MyPlanIQ Major Brokerage Investor MyPlanIQ Diversified Core Allocation ETF Plan

MyPlanIQ Diversified Core Allocation ETF Plan

This Plan is unrated.
Investment Options
Total Available Funds: 44
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF,VNQ
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets ETF,VWO
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
INTERNATIONAL EQUITY
Foreign Small/Mid Value SCZ iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF,SCZ
Foreign Large Growth EFG iShares MSCI EAFE Growth Index (ETF),EFG
Foreign Large Blend VEA Vanguard Europe Pacific ETF,VEA
Others
ROOT CASH Money Market
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust
COMMODITIES BROAD BASKET DBC PowerShares DB Com Indx Trckng Fund(ETF),DBC
Total Available Funds: 44
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT ETF,VNQ
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets ETF,VWO
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
INTERNATIONAL EQUITY
Foreign Small/Mid Value SCZ iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF,SCZ
Foreign Large Growth EFG iShares MSCI EAFE Growth Index (ETF),EFG
Foreign Large Blend VEA Vanguard Europe Pacific ETF,VEA
Foreign Large Value EFV iShares MSCI EAFE Value Index (ETF),EFV
Foreign Large Blend EFA iShares MSCI EAFE Index Fund (ETF),EFA
Others
ROOT CASH Money Market
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust
COMMODITIES BROAD BASKET DBC PowerShares DB Com Indx Trckng Fund(ETF),DBC
FIXED INCOME
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
Intermediate-Term Bond BOND PIMCO Total Return ETF
Intermediate Government IEI iShares Lehman 3-7 Yr Treasury Bond(ETF),IEI
SHORT GOVERNMENT SHY iShares Lehman 1-3 Year Treas.Bond (ETF),SHY
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Inflation-Protected Bond TIP iShares Barclays TIPS Bond Fund (ETF),TIP
Long-Term Bond LQD iShares IBoxx $ Invest Grade Corp Bd Fd,LQD
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF
High Yield Bond HYG iShares iBoxx $ High Yid Corp Bond (ETF),HYG
LONG GOVERNMENT IEF iShares Lehman 7-10 Yr Treas. Bond (ETF),IEF
Inflation-Protected Bond STPZ PIMCO 1-5 Year US TIPS Index ETF
WORLD BOND BWX SPDR Barclays Capital Intl Tresy Bd ETF,BWX
Emerging Markets Bond EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF,EMB
WORLD BOND WIP SPDR DB Int
Intermediate-Term Bond BND Vanguard Total Bond Market ETF,BND
INVESTMENT GRADE IGSB iShares Short Term Corp Bond
INVESTMENT GRADE IGIB iShares Intermediate Term Corp
US EQUITY
LARGE GROWTH QQQ PowerShares QQQ Trust, Series 1 (ETF),QQQQ
SMALL BLEND VB Vanguard Small-Cap ETF,VB
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
LARGE VALUE SPLV PowerShares S&P 500 Low Volatility
SMALL VALUE VBR Vanguard Small-Cap Value ETF,VBR
LARGE GROWTH VUG Vanguard Growth (ETF),VUG
LARGE BLEND VTI Vanguard Total Stock Market ETF,VTI
LARGE VALUE FVD First Trust Value Line Dividend Index
LARGE VALUE VTV Vanguard Value ETF,VTV
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF
Small Growth VBK Vanguard Small-Cap Growth ETF,VBK
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF
LARGE VALUE DVY iShares Dow Jones Select Dividend (ETF),DVY
MID-CAP BLEND VO Vanguard Mid-Cap ETF,VO
Total Available Funds: 44
  • 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 VNQ Vanguard REIT ETF,VNQ 95% 0 60 0 0.12% 3.43%
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF 37% 0 60 0 0.24% 3.85%
