MyPlanIQ Major Brokerage Investor FundAdvice Ultimate Buy and Hold Lazy Portfolio

FundAdvice Ultimate Buy and Hold Lazy Portfolio

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX VGSIX (Vanguard REIT Index)
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX (Vanguard Emerging Mkts Stock Idx)
INTERNATIONAL EQUITY
Foreign Large Value VTRIX VTRIX (Vanguard International Value)
Foreign Large Blend VDMIX VDMIX (Vanguard Developed Markets Index)
FIXED INCOME
SHORT GOVERNMENT VFISX VFISX (Vanguard Short-Term Treasury)
Inflation-Protected Bond VIPSX VIPSX (Vanguard Inflation-Protected Secs)
Intermediate Government VFITX VFITX (Vanguard Interm-Term Treasury)
US EQUITY
SMALL VALUE VISVX VISVX (Vanguard Small Cap Value Index)
SMALL BLEND NAESX NAESX (Vanguard Small Cap Index)
LARGE BLEND VFINX VFINX (Vanguard 500 Index Investor)
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX VGSIX (Vanguard REIT Index)
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX (Vanguard Emerging Mkts Stock Idx)
INTERNATIONAL EQUITY
Foreign Large Value VTRIX VTRIX (Vanguard International Value)
Foreign Large Blend VDMIX VDMIX (Vanguard Developed Markets Index)
FIXED INCOME
SHORT GOVERNMENT VFISX VFISX (Vanguard Short-Term Treasury)
Inflation-Protected Bond VIPSX VIPSX (Vanguard Inflation-Protected Secs)
Intermediate Government VFITX VFITX (Vanguard Interm-Term Treasury)
US EQUITY
SMALL VALUE VISVX VISVX (Vanguard Small Cap Value Index)
SMALL BLEND NAESX NAESX (Vanguard Small Cap Index)
LARGE BLEND VFINX VFINX (Vanguard 500 Index Investor)
LARGE VALUE VIVAX VIVAX (Vanguard Value Index)
Total Available Funds: 11
  • 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 VGSIX VGSIX (Vanguard REIT Index) 81% 1 60 0 0.12% 3.94%
Emerging Market
DIVERSIFIED EMERGING MKTS VEIEX VEIEX (Vanguard Emerging Mkts Stock Idx) 99% 1 60 0 0.08% 3.29%
INTERNATIONAL EQUITY
Foreign Large Value VTRIX VTRIX (Vanguard International Value) 99% 1 60 0 0.39% 2.76%
Foreign Large Blend VDMIX VDMIX (Vanguard Developed Markets Index) 0% 1 60 0 0.2% 0%
FIXED INCOME
SHORT GOVERNMENT VFISX VFISX (Vanguard Short-Term Treasury) 100% 1 60 0 0.1% 4.13%
Inflation-Protected Bond VIPSX VIPSX (Vanguard Inflation-Protected Secs) 98% 1 60 0 0.07% 4.24%
Intermediate Government VFITX VFITX (Vanguard Interm-Term Treasury) 97% 1 60 0 0.2% 3.38%
US EQUITY
SMALL VALUE VISVX VISVX (Vanguard Small Cap Value Index) 100% 1 60 0 0.06% 1.97%
SMALL BLEND NAESX NAESX (Vanguard Small Cap Index) 99% 1 60 0 0.03% 1.4%
LARGE BLEND VFINX VFINX (Vanguard 500 Index Investor) 98% 1 60 0 0.14% 1.27%
LARGE VALUE VIVAX VIVAX (Vanguard Value Index) 96% 1 60 0 0.05% 2.23%
Average Expense Ratio: 0.13%
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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 1.8% 12.3% 2.2% 5.2% 4.2% 7.1%

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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*
Fund Advice Ultimate Buy and Hold Lazy Portfolio 1.1% 7.5% 0.1% 3.6% 3.0%
Description
The plan consists of 11 funds. It covers 5 major asset classes and 11 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, Fixed Income and REITs.

FundAdvice Ultimate Buy and Hold Portfolio is a long running portfolio that is tracked on MarketWatch.com'slazy portfolios, maintained by Paul Farrel. The portfolio was proposed by Paul Merriman, who has been an advocate on asset allocation and some actively managed strategies. 

The portfolio consists of the following index funds:

Vanguard Int-Tm Trs;Inv 20%
Vanguard Sh-Tm Trs;Inv 12%
Vanguard Intl Val;Inv 12%
Vanguard Dev Mkts;Inv 12%
Vanguard Infl-Prot;Inv 8%
Vanguard Sm-Cp Idx;Inv 6%
Vanguard SC Val I;Inv 6%
Vanguard Value Idx;Inv 6%
Vanguard 500 Index;Inv 6%
Vanguard EM St Id;Inv 6%
Vanguard REIT Idx;Inv 6%

Notably, the portfolio is very diversified in equity asset classes. However, corporate bonds are missing.

We use the above funds to construct this plan: i.e. the above funds are used as candidate funds. Model portfolios are then generated using MyPlanIQ's asset allocations strategies.  For the purpose of comparison, model portfolios in this plan should be compared with Fund Advice Ultimate Buy and Hold Lazy Portfolio that is rebalanced annually.


 



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