MyPlanIQ Major Brokerage Investor Retirement Income ETFs II

Retirement Income ETFs II

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
DIVERSIFIED EMERGING MKTS DEM iShares MSCI Emerging Markets Index
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate RWX SPDR DJ Wilshire Intl Real Estate
REAL ESTATE ICF iShares Cohen & Steers Realty Majors
INTERNATIONAL EQUITY
Foreign Large Value PID PowerShares Intl Dividend Achievers
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
Others
Equity Energy AMJ JPMorgan Alerian MLP Index ETN
MISCELLANEOUS SECTOR PFF iShares S&P U.S. Preferred Stock Index
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
DIVERSIFIED EMERGING MKTS DEM iShares MSCI Emerging Markets Index
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate RWX SPDR DJ Wilshire Intl Real Estate
REAL ESTATE ICF iShares Cohen & Steers Realty Majors
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
Foreign Large Value PID PowerShares Intl Dividend Achievers
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
Others
Equity Energy AMJ JPMorgan Alerian MLP Index ETN
MISCELLANEOUS SECTOR PFF iShares S&P U.S. Preferred Stock Index
FIXED INCOME
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury
Muni National Short SHM SPDR Lehman Short Term Municipal Bond
Muni National Long MUB iShares S&P National Municipal Bond
Intermediate-Term Bond MBB iShares Barclays MBS Bond
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
WORLD BOND BWX SPDR Lehman Intl Treasury Bond
WORLD BOND WIP SPDR DB Intl Govt Infl-Protected Bon
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond
Long-Term Bond VCLT Vanguard Long-Term Corp Bond Idx ETF
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
Intermediate-Term Bond CORP PIMCO Investment Grade Corp Bd Index ETF
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
Intermediate-Term Bond CIU iShares Barclays Intermediate Credit Bd
Short-Term Bond CSJ iShares Barclays 1-3 Year Credit Bond
US EQUITY
LARGE VALUE DVY iShares Dow Jones Select Dividend Index
LARGE VALUE FVD First Trust Value Line Dividend Index
LARGE VALUE SDY SPDR S&P Dividend
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
MID-CAP VALUE PEY PowerShares HighYield Dividend Achievers
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
Total Available Funds: 36
  • 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
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index 100% 0 60 0 0.7% 2.63%
DIVERSIFIED EMERGING MKTS DEM iShares MSCI Emerging Markets Index 99% 0 60 0 0.63% 5.4%
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF 97% 0 60 0 0.08% 3.51%
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate 100% 0 60 0 0.4% 2.84%
Global Real Estate RWX SPDR DJ Wilshire Intl Real Estate 98% 0 60 0 0.59% 4.27%
REAL ESTATE ICF iShares Cohen & Steers Realty Majors 96% 0 60 0 0.33% 2.83%
REAL ESTATE VNQ Vanguard REIT Index ETF 95% 0 60 0 0.12% 4.08%
INTERNATIONAL EQUITY
Foreign Large Value PID PowerShares Intl Dividend Achievers 99% 0 60 0 0.53% 3.36%
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx 92% 0 60 0 0.51% 6.63%
Others
Equity Energy AMJ JPMorgan Alerian MLP Index ETN 53% 0 60 0 0.85% 6.67%
MISCELLANEOUS SECTOR PFF iShares S&P U.S. Preferred Stock Index 32% 0 60 0 0.46% 6.39%
FIXED INCOME
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury 100% 0 60 0 0.15% 3.01%
Muni National Short SHM SPDR Lehman Short Term Municipal Bond 99% 0 60 0 0.2% 1.2%
Muni National Long MUB iShares S&P National Municipal Bond 99% 0 60 0 0.05% 2.69%
Intermediate-Term Bond MBB iShares Barclays MBS Bond 99% 0 60 0 0.04% 3.54%
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond 98% 0 60 0 0.15% 2.48%
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond 98% 0 60 0 0.15% 3.11%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond 97% 0 60 0 0.19% 2.76%
WORLD BOND BWX SPDR Lehman Intl Treasury Bond 97% 0 60 0 0.35% 1.72%
WORLD BOND WIP SPDR DB Intl Govt Infl-Protected Bon 95% 0 60 0 0.5% 6.4%
Emerging Markets Bond PCY PowerShares Emerging Mkts Sovereign Debt 95% 0 60 0 0.5% 6.7%
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd 94% 0 60 0 0.49% 5.79%
Emerging Markets Bond EMB iShares JPMorgan USD Emerg Markets Bond 94% 0 60 0 0.39% 4.84%
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond 91% 0 60 0 0.15% 3.59%
Long-Term Bond VCLT Vanguard Long-Term Corp Bond Idx ETF 91% 0 60 0 0.04% 4.62%
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond 64% 0 60 0 0.14% 4.15%
Intermediate-Term Bond CORP PIMCO Investment Grade Corp Bd Index ETF 59% 0 60 0 0.2% 4.12%
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 36% 0 60 0 0.04% 3.02%
Intermediate-Term Bond CIU iShares Barclays Intermediate Credit Bd 5% 0 60 0 0.2% 1.8%
Short-Term Bond CSJ iShares Barclays 1-3 Year Credit Bond 0% 0 60 0 0.2% 1.27%
US EQUITY
LARGE VALUE DVY iShares Dow Jones Select Dividend Index 100% 0 60 0 0.38% 3.84%
LARGE VALUE FVD First Trust Value Line Dividend Index 95% 0 60 0 0.65% 2.31%
LARGE VALUE SDY SPDR S&P Dividend 94% 0 60 0 0.35% 2.62%
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF 94% 0 60 0 0.08% 3.01%
MID-CAP VALUE PEY PowerShares HighYield Dividend Achievers 93% 0 60 0 0.52% 4.57%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 93% 0 60 0 0.08% 1.8%
Average Expense Ratio: 0.32%
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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 0.3% 7.1% 1.7% 4.0% 5.4% 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.


Description
The plan consists of 36 funds. It covers 5 major asset classes and 21 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, REITs, Fixed Income and Emerging Market Equity.

This plan is designed for high income producing purpose: high dividend (yield) stock ETFs are chosen for both US stocks and international stocks asset classes. For emerging market, we use WisdomTree Emerging Market Dividend ETF (DEM).

We also decide to add sector fund JPMorgan MLPs (AMJ) to increase yield.



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