MyPlanIQ
Major Brokerage Investor
FundAdvice Ultimate Buy and Hold Lazy Portfolio ETFs
Investment Options
Total Available Funds: | 11 |
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Total Available Funds: | 11 |
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Total Available Funds: | 11 |
- 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: 0.28%
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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* |
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Click for Portfolio Details or Follow | 2.0% | 12.2% | 1.9% | 4.6% | 4.2% | 6.9% | |
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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* |
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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.
** 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
The plan consists of 11 funds. It covers 5 major asset classes and 11 minor asset classes. The major asset classes it covers are Emerging Market Equity, US Equity, Fixed Income, Foreign Equity and REITs.
Original: Vanguard Sh-Tm Trs;Inv 12%. This plan: iShares 3-7 Year Treasury (SHY)
Original : Vanguard Intl Val;Inv 12%. This plan: iShares MSCI EAFE Value Index (EFV)
Original: Vanguard Dev Mkts;Inv 12%. This plan: iShares MSCI EAFE Index (EFA)
Original: Vanguard Infl-Prot;Inv 8%. This plan: iShares TIPS Bond (TIP)
Original: Vanguard Sm-Cp Idx;Inv 6%. This plan: iShares Russell 2000 Index (IWM)
Original: Vanguard SC Val I;Inv 6%. This plan: iShares Russell 2000 Value Index (IWN)
Original: Vanguard Value Idx;Inv 6%. This plan: iShares Russell 3000 Value Index (IWW)
Original: Vanguard 500 Index;Inv 6%. This plan: SPDR 500 (SPY)
Original: Vanguard EM St Id;Inv 6%. This plan: iSharess Emerging Market Stock (EEM)
Original: Vanguard REIT Idx;Inv 6%. This plan: iShares Dow Jones REIT Index (IYR)
This portfolio mimics FundAdvice Ultimate Buy and Hold Portfolio using ETFs, compared with a plan using index mutual funds. The original lazy portfolio is tracked by MarketWatch.com's lazy portfolios, maintained by Paul Farrel.
The portfolio consists of the following ETFs:
Original: Vanguard Sh-Tm Trs;Inv 12%. This plan: iShares 3-7 Year Treasury (SHY)
Original : Vanguard Intl Val;Inv 12%. This plan: iShares MSCI EAFE Value Index (EFV)
Original: Vanguard Dev Mkts;Inv 12%. This plan: iShares MSCI EAFE Index (EFA)
Original: Vanguard Infl-Prot;Inv 8%. This plan: iShares TIPS Bond (TIP)
Original: Vanguard Sm-Cp Idx;Inv 6%. This plan: iShares Russell 2000 Index (IWM)
Original: Vanguard SC Val I;Inv 6%. This plan: iShares Russell 2000 Value Index (IWN)
Original: Vanguard Value Idx;Inv 6%. This plan: iShares Russell 3000 Value Index (IWW)
Original: Vanguard 500 Index;Inv 6%. This plan: SPDR 500 (SPY)
Original: Vanguard EM St Id;Inv 6%. This plan: iSharess Emerging Market Stock (EEM)
Original: Vanguard REIT Idx;Inv 6%. This plan: iShares Dow Jones REIT Index (IYR)
Notably, the portfolio is very diversified in equity asset classes. However, corporate bonds are missing.