Investment Plans for Brokerage Accounts (IRA or Taxable)
Featured ETF Plans
Applicable to ALL brokerage accounts
New: Schwab ETF Select List by Our Expert User
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Featured Brokerage Specific Mutual Fund Plans
Only Applicable to Specific Brokerages Using No Load No Transaction Fee Mutual Funds
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Click Here for More Brokerage Investment Plans and Details
NOTE:
- Plan: a list of funds such as ETFs or mutual funds
- Strategies:
- Strategic Asset Allocation (SAA): long term buy and hold with periodic re-balance
- Tactical Asset Allocation (TAA): dynamic changing asset mixes to avoid big loss and improve returns
- Model Portfolios: built by SAA or TAA for various risk profiles (Growth, Moderate, Conservative).
- TAA 5 Yr Return Annualized: TAA Moderate model portfolio's 5 yr annualized returns
- Plan Rating: Rates effectiveness of plan investment choices
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