MyPlanIQ
Major Brokerage Investor
Firstrade Commission Free ETFs
Investment Options
| Total Available Funds: | 10 |
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| Total Available Funds: | 10 |
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| Total Available Funds: | 10 |
- 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: 0.21%
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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 | 2.3% | 13.2% | 4.3% | 7.9% | 3.2% | 4.5% |
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| 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 | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
* 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.
Description
The plan consists of 10 funds. It covers 4 major asset classes and 9 minor asset classes. The major asset classes it covers are Fixed Income, Commodity, Emerging Market Equity and US Equity.
Online brokerage Firstrade offers 10 commission free ETFs for its clients.
In this plan, the minimum holding period for each fund is set to be 1 month, which is equivalent to 30 days.
See the official Firstrade offering for more details.
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