MyPlanIQ Major Brokerage Investor Talmud Strategy 3 Core Asset Index Mutual Funds

Talmud Strategy 3 Core Asset Index Mutual Funds

This Plan is unrated.
Investment Options
Total Available Funds: 4
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index
Others
ROOT CASH CASH
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Market Index
Total Available Funds: 4
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VGSIX Vanguard REIT Index
Others
ROOT CASH CASH
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Market Index
Total Available Funds: 4
  • 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 Vanguard REIT Index 81% 3 60 0 0.12% 3.94%
Others
ROOT CASH CASH 0% 3 60 0 NA 4.14%
FIXED INCOME
Intermediate-Term Bond VBMFX Vanguard Total Bond Market 100% 3 60 0 0.15% 3.15%
US EQUITY
LARGE BLEND VTSMX Vanguard Total Stock Market Index 94% 3 60 0 0.03% 1.26%
Average Expense Ratio: 0.1%
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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 2.1% 15.7% 4.2% 6.8% 6.6% 10.0%

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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 4 funds. It covers 3 major asset classes and 4 minor asset classes. The major asset classes it covers are US Equity, REITs and Fixed Income.

"Let every man divide his money into three parts, and invest a third in land, a third in business and a third let him keep by him in reserve." Talmud, a record of debates among rabbis about Jewish law dating as early as 1200 B.C.

This strategy divides a portfolio into 3 parts: Equity (stocks -- business), Real Estate Invetment Trusts (REITs -- land) and Fixed Income (bonds & cash -- reserve).

This is the index fund version.

 



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