The 3 ETF Portfolio

A simple, diversified, and low-maintenance way for beginners to invest for the long term

U.S. Stock Market ETF

  • Owns thousands of U.S. companies
  • Large, mid, and small-cap stocks
  • Core engine of long-term growth

International Stock ETF

  • Diversifies beyond U.S. economy
  • Developed & emerging markets
  • Reduces single-country risk

High-Quality Bond ETF

  • Provides income & stability
  • Dampens portfolio volatility
  • Helps you stay invested

Why This Setup Works for Most Beginners

Massive Diversification

Thousands of stocks and bonds worldwide in just 3 funds

Very Low Costs

Rock-bottom expense ratios and tax efficiency

Simple to Manage

Easy to automate and rebalance once or twice per year

Hard to Beat

Most active investors underperform over long horizons

Core Three-ETF Portfolio Idea

The 3-ETF portfolio is a simple, diversified, and low-maintenance way for beginners to invest for the long term. It uses three building blocks to create a globally diversified portfolio.

Total U.S. Stock Market ETF

  • Owns thousands of U.S. companies in one fund
  • Captures large, mid, and small-cap stocks
  • Core engine of long-term growth

International Stock ETF

  • Diversifies beyond the U.S. economy
  • Includes developed and/or emerging markets
  • Reduces dependence on a single country

High-Quality Bond ETF

  • Provides income and dampens volatility
  • Acts as stabilizer when stocks are falling
  • Makes it easier to stay invested through downturns

Why This Setup Works for Most Beginners

Massive Diversification in 3 Funds

Thousands of stocks and bonds worldwide—all in just three low-cost funds.

Very Low Costs and Taxes

Broad index ETFs typically have rock-bottom expense ratios and are tax efficient.

Simple to Manage and Rebalance

Easy to understand, automate, and rebalance once or twice per year.

Hard to Beat for Most Beginners

Most active investors underperform low-cost index portfolios over long horizons.

Example Tickers to Research

Educational purposes only. These are not personalized recommendations. Always verify details (expenses, holdings, minimums, and tax implications) on each provider's website.

V

Vanguard

Pioneer of low-cost index investing

Total U.S. Stock Market

VTI VTSAX

Total International Stock

VXUS VTIAX

Total U.S. Bond Market

BND VBTLX

Short-Term Bond

BSV

Intermediate-Term Bond

BIV BND

International Bonds

BNDX

Inflation-Protected (TIPS)

VTIP
F

Fidelity

Offers zero-expense-ratio index funds

Total U.S. Stock Market

FSKAX FZROX

Total International Stock

FTIHX

U.S. Bond Index

FXNAX

Short-Term Bond

FNSOX

Inflation-Protected

FINPX
S

Schwab

Competitive low-cost ETF lineup

Total U.S. Stock Market

SCHB

International Stock

SCHF SCHE

U.S. Aggregate Bond

SCHZ

Short-Term U.S. Treasury

SCHO

Inflation-Protected

SCHP

Note: Ticker availability, fund names, and details can change over time. Always check the current prospectus before investing.

How to Choose Weights

Your allocation is the mix of U.S. stocks, international stocks, and bonds in your portfolio. It should reflect your time horizon, risk tolerance, and the role this money plays in your life.

Typical Beginner Allocation (with Bonds)

A common starting point for long-term investors who can handle some volatility is:

80% Stocks / 20% Bonds

Within stocks: 50% U.S. and 30% International

Example 3-ETF Setup

50%
Total U.S. Stock Market ETF
30%
Total International Stock ETF
20%
Total U.S. Bond Market ETF

Rebalance once or twice per year to bring the percentages back in line.

Best Allocation Guidelines for Beginners

Very Long Horizon (25+ years)

90-100% Stocks 0-10% Bonds

Within stocks: 60-70% U.S., 30-40% International

Long Horizon (15-25 years)

70-85% Stocks 15-30% Bonds

Within stocks: 55-70% U.S., 30-45% International

Medium Horizon (5-15 years)

50-70% Stocks 30-50% Bonds

Within stocks: 50-70% U.S., 30-50% International

When 100% Stocks Can Still Make Sense

Some younger investors choose not to hold bonds at all, especially in tax-advantaged accounts, because they:

Have a very long time horizon (20-30+ years)

Can emotionally and financially handle large market swings

Have stable income and strong emergency savings

Alternative 3-ETF Portfolio (No Bonds)

60-70%
Total U.S. Stock Market ETF
30-40%
International Stock ETF

Even if you choose 100% stocks when very young, you can gradually add bonds over time as your goals near and your risk tolerance changes.

Matching Real-Life Needs

Your portfolio should match your real life: your goals, income stability, time horizon, and emotional comfort.

Questions to Ask Yourself

  • When do I expect to use this money (5, 10, 30 years)?
  • How stable is my income and job situation?
  • How did I react in past market downturns?
  • Do I have an emergency fund separate from investments?
  • Is this money for retirement, a home, or something else?

Aligning Portfolio with Your Life

Shorter goals

→ More bonds and/or cash-like savings

Critical goals (rent, necessities)

→ Keep separate from stock-heavy portfolios

Long-term retirement savings

→ More stocks, with a bond cushion to stay invested

Bonds: Why They Matter (Even When You're Young)

Bonds are loans you make to governments or companies. They usually pay interest and tend to be less volatile than stocks, though they still carry risks like interest rate changes and inflation.

