MyPlanIQ
Major Brokerage Investor
FolioInvesting Basic Allocation Folios ETF Plan
Investment Options
Total Available Funds: | 5 |
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Total Available Funds: | 5 |
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Total Available Funds: | 5 |
- 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 | |||||||||||||||||||||||||||
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Average Expense Ratio: 0.18%
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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* |
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Click for Portfolio Details or Follow | 4.0% | 14.6% | 4.6% | 4.5% | 3.8% | 7.7% | |
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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* |
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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.
** 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* |
FolioInvesting Long Term Moderate ETF Folio | 4.7% | 18.1% | 3.3% | 6.0% | 3.4% |
Description
The plan consists of 5 funds. It covers 4 major asset classes and 5 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity, REITs and US Equity.
This plan consists of five ETFs that are used for FolioInvesting.com's Basic Allocation Folios. See this link on Long Term Moderate ETF Folio. MyPlanIQ also independently maintains this portfolio here. It has 70% risk assets, 30% fixed income allocation and we assume quarterly rebalancing. This portfolio should be compared with the moderate model portfolios that have 60% risk assets and 40% fixed income allocation.
In the ETFs below, a noticeable asset class missing is the emerging market.
Asset Class | Ticker | Name | |||
Intermediate-Term Bond | AGG | iShares Barclays Aggregate Bond | |||
Foreign Large Blend | EFA | iShares MSCI EAFE Index | |||
REAL ESTATE | ICF | iShares Cohen & Steers Realty Majors | |||
MID-CAP BLEND | IWR | iShares Russell Midcap Index | |||
LARGE BLEND | VTI | Vanguard Total Stock Market ETF |
The Basic Allocation Folios inception dates are 10/7/2005.