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets ETF,VWO 51% 0 60 0 0.15% 2.67%
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc 11% 0 60 0 0.63% 1.7%
INTERNATIONAL EQUITY
Foreign Small/Mid Value SCZ iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF,SCZ 75% 0 60 0 0.4% 2.64%
Foreign Large Growth EFG iShares MSCI EAFE Growth Index (ETF),EFG 56% 0 60 0 0.4% 1.8%
Foreign Large Blend VEA Vanguard Europe Pacific ETF,VEA 54% 0 60 0 0.09% 3.21%
Foreign Large Value EFV iShares MSCI EAFE Value Index (ETF),EFV 11% 0 60 0 0.4% 2.76%
Foreign Large Blend EFA iShares MSCI EAFE Index Fund (ETF),EFA 0% 0 60 0 0.33% 1.99%
Others
ROOT CASH Money Market 0% 0 60 0 NA 1.27%
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust 93% 0 60 0 0.25% 0%
COMMODITIES BROAD BASKET DBC PowerShares DB Com Indx Trckng Fund(ETF),DBC 49% 0 60 0 0.87% 1.17%
FIXED INCOME
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 93% 0 60 0 0.12% 2.31%
Intermediate-Term Bond BOND PIMCO Total Return ETF 88% 0 60 0 0.56% 2.69%
Intermediate Government IEI iShares Lehman 3-7 Yr Treasury Bond(ETF),IEI 81% 0 60 0 0.15% 1.92%
SHORT GOVERNMENT SHY iShares Lehman 1-3 Year Treas.Bond (ETF),SHY 78% 0 60 0 0.15% 2.15%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 73% 0 60 0 0.1% 2.09%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond Fund (ETF),TIP 64% 0 60 0 0.2% 1.33%
Long-Term Bond LQD iShares IBoxx $ Invest Grade Corp Bd Fd,LQD 64% 0 60 0 0.15% 3.31%
Intermediate-Term Bond VMBS Vanguard Mortgage-Backed Sec Idx ETF 52% 0 60 0 0.12% 2.25%
High Yield Bond HYG iShares iBoxx $ High Yid Corp Bond (ETF),HYG 51% 0 60 0 0.5% 5.08%
LONG GOVERNMENT IEF iShares Lehman 7-10 Yr Treas. Bond (ETF),IEF 39% 0 60 0 0.15% 2.14%
Inflation-Protected Bond STPZ PIMCO 1-5 Year US TIPS Index ETF 37% 0 60 0 0.2% 1.52%
WORLD BOND BWX SPDR Barclays Capital Intl Tresy Bd ETF,BWX 16% 0 60 0 0.5% 0.71%
Emerging Markets Bond EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF,EMB 14% 0 60 0 0.59% 4.72%
WORLD BOND WIP SPDR DB Int 13% 0 60 0 0.5% 3.87%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF,BND 3% 0 60 0 0.07% 2.86%
INVESTMENT GRADE IGSB iShares Short Term Corp Bond 0% 0 60 0 NA NA
INVESTMENT GRADE IGIB iShares Intermediate Term Corp 0% 0 60 0 NA NA
US EQUITY
LARGE GROWTH QQQ PowerShares QQQ Trust, Series 1 (ETF),QQQQ 98% 0 60 0 0.2% 0%
SMALL BLEND VB Vanguard Small-Cap ETF,VB 95% 0 60 0 0.09% 1.51%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 93% 0 60 0 0.1% 1.91%
LARGE VALUE SPLV PowerShares S&P 500 Low Volatility 93% 0 60 0 0.25% 1.73%
SMALL VALUE VBR Vanguard Small-Cap Value ETF,VBR 82% 0 60 0 0.09% 2.11%
LARGE GROWTH VUG Vanguard Growth (ETF),VUG 82% 0 60 0 0.09% 0.97%
LARGE BLEND VTI Vanguard Total Stock Market ETF,VTI 80% 0 60 0 0.05% 1.67%
LARGE VALUE FVD First Trust Value Line Dividend Index 75% 0 60 0 0.7% 1.07%
LARGE VALUE VTV Vanguard Value ETF,VTV 73% 0 60 0 0.09% 2.32%
MID-CAP VALUE VOE Vanguard Mid-Cap Value ETF 72% 0 60 0 0.09% 2.34%
Small Growth VBK Vanguard Small-Cap Growth ETF,VBK 64% 0 60 0 0.09% 0.78%
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF 63% 0 60 0 0.1% 3.05%
Mid-Cap Growth VOT Vanguard Mid-Cap Growth ETF 53% 0 60 0 0.09% 0.72%
LARGE VALUE DVY iShares Dow Jones Select Dividend (ETF),DVY 49% 0 60 0 0.39% 1.66%
MID-CAP BLEND VO Vanguard Mid-Cap ETF,VO 6% 0 60 0 0.09% 1.19%
Average Expense Ratio: 0.25%
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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 3.5% 7.1% 4.2% 5.5% 4.9% 5.7%

