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Conservative Allocation Fund Portfolios

The following portfolios are for conservative investors. They are customized specifically for major brokerages. They only use no load and no transaction fee low minimum requirement funds available in a brokerage.


These portfolios select one or two top performing funds each month. However, a fund will not be sold until it has been held for at least its minimum holding period.


To make sure a mutual fund based model portfolio in sync with your own account to satisfy fund minimum holding period requirement, please customize a new portfolio instead of following a portfolio.

 



Conservative Allocation Fund Portfolios

These portfolios are customized to each major brokerage.

Fidelity Conservative Fund Upgrade

We periodically monitor less than a dozen of high quality conservative allocation funds available in Fidelity. The portfolio further chooses top funds from the screened candidate funds to invest monthly.

For Fidelity

Schwab Conservative Fund Upgrade

We periodically monitor less than a dozen of high quality conservative allocation funds available in Schwab. The portfolio further chooses top funds from the screened candidate funds to invest monthly.

For Schwab

TDAmeritrade Conservative Fund Upgrade

We periodically monitor less than a dozen of high quality conservative allocation funds available in TD Ameritrade. The portfolio further chooses top funds from the screened candidate funds to invest monthly. NOTE: these funds have 6 month minimum holding period requirement.

For TD Ameritrde

ETrade Conservative Fund Upgrade Plan

We periodically monitor less than a dozen of high quality conservative allocation funds available in Etrade. The portfolio further chooses top funds from the screened candidate funds to invest monthly. NOTE: these funds have 3 month minimum holding period requirement.

For Etrade

Latest Portfolio Performance

Returns (AR: Annualized Return) include dividend/interest reinvested.
More detailed portfolio info.


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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