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Brokerage Specific Mutual Funds Portfolios

The following brokerage specific plans are based on brokerage suggested mutual funds. Brokerages such as Fidelity, Charles Schwab or TD Ameritrade recommend a certain set of mutual funds which are usually no load and no transaction fee. 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 mutual funds suggested by brokerages.


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

 

Schwab OneSource Select List Funds

Schwab updates quarterly OneSource Select mutual funds (about 150 funds) that cover 6 major asset classes: US Equity, Foreign Equity, Emerging Market Equity, Fixed Income, REITs and Commodities. These No Load and No Transaction Fee funds are picked by Schwab experts and have 90 days minimum holding periods.

Good for Schwab clients

Fidelity Extended Fund Picks

Fidelity provides a list of funds called Fidelity Fund Picks. Since Fidelity Fund Picks only cover 4 major asset classes: Fixed Income, US Equity, Foreign Equity, and REITs, we have decided to add additional No Load No Transaction fee funds to cover two other missing asset classes: Emerging market stocks and commodities. Most of Fidelity funds in this plan now have 60 days minimum holding periods. See here for Fidelity Fund Picks plan.

Good for Fidelity clients. Fidelity recently changed minimum holding periods of many funds in the plan to 60 days that improves portfolio performance.

TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan

TD Ameritrade Premier List No Transaction Fee Mutual Fund Plan consists of No Transaction Fee funds from the Premier List of Funds suggested by TD Ameritrade and Morningstar Associates. It covers 6 major asset classes: Emerging Market Equity, Foreign Equity, Fixed Income, US Equity, Commodity and REITs. It has 90 days minimum holding periods.

Good for TD Ameritrade clients.

Schwab Income Mutual Fund Select List

27 Schwab selected income funds cover 4 major asset classes: US Equity, Fixed Income, Foreign Equity and REITs. It has 90 day minimum holding periods.

Good for Schwab clients looking for income and stability.

Etrade All Star Funds

72 Etrade Suggested No Load No Transaction Fee Funds cover 5 major asset classes: US Equity, Fixed Income, Emerging Market Equity, Foreign Equity and REITs. It has 90 day minimum holding periods.

Good for ETrade clients.

 

Brokerage Specific Mutual Fund Plan Performance

Latest Featured ETF Tactical Portfolios Performance Comparison

Latest Featured ETF Strategic - Optimal Portfolios 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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