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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 -7.7% -4.8% 2.7% 5.5% 5.8% 7.2%

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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*
MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Equal Weight Growth 5.4% 9.7% 6.0% 7.5% 6.0%
MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Equal Weight Moderate 3.5% 7.1% 4.2% 5.5% 4.9%
MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Equal Weight Balanced 2.8% 5.7% 3.3% 4.6% 3.9%
MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Equal Weight Very Conservative 0.3% 2.1% 1.0% 1.6% 2.1%
MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Equal Weight Conservative 2.3% 4.8% 2.5% 3.7% 3.7%
MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Growth -3.9% -0.4% -2.3% 1.2% 3.2%
MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Moderate -2.5% 0.3% -0.9% 1.7% 3.7%
MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Balanced -1.7% 0.6% -1.0% 1.0% 3.0%
MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Conservative -1.0% 1.0% -0.7% 0.9% 1.7%
MyPlanIQ Diversified Core Allocation ETF Plan Tactical Asset Allocation Most Aggressive -5.6% -1.3% -3.8% 0.9% 4.1%
MyPlanIQ Diversified Core Allocation ETF Plan Strategic Asset Allocation - Optimal Most Aggressive 6.5% 11.9% 7.4% 9.9% 8.2%
Description
The plan consists of 45 funds. It covers 6 major asset classes and 32 minor asset classes. The major asset classes it covers are Fixed Income, Commodity, Emerging Market Equity, US Equity, Foreign Equity and REITs.

This plan is designed specifically for Folio Investing one-click portfolio management based on MyPlanIQ model portfolios.

However, it can be used for any other brokerage as it is ETF base.

We take the most liquid ETFs that represent diverse asset classes to form this plan. The following are the ETFs:

SPDR S&P 500 ETF    SPY
Vanguard Total Stock Market ETF    VTI
iShares Russell 1000 Growth Index (ETF)    IWF
Vanguard Growth (ETF)    VUG
PowerShares QQQ Trust, Series 1 (ETF)    QQQQ
iShares Russell 1000 Value Index (ETF)    IWD
iShares Dow Jones Select Dividend (ETF)    DVY
Vanguard Value ETF    VTV
Vanguard Dividend Appreciation ETF    VIG
SPDR S&P Dividend (ETF)    SDY
iShares S&P MidCap 400 Index (ETF)    IJH
iShares Russell Midcap Index Fund (ETF)    IWR
Vanguard Mid-Cap ETF    VO
iShares S&P MidCap 400 Growth (ETF)    IJK
iShares Russell Midcap Growth Idx. (ETF)    IWP
iShares Russell Midcap Value Index (ETF)    IWS
iShares S&P MidCap 400 Value Index (ETF)    IJJ
iShares Russell 2000 Index (ETF)    IWM
iShares S&P SmallCap 600 Index (ETF)    IJR
Vanguard Small-Cap ETF    VB
iShares Russell 2000 Growth Index (ETF)    IWO
iShares S&P SmallCap 600 Growth (ETF)    IJT
Vanguard Small-Cap Growth ETF    VBK
iShares S&P SmallCap 600 Value Idx (ETF)    IJS
Vanguard Small-Cap Value ETF    VBR
iShares MSCI EAFE Index Fund (ETF)    EFA
Vanguard Europe Pacific ETF    VEA
iShares MSCI EAFE Growth Index (ETF)    EFG
iShares MSCI EAFE Value Index (ETF)    EFV
iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF    SCZ
iShares MSCI Emerging Markets Indx (ETF)    EEM
Vanguard Emerging Markets ETF    VWO
iShares Dow Jones US Real Estate (ETF)    IYR
iShares Cohen & Steers Realty Maj. (ETF)    ICF
Vanguard REIT ETF    VNQ
SPDR DJ Wilshire Intnl Real Estate (ETF)    RWX
PowerShares DB Com Indx Trckng Fund(ETF)    DBC
iShares S&P GSCI Commodity-Indexed (ETF)    GSG
SPDR Gold Trust (ETF)    GLD
iShares Lehman 1-3 Year Treas.Bond (ETF)    SHY
iShares Lehman 7-10 Yr Treas. Bond (ETF)    IEF
iShares Lehman 3-7 Yr Treasury Bond(ETF)    IEI
iShares Barclays 20+ Yr Treas.Bond (ETF)    TLT
iShares Lehman Aggregate Bond (ETF)    AGG
Vanguard Total Bond Market ETF    BND
iShares IBoxx $ Invest Grade Corp Bd Fd    LQD
iShares Barclays 1-3 Year Cred Bd Fd ETF    CSJ
iShares Barclays Inter Crd Bd Fund ETF)    CIU
iShares iBoxx $ High Yid Corp Bond (ETF)    HYG
SPDR Barclays Capital High Yield B (ETF)    JNK
iShares Barclays TIPS Bond Fund (ETF)    TIP
SPDR DB Int'l Govt Infl Pro Bond (ETF)    WIP
iShares Lehman MBS Bond Fund (ETF)    MBB
SPDR Barclays Capital Intl Tresy Bd ETF    BWX
iShares JPMorgan USD Emer Mkt Bnd Fd ETF    EMB

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