A portfolio in a box.

Our strategies are ready-to-go portfolios of stocks and ETFs designed to meet specific goals. No weird names or complex prospectuses to read. They're simple, transparent, and fully customizable.

Managed by us.
Controlled by you.

Our team creates each strategy and reviews them quarterly. Any changes we make trigger a notification to you, which you can accept or reject.

Explore our strategies.

Long Pelosi 💅
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Follow Nancy Pelosi's financial disclosures.
Updated monthly.
AAPL
AXP logo
AMX
DIS logo
DIS
PYPL logo
PYPL
T logo
T
TSLA logo
TSLA
V logo
V
WBD
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+23.34%
Long Pelosi 💅
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Follow Nancy Pelosi's financial disclosures.
Updated monthly.
AAPL
AXP logo
AMX
DIS logo
DIS
PYPL logo
PYPL
T logo
T
TSLA logo
TSLA
V logo
V
WBD
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+23.34%
Renewables ☀️
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Solar, wind, and other clean energy assets from around the world.
ARRY
BE logo
BE
CSIQ
DQ
ED logo
ED
ENPH
FSLR
PLUG logo
PLUG
RUN
SEDG
TSLA logo
TSLA
VWDRY
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+23.34%
Buffett's Top 10 🧙
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The 10 largest positions in Berkshire Hathaway's portfolio. Updated quarterly.
AAPL
ATVI
AXP logo
AXP
BAC
CVX
KHC
KO logo
KO
LUV logo
MCO
OXY
TSM logo
TSM
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+23.34%
Dividend Yield 💰
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Companies that pay consistent dividends.
AAPL
ADP
BAC
BAM
CAT
CVX
HD logo
HD
JNJ logo
JNJ
MCD logo
MCD
MSFT logo
MSFT
O
PG logo
PG
TGT logo
TGT
XOM
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+23.34%
Bear Case 🐻
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Feeling pessimistic? These assets are short the market or tend to do well in recessions.
BITI
BITI
DOG
DOG
EUM
EUM
GOVT
GOVT
REK
REK
SARK
SARK
SEF
SEF
SEF
SEF
SH
SH
SJB
SJB
TLT
TLT
YCS
YCS
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+23.34%
Big Tech 🤖
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All the usual suspects. Invest in technology giants.
AAPL
ADBE
AMZN
CRM
CSCO
GOOG
META logo
META
MSFT logo
MSFT
NFLX logo
NFLX
TSLA logo
TSLA
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+23.34%
+23.34%
Semiconductors ⚡
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They're in everything! Invest in leaders in the semiconductor industry.
AMD logo
AMD
ASML
ENTG
GFS
NVDA logo
NVDA
SITM logo
SITM
TER
TSM logo
TSM
TXN
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B2B SaaS ☁️
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Invest in companies providing software as a service to companies. Go cloud.
ASAN
CRM
DDOG
DOCU
MDB
NET
NOW
SHOP
TEAM
TOST
ZEN
ZM
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+23.34%
Brand Power 💙
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Iconic consumer brands.
AAPL
AMZN
DIS logo
DIS
GOOG
KO logo
KO
MA logo
MC
MCD logo
MCD
MSFT logo
MSFT
NKE logo
NKE
SBUX logo
SBUX
TSLA logo
TSLA
V logo
V
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+23.34%
Just SPY 🕵️
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As simple as it gets. Invest in the entire S&P 500.
SPY logo
SPY
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+23.34%
Consumer Staples 🍔
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Reliable retailers and manufacturers people use on a daily basis.
CL logo
CL
CLX logo
CLX
COST logo
COST
GIS
HD logo
HD
JNJ logo
JNJ
KO logo
KO
KR
MCD logo
MCD
PEP
PG logo
PG
WMT
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+23.34%
Banking 🏦
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Banks are in the lending business and make money in high interest rate environments.
Ally logo
ALLY
BAC
Citibank logo
C
GS
Morgan Stanley logo
MS
PNFP
PNFP
SVB logo
SIVB
WFC
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+23.34%
Biotech 🧬
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3 major areas of therapeutics — rare diseases, MRNA delivery, and gene editing.
AMGN
BMRN
BMRN
CLDX
CLDX
CRBU
CRSP
GILD
ILMN
JNJ logo
JNJ
MRNA
PFE
REGN
VRTX
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+23.34%
Data Driven 🗄️
