe ratio: 0.08

Science and technology

Fundamental analysis

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arrow_upward 30.5%

Sharpe ratio: 0.75

Large and mid cap stocks

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arrow_upward 8.3%

Sharpe ratio: 0.12

Good corporate governance

Resolve conflicts well

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arrow_upward 7.6%

Sharpe ratio: 0.11

Large and mid cap value stocks

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arrow_upward 7.2%

Sharpe ratio: 0.08

Large and mid cap stocks

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arrow_upward 7.0%

Sharpe ratio: 0.08

Science and technology

Fundamental analysis

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arrow_upward 8.3%

Sharpe ratio: 0.12

Good corporate governance

Resolve conflicts well

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arrow_upward 6.0%

Sharpe ratio: 0.03

Towards lower carbon

Towards climate friendly

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arrow_upward 4.9%

Sharpe ratio: -0.01

Good ESG scores

Large and mid cap value stocks

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arrow_upward 3.7%

Sharpe ratio: -0.08

Good ESG scores

Large and mid cap dividend stocks

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arrow_upward 3.7%

Sharpe ratio: -0.07

Good ESG scores

Large and mid cap quality stocks

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arrow_upward 4.9%

Sharpe ratio: -0.01

Good ESG scores

Large and mid cap value stocks

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arrow_upward 2.9%

Sharpe ratio: -0.06

Small and mid cap dividend stocks

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arrow_upward 4.6%

Sharpe ratio: 0.01

Small cap value stocks

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arrow_upward 7.6%

Sharpe ratio: 0.11

Large and mid cap value stocks

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arrow_downward -11.0%

Sharpe ratio: -0.73

Fundamental analysis

Corporate events

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arrow_upward 30.5%

Sharpe ratio: 0.75

Large and mid cap stocks

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arrow_downward -16.3%

Sharpe ratio: -0.63

Large and mid cap stocks

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arrow_downward -2.8%

Sharpe ratio: -0.28

Large and mid cap growth stocks

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arrow_downward -3.7%

Sharpe ratio: -0.29

Small and mid cap growth stocks

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arrow_upward 3.3%

Sharpe ratio: -0.07

Competitive advantage

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arrow_downward -11.1%

Sharpe ratio: -0.79

Telecommunications

Large and mid cap stocks

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arrow_upward 3.7%

Sharpe ratio: -0.08

Good ESG scores

Large and mid cap dividend stocks

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arrow_upward 6.1%

Sharpe ratio: 0.05

Large and mid cap dividend stocks

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arrow_upward 2.9%

Sharpe ratio: -0.06

Small and mid cap dividend stocks

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arrow_upward 2.1%

Sharpe ratio: -0.16

Dividend stocks

The next decade and beyond

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arrow_downward -5.6%

Sharpe ratio: -0.44

Reduce emissions

Sustainable energy

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arrow_upward 0.4%

Sharpe ratio: -0.22

Reduce harmful land waste

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arrow_upward 2.0%

Sharpe ratio: -0.14

Manage water use

Value marine life

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arrow_upward 3.2%

Sharpe ratio: -0.09

Manage water use

Avoid contamination

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arrow_downward -0.1%

Sharpe ratio: -0.21

Quality and safety

Entire supply chain

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arrow_downward -0.2%

Sharpe ratio: -0.22

Societal and workforce care

Diverse and equal

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arrow_upward 0.4%

Sharpe ratio: -0.18

Recruiting and promotion of women

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arrow_downward -1.6%

Sharpe ratio: -0.27

Diverse and equal

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arrow_upward 1.3%

Sharpe ratio: -0.14

Diverse and equal

All ethnicities

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arrow_upward 1.1%

Sharpe ratio: -0.20

Protect clients

Safety and labelling

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arrow_downward -3.4%

Sharpe ratio: -0.33

Privacy and safety

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arrow_upward 8.3%

Sharpe ratio: 0.12

Good corporate governance

Resolve conflicts well

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arrow_upward 6.0%

Sharpe ratio: 0.03

Towards lower carbon

Towards climate friendly

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arrow_upward 4.8%

Sharpe ratio: -0.01

All cap growth stocks

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arrow_downward -2.4%

Sharpe ratio: -0.32

Good ESG scores

Large and mid cap stocks

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arrow_downward -3.6%

Sharpe ratio: -0.35

Large and mid cap stocks

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arrow_upward 1.7%

Sharpe ratio: -0.07

Small and mid cap stocks

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arrow_upward 2.9%

Sharpe ratio: -0.06

Small and mid cap dividend stocks

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arrow_upward 7.2%

Sharpe ratio: 0.08

Large and mid cap stocks

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arrow_upward 30.5%

Sharpe ratio: 0.75

Large and mid cap stocks

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arrow_upward 1.7%

Sharpe ratio: -0.21

Medical and healthcare

Large and mid cap stocks

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arrow_downward -7.9%

