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My Long term Investment Model Portfolios

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Investment Options
Total Available Funds: 12
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PSR PSR
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC
Others
EQUITY COWZ COWZ
Industrials IYT IYT
Consumer Cyclical RTH RTH
US EQUITY
MID-CAP VALUE IWS IWS
LARGE VALUE FVD FVD
Total Available Funds: 12
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE PSR PSR
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC
Others
EQUITY COWZ COWZ
Industrials IYT IYT
Consumer Cyclical RTH RTH
Technology SMH SMH
Health IHI IHI
Industrials ITA ITA
Health PJP PJP
Communications VOX VOX
US EQUITY
MID-CAP VALUE IWS IWS
LARGE VALUE FVD FVD
Total Available Funds: 12
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
REAL ESTATE
REAL ESTATE PSR PSR 94% 3 60 0 0.35% 1.51%
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC 94% 3 60 0 0.85% 4.88%
Others
EQUITY COWZ COWZ 99% 3 60 0 NA 0.86%
Industrials IYT IYT 94% 3 60 0 0.4% 1.14%
Consumer Cyclical RTH RTH 94% 3 60 0 0.35% 0.84%
Technology SMH SMH 93% 3 60 0 0.35% 0.42%
Health IHI IHI 88% 3 60 0 0.4% 0.5%
Industrials ITA ITA 87% 3 60 0 0.4% 0.81%
Health PJP PJP 83% 3 60 0 0.57% 0.51%
Communications VOX VOX 80% 3 60 0 0.1% 1.28%
US EQUITY
MID-CAP VALUE IWS IWS 99% 3 60 0 0.23% 1.67%
LARGE VALUE FVD FVD 94% 3 60 0 0.65% 2.4%
Average Expense Ratio: 0.42%
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Model Portfolios

Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click to Create Model Portfolio

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
This plan consists of 12 funds, some of them are: COWZ, PSR, VOX, IWS, IHI, DBC.
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