MyPlanIQ Major Brokerage Investor dquintysr Retirement Income ETFs

dquintysr Retirement Income ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 44
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
EUROPE STOCK VGK Vanguard MSCI Europe ETF
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
Others
Consumer Defensive XLP Consumer Staples Select Sector SPDR
Equity Energy AMJ JPMorgan Alerian MLP Index ETN
Utilities XLU Utilities Select Sector SPDR
Total Available Funds: 44
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
EUROPE STOCK VGK Vanguard MSCI Europe ETF
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
Others
Consumer Defensive XLP Consumer Staples Select Sector SPDR
Equity Energy AMJ JPMorgan Alerian MLP Index ETN
Utilities XLU Utilities Select Sector SPDR
Nontraditional Bond DRSLX drslx
FIXED INCOME
Intermediate-Term Bond LIGRX ligrx
Short-Term Bond CSDAX csdax
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
High Yield Bond SJNK SPDR BarCap ST High Yield Bond ETF
Short-Term Bond NARAX narax
Muni National Interm MUB iShares S&P National AMT-Free Muni Bd
High Yield Bond BHYAX bhyax
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
Intermediate-Term Bond BOND PIMCO Total Return ETF
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
Bank Loan OOSAX oosax
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Bank Loan BKLN PowerShares Senior Loan Port
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd
Long-Term Bond PFF iShares S&P U.S. Preferred Stock Index
WORLD BOND TPINX tpinx
Intermediate-Term Bond MBB iShares Barclays MBS Bond
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Muni National Short SHM SPDR Nuveen Barclays Capital S/T Muni Bd
Multisector Bond PDINX pdinx
Intermediate-Term Bond CIU iShares Barclays Intermediate Credit Bd
Short-Term Bond CSJ iShares Barclays 1-3 Year Credit Bond
US EQUITY
LARGE VALUE DIA SPDR Dow Jones Industrial Average
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
MID-CAP VALUE DVY iShares Dow Jones Select Dividend Index
LARGE VALUE USMV iShares MSCI USA Min Volatility
LARGE VALUE SDY SPDR S&P Dividend
LARGE VALUE SPLV PowerShares S&P 500 Low Volatility
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
Emerging Market
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc 94% 0 60 0 0.63% 5.4%
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF 64% 0 60 0 0.08% 3.51%
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index 46% 0 60 0 0.7% 2.63%
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate 100% 0 60 0 0.4% 2.84%
REAL ESTATE VNQ Vanguard REIT Index ETF 95% 0 60 0 0.12% 4.08%
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF 61% 0 60 0 0.05% 3.11%
EUROPE STOCK VGK Vanguard MSCI Europe ETF 54% 0 60 0 0.09% 3.12%
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx 15% 0 60 0 0.51% 6.63%
Others
Consumer Defensive XLP Consumer Staples Select Sector SPDR 56% 0 60 0 0.09% 2.54%
Equity Energy AMJ JPMorgan Alerian MLP Index ETN 53% 0 60 0 0.85% 6.67%
Utilities XLU Utilities Select Sector SPDR 40% 0 60 0 0.09% 3.45%
Nontraditional Bond DRSLX drslx 0% 3 60 0 1.43% 2.85%
FIXED INCOME
Intermediate-Term Bond LIGRX ligrx 94% 3 60 0 0.74% 3.9%
Short-Term Bond CSDAX csdax 90% 3 60 0 0.51% 3.42%
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond 87% 0 60 0 0.15% 2.48%
High Yield Bond SJNK SPDR BarCap ST High Yield Bond ETF 87% 0 60 0 0.4% 7.1%
Short-Term Bond NARAX narax 84% 3 60 0 0.9% 3.61%
Muni National Interm MUB iShares S&P National AMT-Free Muni Bd 78% 0 60 0 0.05% 2.69%
High Yield Bond BHYAX bhyax 76% 3 60 0 0.51% 5.31%
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond 74% 0 60 0 0.15% 3.11%
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 71% 0 60 0 0.04% 3.02%
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury 65% 0 60 0 0.15% 3.01%
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond 64% 0 60 0 0.14% 4.15%
Intermediate-Term Bond BOND PIMCO Total Return ETF 60% 0 60 0 0.56% 4.01%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond 56% 0 60 0 0.19% 2.76%
Bank Loan OOSAX oosax 54% 3 60 0 0.71% 10.88%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 52% 0 60 0 0.15% 3.19%
Bank Loan BKLN PowerShares Senior Loan Port 47% 0 60 0 0.65% 8.83%
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd 39% 0 60 0 0.49% 5.79%
Long-Term Bond PFF iShares S&P U.S. Preferred Stock Index 32% 0 60 0 0.46% 6.39%
WORLD BOND TPINX tpinx 28% 3 60 0 0.96% 3.86%
Intermediate-Term Bond MBB iShares Barclays MBS Bond 26% 0 60 0 0.04% 3.54%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 20% 0 60 0 0.07% 2.56%
Muni National Short SHM SPDR Nuveen Barclays Capital S/T Muni Bd 13% 0 60 0 0.2% 1.2%
Multisector Bond PDINX pdinx 11% 3 60 0 1.76% 5.78%
Intermediate-Term Bond CIU iShares Barclays Intermediate Credit Bd 5% 0 60 0 0.2% 1.8%
Short-Term Bond CSJ iShares Barclays 1-3 Year Credit Bond 0% 0 60 0 0.2% 1.27%
US EQUITY
LARGE VALUE DIA SPDR Dow Jones Industrial Average 68% 0 60 0 0.16% 1.74%
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF 65% 0 60 0 0.08% 3.01%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 50% 0 60 0 0.08% 1.8%
MID-CAP VALUE DVY iShares Dow Jones Select Dividend Index 36% 0 60 0 0.38% 3.84%
LARGE VALUE USMV iShares MSCI USA Min Volatility 29% 0 60 0 0.15% 1.28%
LARGE VALUE SDY SPDR S&P Dividend 17% 0 60 0 0.35% 2.62%
LARGE VALUE SPLV PowerShares S&P 500 Low Volatility 15% 0 60 0 0.25% 2.44%
Average Expense Ratio: 0.38%
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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*
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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 36 funds. It covers 5 major asset classes and 22 minor asset classes. The major asset classes it covers are Fixed Income, Emerging Market Equity, US Equity, Foreign Equity and REITs.

This plan is designed for income producing purpose: high dividend (yield) stock ETFs are chosen for both US stocks and international stocks asset classes. We have decided to use general emerging market stocks ETFs (EEM or VWO) instead of some thinly traded high dividend emerging market stock ETFs. This situation will be changed once the high yield emerging market stock ETFs become more liquid and tradable. The bond etf's and funds are chosen to be aligned with a rising interest rate market



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