Why Bonds Matter Even When Young

Smoother Ride

Bonds reduce the size of portfolio swings, helping you stay invested

Behavioral Support

A 20-30% bond allocation makes it easier to avoid panic selling in crashes

Dry Powder

Bonds can be a source of funds to rebalance into stocks after large drops

Income

Bonds pay interest, which can be reinvested or used for spending later

Core U.S. Bond ETFs

Core bond funds typically hold investment-grade U.S. government and corporate bonds.

Total U.S. Bond Market Funds

BND SCHZ FXNAX
  • Often track the U.S. Aggregate Bond Index or similar benchmarks
  • Include a mix of short, intermediate, and long maturities

Duration-Specific Options

Vanguard and others offer bond ETFs by maturity to match different portfolio needs:

Short-Term

  • • Less sensitive to interest rates
  • • Lower volatility
  • • Lower yield

Intermediate-Term

  • • Balanced risk and yield
  • • Common core holding
  • • Middle ground option

Long-Term

  • • More sensitive to rates
  • • More volatile
  • • Higher expected yield

Specialized Bond ETFs

For targeted exposure like international, inflation protection, or tax efficiency:

International Bonds

Diversify bond exposure globally across different countries and currencies

Inflation-Protected (TIPS)

Help offset inflation impact on your bond portfolio

Municipal Bonds

Tax-efficient income for some U.S. investors in higher tax brackets

Annualized Returns Comparison

Historically, stocks have returned more than bonds over long periods, but with much higher volatility.

Stocks

Higher average annualized returns, but with big swings up and down

Bonds

Lower returns, but more stability and predictable income

Stock + Bond Mix

Smoother path, easier to stick with long term

Past performance does not guarantee future results.

Risk vs. Return Trade-Off

Every investing choice involves a trade-off between potential return and the risk you take to get it.

Risk

  • 1

    Volatility

    How much your investments can go up or down in value

  • 2

    Uncertainty

    Includes short-term volatility and long-term uncertainty

  • ?

    Key Question

    "How big a drop could I tolerate without selling?"

Return

  • 1

    Growth

    The growth of your money over time (including dividends/interest)

  • 2

    Higher Risk = Higher Return

    Higher expected returns usually require accepting more risk

  • $

    Goals

    Helps you outpace inflation and reach long-term goals

Balancing the Two

More Stocks

More growth potential, but more volatility

More Bonds

Smoother ride, lower long-term return

Right Mix is Personal

It should let you sleep at night and stay invested

Compounding: Time Doing the Heavy Lifting

Compounding is the process where your investments earn returns, and those returns themselves begin to earn returns. Over long periods, this creates exponential growth.

How Compounding Works

1

Invest Money

You invest money into your 3-ETF portfolio

2

Earn Returns

Your ETFs generate dividends, interest, and growth

3

Reinvest

You reinvest those earnings into more shares

4

Exponential Growth

Your earnings begin generating their own earnings

The Power of Starting Early

Early Investor: Age 25

  • Invests $500/month for 10 years
  • Total invested: $60,000
  • Stops at age 35, lets it grow
  • At age 65: ~$700,000+*

Late Investor: Age 35

  • Invests $500/month for 30 years
  • Total invested: $180,000
  • Invests 3x more total
  • At age 65: ~$600,000+*

*Assumes 7% annual return. Actual results will vary. For illustration only.

Key Takeaways

Time is Your Greatest Asset

The longer you stay invested, the more powerful compounding becomes

Start Small, Start Now

Small contributions early can beat larger contributions later

Reinvest Dividends

Automatically reinvesting dividends accelerates compounding

Stay Invested

Consistency matters more than timing the market

Is the 3-ETF Portfolio Right for You?

The 3-ETF portfolio is powerful because it is simple, diversified, and low-cost. But no single strategy is right for everyone.

Pros

  • Massive Diversification

    Exposure to thousands of stocks and bonds worldwide

  • Very Low Costs and Taxes

    Compared with many active funds or frequent trading

  • Simple to Manage

    Easy to automate contributions and annual rebalancing

  • Hard to Beat

    Many professionals struggle to outperform after fees and taxes

  • Flexible

    Allocations can be adjusted as your life and goals evolve

Cons

  • Market Volatility Remains

    A simple portfolio still goes up and down with markets

  • May Feel "Too Simple"

    For investors who enjoy picking stocks or sectors

  • Requires Discipline

    Must stick with the plan during downturns and rebalance instead of reacting emotionally

  • Not Customized

    Doesn't address niche goals like factor tilts or complex tax strategies

Who Might Be a Good Fit?

Beginners

Who want a clear, evidence-based starting point

Busy Professionals

Who value simplicity over optimization

Long-Term Investors

Who can commit to a decades-long plan

Set-It-and-Forget-It Types

Who prefer passive, hands-off investing

Important Disclaimer

This website is for education only and does not provide personalized financial advice. Consider speaking with a qualified professional about your specific situation. Past performance does not guarantee future results.