MyPlanIQ
Major Brokerage Investor
FundAdvice Ultimate Buy and Hold Lazy Portfolio
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: 0.13%
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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 | 1.9% | 4.9% | 3.9% | 6.9% | 3.7% | 4.7% |
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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* |
|
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Click for Portfolio Details or Follow | 2.4% | 5.1% | 4.2% | 7.0% | 4.6% | 5.4% |
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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* |
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|
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Click for Portfolio Details or Follow | 0.2% | 5.4% | 1.5% | 5.8% | 5.3% | 7.1% |
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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.
| Other Related Portfolios | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
| Fund Advice Ultimate Buy and Hold Lazy Portfolio | -0.1% | 3.3% | -0.8% | 2.8% | 2.8% |
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 US Equity, Foreign Equity, Emerging Market Equity, Fixed Income and REITs.
FundAdvice Ultimate Buy and Hold Portfolio is a long running portfolio that is tracked on MarketWatch.com'slazy portfolios, maintained by Paul Farrel. The portfolio was proposed by Paul Merriman, who has been an advocate on asset allocation and some actively managed strategies.
The portfolio consists of the following index funds:
Vanguard Int-Tm Trs;Inv 20%
Vanguard Sh-Tm Trs;Inv 12%
Vanguard Intl Val;Inv 12%
Vanguard Dev Mkts;Inv 12%
Vanguard Infl-Prot;Inv 8%
Vanguard Sm-Cp Idx;Inv 6%
Vanguard SC Val I;Inv 6%
Vanguard Value Idx;Inv 6%
Vanguard 500 Index;Inv 6%
Vanguard EM St Id;Inv 6%
Vanguard REIT Idx;Inv 6%
Notably, the portfolio is very diversified in equity asset classes. However, corporate bonds are missing.
We use the above funds to construct this plan: i.e. the above funds are used as candidate funds. Model portfolios are then generated using MyPlanIQ's asset allocations strategies. For the purpose of comparison, model portfolios in this plan should be compared with Fund Advice Ultimate Buy and Hold Lazy Portfolio that is rebalanced annually.
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