MyPlanIQ Major Brokerage Investor FundAdvice Ultimate Buy and Hold Lazy Portfolio ETFs

FundAdvice Ultimate Buy and Hold Lazy Portfolio ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR IYR (iShares Dow Jones US Real Estate)
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM (iShares MSCI Emerging Markets Index)
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA (iShares MSCI EAFE Index)
Foreign Large Value EFV EFV (iShares MSCI EAFE Value Index)
FIXED INCOME
Intermediate Government IEI IEI (iShares Barclays 3-7 Year Treasury Bond)
SHORT GOVERNMENT SHY SHY (iShares Barclays 1-3 Year Treasury Bond)
Inflation-Protected Bond TIP TIP (iShares Barclays TIPS Bond)
US EQUITY
LARGE BLEND SPY SPY (SPDR S&P 500)
SMALL VALUE IWN IWN (iShares Russell 2000 Value Index)
SMALL BLEND IWM IWM (iShares Russell 2000 Index)
Total Available Funds: 11
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR IYR (iShares Dow Jones US Real Estate)
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM (iShares MSCI Emerging Markets Index)
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA (iShares MSCI EAFE Index)
Foreign Large Value EFV EFV (iShares MSCI EAFE Value Index)
FIXED INCOME
Intermediate Government IEI IEI (iShares Barclays 3-7 Year Treasury Bond)
SHORT GOVERNMENT SHY SHY (iShares Barclays 1-3 Year Treasury Bond)
Inflation-Protected Bond TIP TIP (iShares Barclays TIPS Bond)
US EQUITY
LARGE BLEND SPY SPY (SPDR S&P 500)
SMALL VALUE IWN IWN (iShares Russell 2000 Value Index)
SMALL BLEND IWM IWM (iShares Russell 2000 Index)
LARGE VALUE IWW IWW (iShares Russell 3000 Value Index)
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
REAL ESTATE
REAL ESTATE IYR IYR (iShares Dow Jones US Real Estate) 100% 1 60 0 0.4% 2.84%
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM (iShares MSCI Emerging Markets Index) 100% 1 60 0 0.7% 2.63%
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA (iShares MSCI EAFE Index) 100% 1 60 0 0.33% 2.9%
Foreign Large Value EFV EFV (iShares MSCI EAFE Value Index) 99% 1 60 0 0.34% 4.37%
FIXED INCOME
Intermediate Government IEI IEI (iShares Barclays 3-7 Year Treasury Bond) 98% 1 60 0 0.15% 2.48%
SHORT GOVERNMENT SHY SHY (iShares Barclays 1-3 Year Treasury Bond) 98% 1 60 0 0.15% 3.11%
Inflation-Protected Bond TIP TIP (iShares Barclays TIPS Bond) 97% 1 60 0 0.19% 2.76%
US EQUITY
LARGE BLEND SPY SPY (SPDR S&P 500) 100% 1 60 0 0.09% 1.3%
SMALL VALUE IWN IWN (iShares Russell 2000 Value Index) 100% 1 60 0 0.24% 2.07%
SMALL BLEND IWM IWM (iShares Russell 2000 Index) 99% 1 60 0 0.19% 1.33%
LARGE VALUE IWW IWW (iShares Russell 3000 Value Index) 0% 1 60 0 0.25% 0%
Average Expense Ratio: 0.28%
Sign up to get fund ranking change alerts

Sign up and subscribe as an expert user to create plans with your own specified investment options.
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 2.0% 12.2% 1.9% 4.6% 4.2% 6.9%

Sign up or Login first to get rebalance emails for this portfolio

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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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
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.

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 Int-Tm Trs;Inv 20%. This plan: iShares 3-7 Year Treasury (IEI)
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.

This plan consists of the above funds as its candidate funds. For the purpose of comparison, model portfolios in this plan should be compared with this lazy portfolio that rebalaces annually.


 



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.