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Brokerage Specific ETF Portfolios

The following brokerage specific plans are based on brokerage suggested ETFs. Brokerages such as Fidelity, Charles Schwab or TD Ameritrade allow certain ETFs traded commission free in their users' accounts. Sometimes, they also suggested certain ETFs for their clients. These plans can be implemented in both IRA and taxable investment accounts.


Similar to a 401k plan, these plans consist of a list of candidate ETFs suggested by brokerages.


Two model portfolios are provided for each plan. See here for more details.

 

Fidelity Commission Free ETFs

Fidelity clients can trade 30 commission free iShares ETFs that cover 5 major asset classes: US Equity, Foreign Equity, Emerging Market Equity, Fixed Income and REITs. iShares ETFs are the oldest liquid ETFs. Compared with Vanguard and Schwab ETFs, however, their expenses are usually higher. The only missing major asset is a commodity ETF.

Good for Fidelity clients

Schwab Commission Free ETFs

Schwab provides 14 commission free ETFs that cover 5 major asset classes and 14 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Foreign Equity, Emerging Market Equity and REITs. These ETFs have some lowest expense ratios, rivaling or bettering Vanguard ETFs.

Good for Schwab Clients or anyone preferring low cost ETFs

TD Ameritrade Commission Free ETFs

TD Ameritrade's 101 commission free ETFs are the most comprehensive in terms of diversification. It covers 6 major asset classes and 44 minor asset classes. The major asset classes it covers are Emerging Market Equity, Foreign Equity, Fixed Income, US Equity, Commodity and REITs. However, some of ETFs are country specific ETFs or commodity subsector ETFs. This can result in higher volatility of a portfolio.

Good for TD Ameritrade clients who are more experienced.

Vanguard ETFs

50 Vanguard extremely low cost ETFs enable to build low cost diversified portfolios. These portfolios can be implemented in Vanguard brokerage commission free.

Good for investors preferring low cost and proven index funds as long as they have low ETF trading commissions.

Etrade All Star ETFs

Etrade suggested these 40 ETFs that cover 5 major asset classes US Equity, Fixed Income, Emerging Market Equity, Foreign Equity and REITs. They are a mixed of Vanguard, iShares and SPDR ETFs. These ETFs are NOT commission free in an ETrade account.

Good for Etrade clients who trust their brokerage's suggestion.

Schwab ETF Select List

Similar to Schwab OneSource Select mutual funds, Schwab suggested these 49 ETFs that cover 6 major asset classes US Equity, Fixed Income, Emerging Market Equity, Foreign Equity, REITs and Commodities. They are Schwab's experts??? top picks of low-cost ETFs based on rigorous criteria including expenses, tracking error, trading volume, and more These ETFs are NOT commission free in a Schwab account.

Good for Schwab clients or anyone who trust Schwab's expertise.

 

Brokerage Specific ETF Plan Performance

Latest Brokerage Specific ETF Tactical Portfolio Performance Comparison

Latest Brokerage Specific ETF Strategic Optimal Portfolio Performance Comparison


What to do for your brokerage IRA or taxable investments?

Pick a plan from those listed above

Browse a plan page for :

Plan Rating: see PlanRatingIQ Investment Choices Rankingnew

Fund Ranking: compare funds ranking in each category (asset class) in the plan

Model Portfolios: browse and compare SAA and TAA model portfolios historical performance and holdings

Follow/customize SAA or TAA model portfolios tailored to your own personal risk tolerance

Manage your own brokerage account :

your followed or customized portfolios are updated daily.

You will receive regular monthly or quarterly re-balance emails for these portfolios.

You then use the re-balance/holdings information to make transactions in your brokerage account.


Not sure how to start? follow Step by Step Guide>>


Asset Allocation Model Portfolios

Each plan has Strategic Asset Allocation (SAA) moderate and Tactical Asset Allocation (TAA) moderate model portfolios. The portfolios' holdings are decided by their strategy's allocation and fund selection from the candidate funds.

Strategic Asset Allocation (SAA) : (Free)

based on main stream Modern Portfolio Theory that emphasizes diversification and portfolio re-balancing.

Good for: Armchair or beginning investors, prefer mainstream and passive role.

Tactical Asset Allocation (TAA) : (Premium: basic subscription )

based on major diversified asset trends to dynamically adjust risk assets (such as stocks) and fixed income (bonds) allocations.

Good for: Active or experienced investors, risk averse to avoid loss.


Not clear on how the strategies work? See More Details>>


Other Brokerage Plans:

Brokerage Specific ETF Portfolios >>
These are brokerage specific ETF commission free or low commission ETFs portfolios for Fidelity, Schwab, TDAmeritrade or others.

Brokerage Mutual Fund Portfolios >>
These are brokerage specific no load no transaction fee mutual fund plans suggested by brokerages such as Fidelity, Schwab, TDAmeritrade and others.

Lazy Portfolios >>
Asset allocation lazy portfolios suggested by Guru investors such as David Swensen and Fund Advice.

IRA/401K Brokerage Link Portfolios >>
Automatic IRA, 401K or other retirement plans offer brokerage windows (links) for plan participants.

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