MyPlanIQ
Major Brokerage Investor
MyPlanIQ provides investment model portfolios tailor-made to the following brokerages and mutual fund companies. We only use no load and no transaction fee mutual funds.
Asset Allocation Portfolio Performance
Latest Featured Mutual Fund Tactical Portfolios Performance Comparison
Latest Featured Mutual Fund Strategic - Optimal Portfolios Performance Comparison
Fixed Income Portfolio Performance
Latest Fixed Income Bond Fund Portfolios Performance Comparison
Latest Tax Free Municipal Bond Fund Portfolios Performance Comparison
Conservative Allocation Portfolio Performance
For an alternative way to construct a brokerage specific conservative portfolio, see newsletter January 30, 2017: Brokerage Specific Conservative Portfolios.
Latest Conservative Allocation Fund Portfolios Performance Comparison
Alternative Allocation Portfolio Performance
For alternative allocation portfolios, see newsletter January 25, 2016: Alternative Portfolios Review.