MyPlanIQ Model Portfolios at 
MyPlanIQ offers the following model portfolios at Folio Investing. Folio Investing is an online brokerage designed to make it easy and inexpensive to own and manage your own investment portfolio. They offer one-click portfolio buying, selling and rebalancing, as well as a flat fee for unlimited window trading and fractional share/dollar based investing.
To invest in these portfolios, just open an account at Folio Investing using one of the links below. Once open and funded, you will be able to rebalance to the target allocations in the model portfolios below.
MyPlanIQ offers two types of model portfolios:
- Strategic Allocation Model Portfolios using MyPlanIQ SAA (Strategic Asset Allocation) strategy. Any MyPlanIQ registered user can access these portfolios real time free of charge.
- Tactical Allocation Model Portfolios using MyPlanIQ TAA (Tactical Asset Allocation) strategy. To access these portfolios real time, you need to be a MyPlanIQ subscriber.
These portfolios are customized model portfolios using ETFs in MyPlanIQ Allocation Folio Plan. Please visit the plan page for more information on ETFs used. The portfolios have the following five different risk profiles:
- Very Conservative: Risk profile 80. Target Allocations: 20% risk assets and 80% fixed income.
- Conservative: Risk profile 60. Target Allocations: 40% risk assets and 60% fixed income.
- Balanced: Risk profile 50. Target Allocations: 50% risk assets and 50% fixed income.
- Moderate: Risk profile 40. Target Allocations: 60% risk assets and 40% fixed income.
- Growth: Risk profile 20. Target Allocations: 80% risk assets and 20% fixed income.
Investors should pay close attention to choosing an appropriate risk profile before deciding what model portfolios to follow.
MyPlanIQ Strategic Allocation Model Portfolios on FolioInvesting.com
| Name | Access FolioInvesting | Last Rebalance Date | 1 Year Sharpe(%) | 1 Year AR(%) | 3 Year Sharpe(%) | 3 Year AR(%) | 5 Year Sharpe(%) | 5 Year AR(%) |
|---|---|---|---|---|---|---|---|---|
| MyPlanIQ SAA Growth | Goto FolioInvesting | 04/01/2024 | 59.55% | 9.06% | 16.8% | 4.13% | 47.67% | 7.99% |
| MyPlanIQ SAA Moderate | Goto FolioInvesting | 04/01/2024 | 57.5% | 7.9% | 11.1% | 3.22% | 42.83% | 6.16% |
| MyPlanIQ SAA Balanced | Goto FolioInvesting | 04/01/2024 | 52.13% | 6.99% | 6.85% | 2.75% | 39.34% | 5.22% |
| MyPlanIQ SAA Conservative | Goto FolioInvesting | 04/01/2024 | 47.63% | 6.35% | -3.4% | 2.01% | 35.04% | 4.38% |
| MyPlanIQ SAA VCons | Goto FolioInvesting | 04/01/2024 | 39% | 5.32% | -22.98% | 1.2% | 16.32% | 2.49% |
MyPlanIQ Tactical Allocation Model Portfolios on FolioInvesting.com
Need to be a MyPlanIQ subscriber to see real time portfolio holdings
| Name | Access FolioInvesting | Last Rebalance Date | 1 Year Sharpe(%) | 1 Year AR(%) | 3 Year Sharpe(%) | 3 Year AR(%) | 5 Year Sharpe(%) | 5 Year AR(%) |
|---|---|---|---|---|---|---|---|---|
| MyPlanIQ TAA Growth | Goto FolioInvesting | 04/01/2024 | 31.51% | 7.16% | 26.64% | 5.12% | 55.47% | 7.7% |
| MyPlanIQ TAA Moderate | Goto FolioInvesting | 04/01/2024 | 9.79% | 4.64% | 17.82% | 3.8% | 51.72% | 6.28% |
| MyPlanIQ TAA Balanced | Goto FolioInvesting | 04/01/2024 | -4.35% | 3.45% | 30.76% | 4.87% | 58.57% | 6.64% |
| MyPlanIQ TAA Conservative | Goto FolioInvesting | 04/01/2024 | -23.86% | 2.12% | -1.37% | 2.13% | 42.71% | 4.72% |
| MyPlanIQ TAA VCons | Goto FolioInvesting | 04/01/2024 | -71.97% | -0.36% | -8.87% | 1.71% | 34.51% | 3.75% |
Disclosure: Securities products and services offered through FOLIOfn Investments, Inc. Member FINRA/SIPC.