MyPlanIQ Major Brokerage Investor Six Core Asset ETFs

Six Core Asset ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 6
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Idx Trking Fund
US EQUITY
LARGE BLEND VTI Vanguard Total Stock Market ETF
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Total Available Funds: 6
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Idx Trking Fund
US EQUITY
LARGE BLEND VTI Vanguard Total Stock Market ETF
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
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
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF 51% 0 60 0 0.15% 2.67%
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF 95% 0 60 0 0.12% 3.43%
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF 54% 0 60 0 0.09% 3.21%
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Idx Trking Fund 49% 0 60 0 0.87% 1.17%
US EQUITY
LARGE BLEND VTI Vanguard Total Stock Market ETF 80% 0 60 0 0.05% 1.67%
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 3% 0 60 0 0.07% 2.86%
Average Expense Ratio: 0.22%
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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 -2.6% 1.8% 2.2% 4.5% 3.9% 4.7%

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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 -0.3% 3.9% 5.8% 7.0% 7.1% 6.9%

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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.


Other Related Portfolios YTD**
Return
1Yr
AR*
3Yr
AR*
5Yr
AR*
10Yr
AR*
Six Core Asset ETFs Tactical Asset Allocation Most Aggressive -3.6% -0.1% -3.5% 0.8% 3.3%
Six Core Asset ETFs Strategic Asset Allocation - Optimal Most Aggressive -4.6% 2.7% 4.6% 8.3% 7.7%
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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