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Companies providing infrastructure and tooling for data storage and processing.
AMZN
AYX
CFLT
ESTC
GOOG
MDB
MSFT logo
MSFT
NEWR
ORCL logo
ORCL
SAP logo
SAP
SNOW
SPLK
TWLO logo
TWLO
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+23.34%
Developer Tools 🛠️
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Companies powering the developer ecosystem.
DDOG
GTLB logo
GTLB
MDB
NET
NEWR
SNOW
SPLK
TEAM
TWLO logo
TWLO
U logo
U
view details
+23.34%
Fintech 💸
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Companies providing technology for or innovation in financial services.
AFRM logo
AFRM
COIN logo
COIN
HOOD logo
HOOD
INTU
MQ
NRDS
PYPL logo
PYPL
SOFI
SQ
TOST
UPST
V logo
V
view details
+23.34%
Get Bonded 🔗
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Bond portfolio in a box. A mix of different duration bonds can help reduce interest rate risk.
SHY
SHY
SPHY
SPHY
STIP
STIP
TLT
TLT
VCLT
VCLT
VCSH
VCSH
ZROZ
ZROZ
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+23.34%
Marketplaces 🤝
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Platforms matching buyers and sellers.
ABNB logo
ABNB
AMZN
DASH logo
DASH
EBAY logo
EBAY
ETSY logo
ETSY
FIVR logo
FVRR
LYFT logo
LYFT
PYPL logo
PYPL
UBER logo
UBER
ZG
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+23.34%
Metaverse 🥽
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Companies building or enabling immersive digital experiences.
AMD logo
AMD
DIS logo
DIS
GOOG
META logo
META
MSFT logo
MSFT
NVDA logo
NVDA
RBLX logo
RBLX
SNAP logo
SNAP
U logo
U
view details
+23.34%
Oil & Gas 🛢️
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Companies involved in exploration and production of oil and gas.
CNX
COP
CVX
DCP
DK
EOG
MPC
OXY
PSX
PXD
SLB logo
SLB
SWN
VLO
XOM
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+23.34%
+23.34%
Travel ✈️
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Companies involved in travel and hospitality.
ABNB logo
ABNB
BKNG
DAL
DIS logo
DIS
EXPE
HLT
JBLU
LUV logo
LUV
MAR
MGM
SAVE
YOU
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Can't find what you're looking for? Email us at [email protected] and request a new strategy.
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Share Invest Inc. (“Share”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Share’s investment advisory services are available only to residents of the United States in jurisdictions where Share is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities or investment products. Registration with the SEC does not imply a certain level of skill or training.

Dollar cost averaging does not guarantee a profit or protect against a loss. Systematic investing involves continuous investments in securities, regardless of price-level fluctuations. There is no guarantee that any investment strategy will achieve its objectives.

Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings and other information provided are for illustrative purposes only and are not to be considered investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Share’s investment advisory services.

Fractional share trading allows a customer to buy and sell fractional share quantities and dollar amounts of certain securities. Fractional share trading presents unique risks and is subject to particular limitations that you should be aware of before engaging in such activity. Click here for more details.

Please refer to Share’s Program Brochure for important additional information. Certain investments are not suitable for all investors. Before investing, you should consider your investment objectives. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested, including principal.

Brokerage services are provided by Alpaca Securities LLC ("Alpaca"), member FINRA, a wholly-owned subsidiary of AlpacaDB, Inc. Clearing services are provided by Velox Clearing LLC (Velox) and Vision Financial Markets LLC (Vision). All three are members of the Securities Investor Protection Corporation (SIPC), which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash) per customer. Explanatory brochure available upon request or at www.sipc.org. All accounts and trade executions are powered by Alpaca's technology. Share and Alpaca are not affiliated and neither are responsible for the liabilities of the other.

View Alpaca's disclosures.

Contact Share at [email protected].