Classic Portfolios
List the classic portfolios that ship with the Finance Toolkit, to use with Portfolio.from_preset. Each is defined with real funds and the source of its allocation: the 60/40, Ray Dalio’s All Weather, Harry Browne’s Permanent Portfolio, the Golden Butterfly, the Bogleheads three-fund portfolio, Warren Buffett’s 90/10, Nassim Taleb’s barbell, a target-date glide path and more.
Classic Portfolios in Python
Install the Finance Toolkit with:
pip install financetoolkit -U
Then call get_presets as shown below.
from financetoolkit import Portfolio
Portfolio.get_presets()[["Name", "Holdings", "Rebalancing"]]
Which returns:
| Name | Holdings | Rebalancing | |
|---|---|---|---|
| all_weather | All Weather | VTI 30.0%, TLT 40.0%, GOVT 15.0%, GLD 7.5%, DBC 7.5% | quarterly |
| balanced_60_40 | 60/40 Balanced | VTI 60.0%, BND 40.0% | quarterly |
| barbell | Barbell | BIL 85.0%, VB 7.5%, VUG 7.5% | yearly |
| bogleheads_three_fund | Bogleheads Three-Fund | VTI 42.0%, VXUS 18.0%, BND 40.0% | yearly |
| buffett_90_10 | Buffett’s 90/10 | VOO 90.0%, BIL 10.0% | yearly |
| conservative_income | Conservative Multi-Country Bonds | VTI 10.0%, GOVT 40.0%, IEGA.AS 30.0%, IGLT.L 20.0% | quarterly |
| global_60_40 | Global 60/40 | VTI 30.0%, VGK 15.0%, VWO 15.0%, GOVT 20.0%, IEGA.AS 10.0%, IGLT.L 10.0% | quarterly |
| global_equity_growth | Global Equity Growth | VTI 30.0%, VGK 15.0%, EWJ 10.0%, VWO 15.0%, MCHI 10.0%, VUG 20.0% | yearly |
| golden_butterfly | Golden Butterfly | VTI 20.0%, VBR 20.0%, TLT 20.0%, SHY 20.0%, GLD 20.0% | yearly |
| permanent_portfolio | Permanent Portfolio | VTI 25.0%, TLT 25.0%, BIL 25.0%, GLD 25.0% | yearly |
| small_cap_value_tilt | Small-Cap Value Tilt | VB 40.0%, VTV 40.0%, GOVT 20.0% | yearly |
| target_date_glidepath | Target-Date Glidepath | VTI 90.0%, BND 10.0% | quarterly |
| us_equity_sectors | US Equity Sectors | XLK 11.1%, XLF 11.1%, XLE 11.1%, XLV 11.1%, XLI 11.1%, XLY 11.1%, XLP 11.1%, XLU 11.1%, XLB 11.1% | quarterly |