MyPlanIQ TBC Test Plan

TBC Test Plan

This Plan is unrated.
Investment Options
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEM dem
REAL ESTATE
REAL ESTATE IYR IYR
REAL ESTATE REM REM
INTERNATIONAL EQUITY
WORLD STOCK SDIV SDIV
COMMODITIES
Commodities Precious Metals GLD gld
Commodities Precious Metals SLV slv
Others
Utilities XLU XLU
EQUITY PRECIOUS METALS GDX GDX
Trading-Inverse Equity SDS SDS
Total Available Funds: 30
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEM dem
REAL ESTATE
REAL ESTATE IYR IYR
REAL ESTATE REM REM
INTERNATIONAL EQUITY
WORLD STOCK SDIV SDIV
COMMODITIES
Commodities Precious Metals GLD gld
Commodities Precious Metals SLV slv
Others
Utilities XLU XLU
EQUITY PRECIOUS METALS GDX GDX
Trading-Inverse Equity SDS SDS
Equity Energy AMJ AMJ
Convertibles CWB CWB
MISCELLANEOUS SECTOR PFF PFF
EQUITY PRECIOUS METALS GDXJ GDXJ
ROOT CASH cash
FIXED INCOME
Emerging Markets Bond EMB EMB
High Yield Bond JNK JNK
Multisector Bond TSI TSI
Long-Term Bond LQD LQD
Short-Term Bond FLOT FLOT
Bank Loan BKLN BKLN
High Yield Bond HYS HYS
Intermediate-Term Bond BOND BOND
US EQUITY
LARGE VALUE HTD HTD
LARGE BLEND SPY SPY
SMALL BLEND IWM IWM
LARGE VALUE DIA DIA
LARGE VALUE CVY CVY
MID-CAP VALUE PEY PEY
LARGE VALUE SPLV SPLV
LARGE VALUE DEF DEF
Total Available Funds: 30
  • 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 DEM dem 99% 0 60 0 0.63% 5.4%
REAL ESTATE
REAL ESTATE IYR IYR 100% 0 60 0 0.4% 2.84%
REAL ESTATE REM REM 92% 0 60 0 0.48% 9.97%
INTERNATIONAL EQUITY
WORLD STOCK SDIV SDIV 33% 0 60 0 0.58% 12.13%
COMMODITIES
Commodities Precious Metals GLD gld 93% 0 60 0 0.4% 0%
Commodities Precious Metals SLV slv 92% 0 60 0 0.5% 0%
Others
Utilities XLU XLU 96% 0 60 0 0.09% 3.45%
EQUITY PRECIOUS METALS GDX GDX 95% 3 60 0 0.51% 1.9%
Trading-Inverse Equity SDS SDS 62% 0 60 0 0.9% 6.5%
Equity Energy AMJ AMJ 53% 0 60 0 0.85% 6.67%
Convertibles CWB CWB 32% 0 60 0 0.4% 2.2%
MISCELLANEOUS SECTOR PFF PFF 32% 0 60 0 0.46% 6.39%
EQUITY PRECIOUS METALS GDXJ GDXJ 24% 3 60 0 0.52% 0.48%
ROOT CASH cash 0% 0 60 0 NA 4.14%
FIXED INCOME
Emerging Markets Bond EMB EMB 94% 0 60 0 0.39% 4.84%
High Yield Bond JNK JNK 93% 0 60 0 0.4% 6.43%
Multisector Bond TSI TSI 90% 0 60 0 NA 6.83%
Long-Term Bond LQD LQD 64% 0 60 0 0.14% 4.15%
Short-Term Bond FLOT FLOT 41% 0 60 0 0.15% 5.63%
Bank Loan BKLN BKLN 39% 0 60 0 0.65% 8.83%
High Yield Bond HYS HYS 30% 0 60 0 0.55% 6.39%
Intermediate-Term Bond BOND BOND 30% 0 60 0 0.56% 4.01%
US EQUITY
LARGE VALUE HTD HTD 100% 0 60 0 NA 8.95%
LARGE BLEND SPY SPY 100% 0 60 0 0.09% 1.3%
SMALL BLEND IWM IWM 99% 0 60 0 0.19% 1.33%
LARGE VALUE DIA DIA 98% 0 60 0 0.16% 1.74%
LARGE VALUE CVY CVY 95% 0 60 0 1.06% 4.3%
MID-CAP VALUE PEY PEY 94% 0 60 0 0.52% 4.57%
LARGE VALUE SPLV SPLV 21% 0 60 0 0.25% 2.44%
LARGE VALUE DEF DEF 0% 0 60 0 0.54% 1.39%
Average Expense Ratio: 0.46%
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Model Portfolios

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

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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.


Description
This plan consists of 30 funds, some of them are: CVY, JNK, LQD, XLU, BOND, REM.


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