Curated Ticker Catalog
Browse 146 hand-picked investments — a mix of ETFs and individual companies. Filter the list and build an everyday portfolio you can send straight into Projection.
Category cheat sheet
Use these plain-English notes to match each bucket to your household goals before you start mixing and matching tickers.
Core stock funds
Big baskets of U.S. companies—like owning the whole stock market in one swipe.
Examples: US Core Equity, Blue-Chip Stocks
- Pros: Broad, low-cost ownership of the market that compounds well over long stretches.
- Watch out: Values can drop sharply during recessions—stay diversified and give them time.
Bonds & cash buffers
Loans to governments or companies, plus high-yield savings—steady and lower risk.
Examples: Bonds / Cash
- Pros: Smoother ride and dependable income for emergency funds or near-term goals.
- Watch out: Gains lag stocks and inflation can quietly chip away at purchasing power.
International mix
Funds that buy companies based outside the U.S. so your money isn’t tied to one country.
Examples: International/Global Equity
- Pros: Spreads your bets beyond the U.S. so a single economy doesn’t dominate your future.
- Watch out: Currency swings and regional slowdowns can make returns bumpier year to year.
Factor & dividend tilts
Index funds that lean toward traits like value, income, or high quality stocks.
Examples: Factor / Smart Beta, Dividend Growth
- Pros: Targets traits like value, quality, or rising payouts for steadier income or reduced risk.
- Watch out: These styles can lag a broad market index for long stretches—patience is required.
Small caps & themes
Smaller companies or trend-focused funds chasing fast-growing stories.
Examples: Small-Cap Stocks, Sector Equity, Thematic Growth
- Pros: Focused growth stories that can outpace the market when their moment arrives.
- Watch out: Concentrated bets mean bigger swings—treat them as satellite holdings.
Diversifiers & hedges
Assets that move differently than stocks—think gold, real estate, or inflation hedges.
Examples: Commodities / Currency, Alternatives / Crypto, Inverse / Volatility
- Pros: Can help when inflation spikes or markets stumble, adding ballast to a core mix.
- Watch out: Highly specialized and often short-term—keep allocations small and intentional.
Portfolio Builder Blend CAGRs → Projection
CAGR is the long-run yearly pace of growth. Think of it as the average yearly gain you would have seen if you invested $1 and let it ride.
| Symbol | Name | Weight % | CAGR | Weighted | Remove |
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Filter the list
Search by symbol or pick a category to focus on. When you like what you see, add it to the builder above.
Symbol list
| Symbol | Name | Category | 5Y CAGR | 10Y CAGR | 20Y CAGR |
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CAGR values are placeholders for this prototype. Replace them with data from your provider before launch.