MyPlanIQ Major Brokerage Investor TD Ameritrade Commission Free ETFs Country Stocks

TD Ameritrade Commission Free ETFs Country Stocks

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
Latin America Stock EWZ iShares MSCI Brazil Index
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK FXI iShares FTSE/Xinhua China 25 Index
Foreign Large Value EWC iShares MSCI Canada Index
EUROPE STOCK EWQ iShares MSCI France Index
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
Latin America Stock EWZ iShares MSCI Brazil Index
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK FXI iShares FTSE/Xinhua China 25 Index
Foreign Large Value EWC iShares MSCI Canada Index
EUROPE STOCK EWQ iShares MSCI France Index
EUROPE STOCK EWG iShares MSCI Germany Index
EUROPE STOCK EWI iShares MSCI Italy Index
EUROPE STOCK EWU iShares MSCI United Kingdom Index
PACIFIC/ASIA EX-JAPAN STK EWA iShares MSCI Australia Index
EUROPE STOCK EWP iShares MSCI Spain Index
JAPAN STOCK EWJ iShares MSCI Japan Index
EUROPE STOCK RSX Market Vectors Russia ETF
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
SHORT GOVERNMENT VGSH Vanguard Short-Term Govt Bd Idx ETF
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF
Total Available Funds: 17
  • 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
Latin America Stock EWZ iShares MSCI Brazil Index 52% 1 60 0 0.59% 5.98%
INTERNATIONAL EQUITY
PACIFIC/ASIA EX-JAPAN STK FXI iShares FTSE/Xinhua China 25 Index 90% 1 60 0 0.74% 3.24%
Foreign Large Value EWC iShares MSCI Canada Index 87% 1 60 0 0.5% 2.26%
EUROPE STOCK EWQ iShares MSCI France Index 85% 1 60 0 0.5% 2.66%
EUROPE STOCK EWG iShares MSCI Germany Index 82% 1 60 0 0.5% 2.49%
EUROPE STOCK EWI iShares MSCI Italy Index 79% 1 60 0 0.5% 3.25%
EUROPE STOCK EWU iShares MSCI United Kingdom Index 77% 1 60 0 0.5% 4.2%
PACIFIC/ASIA EX-JAPAN STK EWA iShares MSCI Australia Index 63% 1 60 0 0.5% 3.78%
EUROPE STOCK EWP iShares MSCI Spain Index 58% 1 60 0 0.5% 2.83%
JAPAN STOCK EWJ iShares MSCI Japan Index 32% 1 60 0 0.5% 1.88%
EUROPE STOCK RSX Market Vectors Russia ETF 0% 1 60 0 0.61% 0.53%
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 1 60 0 0.15% 3.19%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 99% 1 60 0 0.07% 2.56%
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond 98% 1 60 0 0.15% 2.48%
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 36% 1 60 0 0.04% 3.02%
SHORT GOVERNMENT VGSH Vanguard Short-Term Govt Bd Idx ETF 21% 1 60 0 0.04% 3.15%
Intermediate Government VGIT Vanguard Interm-Tm Govt Bd Idx ETF 17% 1 60 0 0.04% 2.67%
Average Expense Ratio: 0.38%
Sign up to get fund ranking change alerts

Sign up and subscribe as an expert user to create plans with your own specified investment options.
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

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 17 funds. It covers 3 major asset classes and 8 minor asset classes. The major asset classes it covers are Fixed Income, Foreign Equity and Emerging Market Equity.

TD Ameritrade (Ticker: AMTD) offers 100+ commission free ETFs for its clients. The main restriction is that customers have to hold these ETFs for more than 30 days to make such trades eligible for commission free.

In this plan, the minimum holding period for each fund is set to be 1 month, which is equivalent to 30 days.

See the official TD Ameritrade offering for more details.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.