MyPlanIQ
Major Brokerage Investor
Six Core Asset ETFs
Investment Options
| Total Available Funds: | 6 |
| Asset Class | Ticker | Description | Rating | ||||||||
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| Total Available Funds: | 6 |
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| Total Available Funds: | 6 |
- 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 | ||||||||||||||||||
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Average Expense Ratio: 0.21%
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Model Portfolios 
| Strategic Asset Allocation - Equal Weight: Click here to see this strategy description | |||||||
| Equal Weight & Regular Rebalance | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
15Yr AR* |
|
 |
Click for Portfolio Details or Follow | 2.5% | 7.5% | 3.8% | 10.3% | 5.2% | 5.3% |
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| 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* |
|
|
Click for Portfolio Details or Follow | -0.1% | 8.8% | 2.0% | 5.4% | 5.6% | 6.1% |
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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 for Portfolio Details or Follow | -2.0% | 4.7% | 3.6% | 10.8% | 5.0% | 6.8% |
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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 for Portfolio Details or Follow | 3.3% | 10.8% | 5.5% | 6.4% | 5.3% | 6.1% |
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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.
** 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.
| Other Related Portfolios | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
| Six Core Asset ETFs Tactical Asset Allocation Most Aggressive | N/A | 0.0% | 0.0% | 0.0% | 0.0% |
| Six Core Asset ETFs Strategic Asset Allocation - Optimal Most Aggressive | 2.1% | 11.9% | 6.4% | 16.0% | 8.5% |
Description
The plan consists of 6 funds. It covers 6 major asset classes and 6 minor asset classes. The major asset classes it covers are Fixed Income, Commodity, Foreign Equity, REITs, US Equity and Emerging Market Equity.
This plan consists of six well chosen ETFs for major asset classes. The criteria are based on MyPlanIQ's investment choice ranking methodology. Please notice that since some of ETFs have short history, historical performance before 2007 is not very meaningful.
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