MyPlanIQ Major Brokerage Investor KFQ Tactical Asset Allocation Global Moderately Agressive

KFQ Tactical Asset Allocation Global Moderately Agressive

This Plan is unrated.
Investment Options
Total Available Funds: 49
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate RWX RWX
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
EUROPE STOCK VGK Vanguard MSCI Europe ETF
Total Available Funds: 49
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
Global Real Estate RWX RWX
REAL ESTATE VNQ Vanguard REIT Index ETF
Global Real Estate VNQI Vnqi
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA
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
JAPAN STOCK DXJ Dxj
COMMODITIES
Commodities Precious Metals GLD Gld
Commodities Energy USO USO
Others
Utilities XLU Utilities Select Sector SPDR
Health XLV Xlv
Consumer Defensive XLP Consumer Staples Select Sector SPDR
Equity Energy AMLP Amlp
FIXED INCOME
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Intermediate-Term Bond MBB iShares Barclays MBS Bond
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
Emerging Markets Bond PCY Pcy
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd
LONG GOVERNMENT TLT Tlt
LONG GOVERNMENT TLH Tlh
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
Bank Loan BKLN PowerShares Senior Loan Port
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
High Yield Bond SJNK SPDR BarCap ST High Yield Bond ETF
Long-Term Bond PGF Pgf
Intermediate-Term Bond CIU iShares Barclays Intermediate Credit Bd
Short-Term Bond CSJ iShares Barclays 1-3 Year Credit Bond
US EQUITY
MID-CAP VALUE DVY iShares Dow Jones Select Dividend Index
LARGE BLEND SPY Spy
SMALL BLEND IWM Iwm
LARGE VALUE DIA SPDR Dow Jones Industrial Average
LARGE GROWTH QQQQ Qqqq
LARGE BLEND IWB Iwb
LARGE BLEND VTI VTI
MID-CAP BLEND IWR Iwr
LARGE VALUE SDY SPDR S&P Dividend
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
LARGE VALUE SPLV PowerShares S&P 500 Low Volatility
LARGE VALUE USMV iShares MSCI USA Min Volatility
Total Available Funds: 49
  • 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 EEM iShares MSCI Emerging Markets Index 100% 1 60 0 0.7% 2.63%
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc 99% 1 60 0 0.63% 5.4%
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF 97% 1 60 0 0.08% 3.51%
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate 100% 1 60 0 0.4% 2.84%
Global Real Estate RWX RWX 98% 1 60 0 0.59% 4.27%
REAL ESTATE VNQ Vanguard REIT Index ETF 95% 1 60 0 0.12% 4.08%
Global Real Estate VNQI Vnqi 34% 1 60 0 0.12% 0.56%
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA 100% 1 60 0 0.33% 2.9%
Foreign Large Blend VEA Vanguard MSCI EAFE ETF 97% 1 60 0 0.05% 3.11%
EUROPE STOCK VGK Vanguard MSCI Europe ETF 96% 1 60 0 0.09% 3.12%
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx 92% 1 60 0 0.51% 6.63%
JAPAN STOCK DXJ Dxj 14% 1 60 0 0.48% 2.93%
COMMODITIES
Commodities Precious Metals GLD Gld 93% 1 60 0 0.4% 0%
Commodities Energy USO USO 89% 1 60 0 0.6% 0%
Others
Utilities XLU Utilities Select Sector SPDR 96% 1 60 0 0.09% 3.45%
Health XLV Xlv 96% 1 60 0 0.09% 1.5%
Consumer Defensive XLP Consumer Staples Select Sector SPDR 96% 1 60 0 0.09% 2.54%
Equity Energy AMLP Amlp 63% 1 60 0 0.85% 7.95%
FIXED INCOME
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury 100% 1 60 0 0.15% 3.01%
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-Term Bond MBB iShares Barclays MBS Bond 99% 1 60 0 0.04% 3.54%
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond 98% 1 60 0 0.15% 2.48%
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond 98% 1 60 0 0.15% 3.11%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond 97% 1 60 0 0.19% 2.76%
Emerging Markets Bond PCY Pcy 95% 1 60 0 0.5% 6.7%
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd 94% 1 60 0 0.49% 5.79%
LONG GOVERNMENT TLT Tlt 91% 1 60 0 0.15% 3.59%
LONG GOVERNMENT TLH Tlh 78% 1 60 0 0.15% 4.02%
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond 64% 1 60 0 0.14% 4.15%
Bank Loan BKLN PowerShares Senior Loan Port 40% 1 60 0 0.65% 8.83%
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 36% 1 60 0 0.04% 3.02%
High Yield Bond SJNK SPDR BarCap ST High Yield Bond ETF 30% 1 60 0 0.4% 7.1%
Long-Term Bond PGF Pgf 15% 1 60 0 0.56% 5.92%
Intermediate-Term Bond CIU iShares Barclays Intermediate Credit Bd 5% 1 60 0 0.2% 1.8%
Short-Term Bond CSJ iShares Barclays 1-3 Year Credit Bond 0% 1 60 0 0.2% 1.27%
US EQUITY
MID-CAP VALUE DVY iShares Dow Jones Select Dividend Index 100% 1 60 0 0.38% 3.84%
LARGE BLEND SPY Spy 100% 1 60 0 0.09% 1.3%
SMALL BLEND IWM Iwm 99% 1 60 0 0.19% 1.33%
LARGE VALUE DIA SPDR Dow Jones Industrial Average 98% 1 60 0 0.16% 1.74%
LARGE GROWTH QQQQ Qqqq 97% 1 60 0 NA 0.16%
LARGE BLEND IWB Iwb 97% 1 60 0 0.15% 1.23%
LARGE BLEND VTI VTI 96% 1 60 0 0.03% 1.35%
MID-CAP BLEND IWR Iwr 94% 1 60 0 0.19% 1.37%
LARGE VALUE SDY SPDR S&P Dividend 94% 1 60 0 0.35% 2.62%
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF 94% 1 60 0 0.08% 3.01%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 93% 1 60 0 0.08% 1.8%
LARGE VALUE SPLV PowerShares S&P 500 Low Volatility 21% 1 60 0 0.25% 2.44%
LARGE VALUE USMV iShares MSCI USA Min Volatility 19% 1 60 0 0.15% 1.28%
Average Expense Ratio: 0.26%
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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. Also Alternative investments are added for instances where they could add to non correlation . 



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