Overview & Featured ETF Portfolios | Fixed Income Bond Fund Portfolios |
Conservative Allocation Fund Portfolios | Brokerage Specific ETF Portfolios |
Brokerage Mutual Fund Portfolios | Lazy Portfolios |
Overview & Featured ETF Portfolios
MyPlanIQ has over hundreds of ETF/mutual fund based investment plans for brokerage account investments including IRAs (Individual Retirement Accounts) and taxable accounts.
Similar to a 401k plan, an ETF or mutual fund plan consists of a list of selected candidate funds.
Featured ETF Plans
These 5 plans represent some of our best ideas. They can be implemented in any brokerage account.
Simpler Is Better (SIB): 6 low cost candidate index ETFs representing 6 major asset classes: U.S. stocks, international developed country stocks, emerging market stocks, U.S. Real Estate Investment Trusts (REITs), commodities and U.S. total bond markets. Focuses on asset allocation & diversification. |
Good for beginners and those preferring simplicity |
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35 candidate ETFs provide ample opportunities for diversification and fund selection (style or sector rotation) in each asset class. U.S. stocks include 9 style (large|mid-cap|small-cap value|growth|blend) ETFs. Commodities include Gold. Fixed income consists of an array of bond ETFs to manage interest rate and credit risk. Model portfolios can be mirrored on FolioInvesting.com using 1-click re-balance. |
Good for experienced & active investors |
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36 candidate ETFs are income/dividend generating ETFs. Dividend stocks have proved to deliver better returns and lower risk in long term. More on article . |
Good for income, high yield investors |
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11 candidate ETFs are from famed Permanent Portfolio concept for diversification and hedge purpose. These funds include Gold, Silver, Swiss Franc, U.S. treasury bonds and stocks. |
Good for investors who are looking for more stable portfolios with hedging. |
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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 |
Featured ETF 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.