MyPlanIQ Major Brokerage Investor CNBC Model ETF Diversified Global Core Portfolio

CNBC Model ETF Diversified Global Core Portfolio

This Plan is unrated.
Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU (Vanguard FTSE All-World ex-US ETF)
PACIFIC/ASIA EX-JAPAN STK GXC GXC (SPDR S&P China)
Others
Currency DBV DBV (PowerShares DB G10 Currency Harvest)
ROOT CASH Money Market
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC (PowerShares DB Commodity Idx Trking Fund)
FIXED INCOME
Intermediate-Term Bond BND BND (Vanguard Total Bond Market ETF)
WORLD BOND BWX BWX (SPDR Lehman Intl Treasury Bond)
Long-Term Bond LQD LQD (iShares iBoxx $ Invest Grade Corp Bond)
US EQUITY
LARGE BLEND IWV IWV (iShares Russell 3000 Index)
Total Available Funds: 9
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU (Vanguard FTSE All-World ex-US ETF)
PACIFIC/ASIA EX-JAPAN STK GXC GXC (SPDR S&P China)
Others
Currency DBV DBV (PowerShares DB G10 Currency Harvest)
ROOT CASH Money Market
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC (PowerShares DB Commodity Idx Trking Fund)
FIXED INCOME
Intermediate-Term Bond BND BND (Vanguard Total Bond Market ETF)
WORLD BOND BWX BWX (SPDR Lehman Intl Treasury Bond)
Long-Term Bond LQD LQD (iShares iBoxx $ Invest Grade Corp Bond)
US EQUITY
LARGE BLEND IWV IWV (iShares Russell 3000 Index)
Total Available Funds: 9
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
Foreign Large Blend VEU VEU (Vanguard FTSE All-World ex-US ETF) 97% 1 60 0 0.08% 3.27%
PACIFIC/ASIA EX-JAPAN STK GXC GXC (SPDR S&P China) 85% 1 60 0 0.59% 3.84%
Others
Currency DBV DBV (PowerShares DB G10 Currency Harvest) 100% 1 60 0 0.75% 892.79%
ROOT CASH Money Market 0% 1 60 0 NA 4.14%
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC (PowerShares DB Commodity Idx Trking Fund) 94% 1 60 0 0.85% 4.95%
FIXED INCOME
Intermediate-Term Bond BND BND (Vanguard Total Bond Market ETF) 99% 1 60 0 0.15% 3.19%
WORLD BOND BWX BWX (SPDR Lehman Intl Treasury Bond) 97% 1 60 0 0.35% 1.72%
Long-Term Bond LQD LQD (iShares iBoxx $ Invest Grade Corp Bond) 64% 1 60 0 0.14% 4.15%
US EQUITY
LARGE BLEND IWV IWV (iShares Russell 3000 Index) 96% 1 60 0 0.2% 1.22%
Average Expense Ratio: 0.39%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click for Portfolio Details or Follow 1.0% 9.4% 3.8% 6.4% 3.8%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Other Related Portfolios YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
CNBC Model ETF Diversified Global Core Portfolio 0.5% -6.0% 6.3% 2.0% 3.2%
Description(Ticker:CNBC)
The plan consists of 9 funds. It covers 5 major asset classes and 8 minor asset classes. The major asset classes it covers are Foreign Equity, US Equity, Emerging Market Equity, Fixed Income and Commodity.

 

CNBC Bob Pisani asked three ETF experts--Matt Hougan from IndexUniverse, Tom Lydon from ETF Trends, and Jim Lowell -- to assemble several different Model ETF Portfolios. They came up with six Model ETF Portfolios, all reflecting different sentiments on the direction of stocks and the global economy.This plan is based on the ETFs in their Diversified Global Core portfolio. The portfolios started in real time on May 19, 2010.

The following funds in the original CNBC Diversified Global Core portfolio intend to cover five major asset classes tilted to some narrower themes

  • US Equity: iShares Russell 3000 (IWV) for U.S. large cap
  • Foreign Equity: Vanguard FTSE All-World ex-US ETF (VEU) for developed country stocks
  • Emerging Market: SPDR S&P China (GXC) for Chinese stocks
  • Commodities: PowerShares DB Commodity Idx Trking Fund (DBC) for broad base commodities
  • Fixed Income: Vanguard Total Bond Market (BND) for broad base U.S. bonds, iShares iBoxx $ Invest Grade Corp Bond (LQD) for U.S. investment grade corporate bonds and SPDR Lehman Intl Treasury Bond (BWX) for international bonds
  • Alternative: PowerShares DB G10 Currency Harvest (DBV) for carry trade based currency trading to hedge against U.S. dollar depreciation.

 

Please compare the model portfolios in this plan with the proposed portfolio (live on CNBC now) MyPlanIQ indedpently tracks.



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