Overview & Featured ETF Portfolios
MyPlanIQ
has over hundreds of ETF/mutual fund based investment plans for
brokerage account investments including IRAs (Individual Retirement
Accounts) and taxable accounts.
Similar
to a 401k plan, an ETF or mutual fund plan consists of a list of selected
candidate funds.
Featured
ETF Plans
These 5 plans
represent some of our best ideas. They
can be implemented
in any brokerage account.
Six Core
Asset ETFs
|
Simpler Is
Better (SIB): 6 low cost candidate index ETFs representing 6 major
asset classes: U.S. stocks, international developed country
stocks, emerging market stocks, U.S. Real Estate Investment
Trusts (REITs), commodities and U.S. total bond markets. Focuses
on asset allocation & diversification.
|
Good
for
beginners and those preferring simplicity
|
MyPlanIQ Diversified Core
Allocation ETF Plan
|
35
candidate ETFs provide ample opportunities for diversification
and fund selection (style or sector
rotation) in each asset class. U.S. stocks include 9 style
(large|mid-cap|small-cap value|growth|blend) ETFs. Commodities
include Gold. Fixed income consists of an array of bond ETFs to manage
interest rate and credit risk. Model portfolios can be mirrored
on FolioInvesting.com using 1-click
re-balance.
|
Good
for
experienced & active investors
|
Retirement Income ETFs
|
36
candidate ETFs are income/dividend generating ETFs. Dividend stocks
have proved to deliver better returns and lower risk in long
term. More on article .
|
Good
for
income, high yield investors
|
Permanent Global Portfolio ETF
Plan
|
11
candidate ETFs are from famed Permanent Portfolio concept for
diversification and hedge purpose. These funds include Gold,
Silver, Swiss Franc, U.S. treasury bonds and stocks.
|
Good
for
investors who are looking for more stable portfolios with
hedging.
|
Vanguard ETFs
|
50
Vanguard extremely low cost ETFs enable to build
low cost diversified portfolios. These portfolios can be
implemented in Vanguard brokerage commission free.
|
Good
for
investors preferring low cost and proven index funds
|
Featured
ETF Plan Performance & Ratings
Latest Featured ETF Tactical Portfolios Performance Comparison >>
Latest Featured ETF Strategic Portfolios Performance Comparison >>
What
to do for your brokerage IRA or taxable investments?
Pick
a plan
from those listed above
Browse
a plan page for :
Plan
Rating:
see PlanRatingIQ
Investment Choices Rankingnew
Fund
Ranking:
compare funds ranking in each category (asset class) in the plan
Model
Portfolios:
browse and compare SAA and TAA model portfolios historical
performance and holdings
Follow/customize
SAA or TAA model portfolios tailored to
your own personal risk tolerance
Manage
your own brokerage account :
your
followed or customized portfolios are updated
daily.
You will
receive regular monthly or quarterly re-balance
emails for these portfolios.
You then
use the re-balance/holdings information to make transactions in your brokerage
account.
Not sure how
to start?
follow Step by Step
Guide>>
Asset
Allocation Model Portfolios
Each
plan has Strategic
Asset Allocation (SAA) moderate and
Tactical
Asset Allocation (TAA) moderate
model portfolios. The portfolios' holdings are decided by their strategy's allocation and fund selection from the candidate
funds.
Strategic
Asset Allocation (SAA) :
(Free)
based
on main stream Modern Portfolio Theory that
emphasizes diversification and portfolio re-balancing.
Good
for:
Armchair or beginning investors, prefer mainstream and passive role.
Tactical
Asset Allocation (TAA) :
(Premium: basic subscription
)
based
on major diversified asset trends to dynamically adjust risk assets (such
as stocks) and fixed income (bonds) allocations.
Good
for:
Active or experienced investors, risk averse to avoid loss.
Not clear
on how the strategies work? See More
Details>>
Other
Brokerage Plans:
Brokerage
Specific ETF Portfolios >>
These are brokerage specific
ETF commission free or low commission ETFs portfolios for
Fidelity, Schwab, TDAmeritrade or others.
Brokerage
Mutual Fund Portfolios >>
These are brokerage specific
no load no transaction fee mutual fund plans suggested by brokerages such as
Fidelity, Schwab, TDAmeritrade and others.
Lazy
Portfolios >>
Asset allocation lazy portfolios suggested
by Guru investors such as David Swensen and Fund Advice.
IRA/401K
Brokerage Link Portfolios >>
Automatic IRA, 401K or other retirement plans offer brokerage windows (links) for plan
participants.
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