MyPlanIQ Major Brokerage Investor High Dividend ETFs Liquid

High Dividend ETFs Liquid

This Plan is unrated.
Investment Options
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS EDIV SPDR S&P Emerging Markets Dividend
REAL ESTATE
Global Real Estate RWX SPDR Dow Jones Intl Real Estate
Global Real Estate IFGL iShares FTSE EPRA/NAREIT Dev RE ex-US
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
Foreign Large Value DWX SPDR S&P International Dividend
WORLD STOCK SDIV Global X SuperDividend ETF
Others
Equity Energy AMLP ALPS Alerian MLP ETF
Conservative Allocation PCEF PowerShares CEF Income Composite
MISCELLANEOUS SECTOR PGX PowerShares Preferred
Total Available Funds: 20
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS EDIV SPDR S&P Emerging Markets Dividend
REAL ESTATE
Global Real Estate RWX SPDR Dow Jones Intl Real Estate
Global Real Estate IFGL iShares FTSE EPRA/NAREIT Dev RE ex-US
REAL ESTATE VNQ Vanguard REIT Index ETF
REAL ESTATE REM iShares FTSE NAREIT Mort Plus Cp Idx
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF
INTERNATIONAL EQUITY
Foreign Large Value DWX SPDR S&P International Dividend
WORLD STOCK SDIV Global X SuperDividend ETF
Others
Equity Energy AMLP ALPS Alerian MLP ETF
Conservative Allocation PCEF PowerShares CEF Income Composite
MISCELLANEOUS SECTOR PGX PowerShares Preferred
US EQUITY
SMALL VALUE BDCS UBS E-TRACS Wells Fargo Bus Dev Comp ETN
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
Intermediate-Term Bond BOND PIMCO Total Return ETF
Total Available Funds: 20
  • 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 WisdomTree Emerging Markets Equity Inc 99% 0 60 0 0.63% 6.13%
DIVERSIFIED EMERGING MKTS EDIV SPDR S&P Emerging Markets Dividend 39% 0 60 0 0.49% 5.5%
REAL ESTATE
Global Real Estate RWX SPDR Dow Jones Intl Real Estate 98% 0 60 0 0.59% 3.79%
Global Real Estate IFGL iShares FTSE EPRA/NAREIT Dev RE ex-US 97% 0 60 0 0.48% 2.4%
REAL ESTATE VNQ Vanguard REIT Index ETF 95% 0 60 0 0.12% 4.17%
REAL ESTATE REM iShares FTSE NAREIT Mort Plus Cp Idx 92% 0 60 0 0.48% 10.54%
Global Real Estate VNQI Vanguard Global ex-US Real Estate ETF 34% 0 60 0 0.12% 3.81%
INTERNATIONAL EQUITY
Foreign Large Value DWX SPDR S&P International Dividend 92% 0 60 0 0.45% 4.13%
WORLD STOCK SDIV Global X SuperDividend ETF 33% 0 60 0 0.58% 11.23%
Others
Equity Energy AMLP ALPS Alerian MLP ETF 63% 0 60 0 0.85% 11.46%
Conservative Allocation PCEF PowerShares CEF Income Composite 29% 0 60 0 1.99% 9.71%
MISCELLANEOUS SECTOR PGX PowerShares Preferred 22% 0 60 0 0.5% 6.5%
US EQUITY
SMALL VALUE BDCS UBS E-TRACS Wells Fargo Bus Dev Comp ETN 21% 0 60 0 0.85% 8.08%
FIXED INCOME
Intermediate-Term Bond AGG iShares Barclays Aggregate Bond 100% 0 60 0 0.03% 3.3%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 0 60 0 0.15% 3.27%
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd 94% 0 60 0 0.49% 6.12%
High Yield Bond JNK SPDR Barclays Capital High Yield Bond 93% 0 60 0 0.4% 6.77%
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond 91% 0 60 0 0.15% 3.37%
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond 64% 0 60 0 0.14% 4.24%
Intermediate-Term Bond BOND PIMCO Total Return ETF 30% 0 60 0 0.56% 5.07%
Average Expense Ratio: 0.5%
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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 0.3% 1.9% 1.7% 4.2% 4.0% 4.6%

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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 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
The plan consists of 20 funds. It covers 5 major asset classes and 13 minor asset classes. The major asset classes it covers are Fixed Income, US Equity, Emerging Market Equity, Foreign Equity and REITs.

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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