Sharpe ratio: -0.55

Large and mid cap stocks

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arrow_upward 0.3%

Sharpe ratio: -0.31

Medical technology

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arrow_upward 8.3%

Sharpe ratio: 0.12

Good corporate governance

Resolve conflicts well

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arrow_upward 6.0%

Sharpe ratio: 0.03

Towards lower carbon

Towards climate friendly

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arrow_upward 4.9%

Sharpe ratio: -0.01

Good ESG scores

Large and mid cap value stocks

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arrow_upward 3.7%

Sharpe ratio: -0.08

Good ESG scores

Large and mid cap dividend stocks

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arrow_upward 3.7%

Sharpe ratio: -0.07

Good ESG scores

Large and mid cap quality stocks

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arrow_downward -5.6%

Sharpe ratio: -0.44

Reduce emissions

Sustainable energy

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arrow_upward 0.4%

Sharpe ratio: -0.22

Reduce harmful land waste

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arrow_upward 2.0%

Sharpe ratio: -0.14

Manage water use

Value marine life

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arrow_upward 3.2%

Sharpe ratio: -0.09

Manage water use

Avoid contamination

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arrow_downward -0.1%

Sharpe ratio: -0.21

Quality and safety

Entire supply chain

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arrow_downward -0.2%

Sharpe ratio: -0.22

Societal and workforce care

Diverse and equal

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arrow_upward 0.4%

Sharpe ratio: -0.18

Recruiting and promotion of women

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arrow_downward -1.6%

Sharpe ratio: -0.27

Diverse and equal

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arrow_upward 1.3%

Sharpe ratio: -0.14

Diverse and equal

All ethnicities

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arrow_upward 1.1%

Sharpe ratio: -0.20

Protect clients

Safety and labelling

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arrow_downward -3.4%

Sharpe ratio: -0.33

Privacy and safety

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arrow_upward 8.3%

Sharpe ratio: 0.12

Good corporate governance

Resolve conflicts well

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arrow_upward 6.0%

Sharpe ratio: 0.03

Towards lower carbon

Towards climate friendly

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Risk Reset

Cautious

check

Growth

check

Growth plus

check

Aggressive

check

Speculative

check

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Fees Reset

0.08% - 0.25%

check

0.26% - 0.75%

check

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Min investment Reset

$100

check

More than $100

check

Composed of Reset

ETFs

check

Mixed

check

Stocks

check

Manager
(Data Provider) Reset

Atlas Capital

check

Clearbrook Capital Advisors

check

Crabtree Asset Management

check

Cratus Capital LLC

check

Elite Wealth Management

check

FTSE Russell

check

Franklin Templeton

check

Global X

check

Greenwich Wealth Management LLC

check

IA SRI

check

IA Smart Beta

check

Lakeland Wealth Management

check

Mott Capital Management, LLC

check

Philadelphia Investment Partners

check

Sizemore Capital

check

Sparrow Capital Management

check

Split Rock

check

State Street Global Advisors

check

Stoken Asset Management

check

Stone Fox Capital

check

WisdomTree

check

Y H & C Investments

check

Select a portfolio to learn more

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Sharpe ratio: High to low expand_more

Portfolio name: A to Z check

Portfolio name: Z to A check

Risk score: High to low check

Risk score: Low to high check

Performance: High to low check

Performance: Low to high check

Sharpe ratio: High to low check

Sharpe ratio: Low to high check

Min invest: High to low check

Min invest: Low to high check

Fees: High to low check

Fees: Low to high check

Portfolio name

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Risk

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Performance

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Min invest

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Fee

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arrow_upward 30.5%

arrow_upward 8.3%

arrow_upward 7.6%

arrow_upward 7.2%

arrow_upward 7.0%

arrow_upward 6.1%

arrow_upward 6.0%

arrow_upward 4.6%

arrow_upward 4.9%

arrow_upward 4.8%

arrow_upward 3.0%

arrow_upward 2.9%

arrow_upward 3.3%

arrow_upward 1.7%

arrow_upward 3.7%

arrow_upward 3.5%

arrow_upward 4.1%

arrow_upward 3.6%

arrow_upward 3.7%

arrow_upward 3.2%

arrow_upward 3.8%

arrow_upward 1.2%

arrow_upward 1.3%

arrow_upward 2.0%

arrow_upward 0.4%

arrow_upward 2.1%

arrow_upward 0.4%

arrow_upward 1.1%

arrow_downward -0.1%

arrow_upward 1.7%

arrow_upward 0.4%

arrow_downward -0.2%

arrow_downward -1.6%

arrow_downward -2.8%

arrow_downward -3.7%

arrow_upward 0.3%

arrow_downward -3.3%

arrow_downward -2.4%

arrow_upward 2.1%

arrow_downward -3.4%

arrow_downward -7.6%

arrow_downward -3.6%

arrow_downward -2.1%

arrow_downward -0.8%

arrow_downward -4.3%

arrow_downward -5.6%

arrow_downward -5.4%

arrow_downward -6.5%

arrow_downward -8.7%

arrow_downward -5.3%

arrow_downward -7.9%

arrow_downward -8.0%

arrow_downward -14.0%

arrow_downward -8.9%

arrow_downward -5.2%

arrow_downward -13.8%

arrow_downward -16.3%

arrow_downward -12.0%

arrow_downward -12.0%

arrow_downward -19.7%

arrow_downward -4.9%

arrow_downward -11.0%

arrow_downward -16.9%

arrow_downward -4.7%

arrow_downward -5.9%

arrow_downward -6.0%

arrow_downward -21.2%

arrow_downward -6.0%

arrow_downward -6.0%

arrow_downward -11.1%

arrow_downward -21.3%

arrow_downward -14.9%

arrow_downward -4.8%

arrow_downward -4.9%

arrow_downward -5.0%

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