MyPlanIQ Advanced Strategies and Portfolios
The following are the advanced strategies and their model portfolios. These portfolios were once listed on ValidFi.com, which is now redirected to here.
Asset Allocation Strategies
Portfolio Rebalancing Strategies
| Strategy Name | Portfolio | 1 year's AR | 3 year's AR | 5 year's AR |
|---|---|---|---|---|
| Opportunistic Rebalancing | P Opportunistic Rebalancing on Gibson Asset Allocation Portfolio 20% Band Monthly | 14.9 | 10.1 | 0.1 |
| Roger Gibson Five Asset Portfolio | P Roger Gibson Five Asset Portfolio Quarter Rebalancing | 15.0 | 10.5 | 0.1 |
Equity/Stock Strategies
| Strategy Name | Portfolio | 1 year's AR | 3 year's AR | 5 year's AR |
|---|---|---|---|---|
| Sell in May and Go Away Seasonal Timing | STS Seasonal Timing Using DWC | 12.2 | 11.8 | 8.3 |
| Warren Buffett Total Stock Market Value to GNP Ratio Strategy | P Warren Buffett Total Stock Market Valuation to GNP Ratio SO SU Weekly Strategy | 23.7 | 14.9 | 16.3 |
| Shiller Cyclically Adjusted PE 10 Stock Market Timing Strategy | P Shiller Cyclically Adjusted PE 10 SO SU Stock Market Timing Strategy Weekly | 23.7 | 14.9 | 16.9 |
| Hussman Peak PE Market Timing Strategy | P Hussman Peak PE SO SU Market Timing Strategy Weekly | 23.7 | 14.9 | 16.5 |
| Dow Theory | P Dow Theory DJI | 21.9 | 8.5 | 2.4 |
| Calendar Based Trading | P Calendar Based Trading RUT | 28.4 | 14.1 | 6.8 |
Fixed Income/Bond Strategies
| Strategy Name | Portfolio | 1 year's AR | 3 year's AR | 5 year's AR |
|---|---|---|---|---|
| Bond Funds Momentum Based on Upgrading | P Bond Funds Momentum Based on Upgrading Fixed Income Managers of the Year`s Funds Monthly | 12.3 | 8.7 | 9.8 |
| High Yield Bond Alpha | P High Yield Bond Alpha VWEHX | 10.9 | 8.5 | 13.6 |
Commodities/Currencies Strategies
| Strategy Name | Portfolio | 1 year's AR | 3 year's AR | 5 year's AR |
|---|---|---|---|---|
| Turtle Strategy | P Turtle Strategy System 2 For Diversified Commodities Including GLD, Currencies and Interest Rate ETFs | 4.5 | NA | NA |
| S and P Diversified Trend Indicators | P S and P Diversified Trend Indicators | 0.1 | 1.3 | 1.2 |
| S and P Currency Trend Indicators | P S and P Currency Trend Indicators | 5.7 | 0.6 | 1.9 |
| S and P Commodity Trend Indicators | P S and P Commodity Trend Indicators Strategy | -2.9 | 1.9 | 0.0 |
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