MyPlanIQ Major Brokerage Investor Amerivest Guided Portfolios Based ETF Plan

Amerivest Guided Portfolios Based ETF Plan

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH GWX SPDR S&P International Small Cap
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Intermediate-Term Bond MBB iShares Barclays MBS Bond
US EQUITY
LARGE VALUE VTV Vanguard Value ETF
LARGE GROWTH VUG Vanguard Growth ETF
Small Growth VBK Vanguard Small Cap Growth ETF
Total Available Funds: 20
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH GWX SPDR S&P International Small Cap
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Intermediate-Term Bond MBB iShares Barclays MBS Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
Long-Term Bond BLV Vanguard Long-Term Bond Index ETF
US EQUITY
LARGE VALUE VTV Vanguard Value ETF
LARGE GROWTH VUG Vanguard Growth ETF
Small Growth VBK Vanguard Small Cap Growth ETF
SMALL BLEND IWC iShares Russell Microcap Index
SMALL VALUE VBR Vanguard Small Cap Value ETF
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF
Total Available Funds: 20
  • 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 VNQ Vanguard REIT Index ETF 95% 0 60 0 0.12% 4.08%
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF 97% 0 60 0 0.08% 3.51%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH GWX SPDR S&P International Small Cap 97% 0 60 0 0.4% 2.68%
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF 97% 0 60 0 0.08% 3.27%
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking 94% 0 60 0 0.85% 4.95%
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF 99% 0 60 0 0.07% 3.22%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 99% 0 60 0 0.07% 2.56%
Intermediate-Term Bond MBB iShares Barclays MBS Bond 99% 0 60 0 0.04% 3.54%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond 97% 0 60 0 0.19% 2.76%
WORLD BOND BWX SPDR Barclays Capital Intl Treasury Bond 97% 0 60 0 0.35% 1.72%
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond 94% 0 60 0 0.39% 4.84%
High Yield Bond JNK SPDR Barclays Capital High Yield Bond 94% 0 60 0 0.4% 6.43%
Long-Term Bond BLV Vanguard Long-Term Bond Index ETF 84% 0 60 0 0.04% 4.3%
US EQUITY
LARGE VALUE VTV Vanguard Value ETF 100% 0 60 0 0.05% 2.35%
LARGE GROWTH VUG Vanguard Growth ETF 99% 0 60 0 0.04% 0.53%
Small Growth VBK Vanguard Small Cap Growth ETF 98% 0 60 0 0.07% 0.64%
SMALL BLEND IWC iShares Russell Microcap Index 98% 0 60 0 0.6% 1.15%
SMALL VALUE VBR Vanguard Small Cap Value ETF 98% 0 60 0 0.06% 2.08%
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF 97% 0 60 0 0.19% 0.68%
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF 94% 0 60 0 0.19% 2.22%
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 0.5% 6.4% 3.0% 5.9% 3.9% 6.1%

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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*
Amerivest Guided Portfolio Growth 1.6% 13.2% 2.3% 7.7% 7.0%
Amerivest Guided Portfolios Based ETF Plan Tactical Asset Allocation Growth -1.1% -0.1% 1.6% 6.8% 3.0%
Description
The plan consists of 20 funds. It covers 6 major asset classes and 19 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs, Commodity and Fixed Income.

This plan uses the ETFs to represent assets in Amerivest Guided Portfolios. The following is an excerpt from Amerivest website:

Amerivest Guided Portfolios

A disciplined approach to investment management

With trusted guidance from professionals, you can pursue your financial goals with confidence. An Amerivest Guided Portfolio provides investment management by offering

  • A diversified managed portfolio of no-load mutual funds or exchange traded funds (ETFs), carefully selected by investment professionals at Morningstar Associates.
  • The ability to stay focused on your goals while Amerivest provides ongoing investment management and rebalancing with the mutual funds or ETFs chosen by Morningstar Associates' investment professionals.

This plan uses the asset classes in a guided portfolio such as the balanced portfolio:

Target Allocation


For more detailed info on Amerivest guided portfolios, please refer to the links above.


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