Personalized Portfolio Builder
With thousands of fund choices available, building a diversified portfolio can be challenging. The Personalized Portfolio Builder tool simplifies the selection process to help you create a diversified portfolio of mutual funds or ETFs that meets your need
- How does the Personalized Portfolio Builder work?
- How do I get started?
- Is there anything else I should know?
Get help building a diversified portfolio.
Building a diversified portfolio is a key principle for investing success.1
But with thousands of funds to choose from across many asset classes, getting started can be challenging.
Schwab's Personalized Portfolio Builder simplifies this process by helping you build a diversified portfolio of mutual funds or ETFs (exchange-traded funds) that meets your needs.
Here's how it works.
First, log in and choose the specific Schwab account you want to build your portfolio in.
Then you'll select the type of investment you're looking for. You can build an all-mutual fund portfolio—either taxable-bond funds or municipal-bond funds—or an all-ETF portfolio.
From there you'll choose your risk profile, ranging from conservative to aggressive. Once you choose, you'll see a preview of our recommended asset allocation.
After that, you'll specify your initial investment. There is no minimum, but we suggest at least $5,000 to ensure proper diversification.
Next, you'll compare and select from the short list of funds chosen by our experts.2
The charts provide information on recent performance history, or you can dive deeper for a more thorough comparison.
Once you select a fund, the Personalized Portfolio Builder automatically calculates the number of shares you need to purchase in order to match your target asset allocation.
You'll choose across multiple asset classes to build your new diversified portfolio. You can customize your allocation percentages to fit your preferences or opt out of an asset class altogether.
Once you've completed your selections, click the Trade button to purchase the funds. You'll now be able to track and monitor your positions from your account.
To access the Personalized Portfolio Builder and get started on your own diversified portfolio, open an account in just minutes on schwab.com or call us with any questions at 866-855-7728.
1. Diversification strategies do not ensure a profit and do not protect against losses in declining markets.
2. For illustrative purposes only. All tickers are hypothetical and do not represent any actual investment. Please see important disclosures at the end of this presentation.
Create a personalized portfolio in 5 easy steps.
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