MyPlanIQ Major Brokerage Investor FolioInvesting Basic Allocation Folios ETF Plan

FolioInvesting Basic Allocation Folios ETF Plan

This Plan is unrated.
Investment Options
Total Available Funds: 5
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE ICF ICF iShares Cohen & Steers Realty Majors
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA iShares MSCI EAFE Index
US EQUITY
LARGE BLEND VTI VTI Vanguard Total Stock Market ETF
MID-CAP BLEND IWR IWR iShares Russell Midcap Index
FIXED INCOME
Intermediate-Term Bond AGG AGG iShares Barclays Aggregate Bond
Total Available Funds: 5
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE ICF ICF iShares Cohen & Steers Realty Majors
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA iShares MSCI EAFE Index
US EQUITY
LARGE BLEND VTI VTI Vanguard Total Stock Market ETF
MID-CAP BLEND IWR IWR iShares Russell Midcap Index
FIXED INCOME
Intermediate-Term Bond AGG AGG iShares Barclays Aggregate Bond
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
REAL ESTATE
REAL ESTATE ICF ICF iShares Cohen & Steers Realty Majors 96% 1 60 0 0.33% 2.83%
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA iShares MSCI EAFE Index 100% 1 60 0 0.33% 2.9%
US EQUITY
LARGE BLEND VTI VTI Vanguard Total Stock Market ETF 96% 1 60 0 0.03% 1.35%
MID-CAP BLEND IWR IWR iShares Russell Midcap Index 94% 1 60 0 0.19% 1.37%
FIXED INCOME
Intermediate-Term Bond AGG AGG iShares Barclays Aggregate Bond 100% 1 60 0 0.03% 3.24%
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*
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*
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*
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.



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