MyPlanIQ Major Brokerage Investor WealthcareIQ Selected Sector ETFs

WealthcareIQ Selected Sector ETFs

Investment Menu Rating:

Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
WORLD STOCK ACWI iShares MSCI ACWI Index
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust
Others
Communications IYZ iShares Dow Jones US Telecom
Technology FDN First Trust Dow Jones Internet Index
Consumer Defensive FXG First Trust Consumer Staples AlphaDEX
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
Total Available Funds: 18
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
WORLD STOCK ACWI iShares MSCI ACWI Index
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust
Others
Communications IYZ iShares Dow Jones US Telecom
Technology FDN First Trust Dow Jones Internet Index
Consumer Defensive FXG First Trust Consumer Staples AlphaDEX
Financial FXO First Trust Financials AlphaDEX
Utilities FXU First Trust Utilities AlphaDEX
Industrials ITA iShares Dow Jones US Aerospace & Defense
Industrials IYJ iShares Dow Jones US Industrial
Health PJP PowerShares Dynamic Pharmaceuticals
Equity Energy PXI PowerShares Dynamic Energy
Consumer Cyclical VCR Vanguard Consumer Discretionary ETF
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
Total Available Funds: 18
  • 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 VWO Vanguard MSCI Emerging Markets ETF 97% 0 60 0 0.08% 3.18%
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF 95% 0 60 0 0.12% 5.35%
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard MSCI EAFE ETF 97% 0 60 0 0.05% 3.12%
WORLD STOCK ACWI iShares MSCI ACWI Index 96% 0 60 0 0.32% 1.8%
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust 79% 0 60 0 0.25% 0%
Others
Communications IYZ iShares Dow Jones US Telecom 95% 0 60 0 0.4% 2.46%
Technology FDN First Trust Dow Jones Internet Index 93% 0 60 0 0.52% 0%
Consumer Defensive FXG First Trust Consumer Staples AlphaDEX 90% 0 60 0 0.63% 1.53%
Financial FXO First Trust Financials AlphaDEX 90% 0 60 0 0.62% 1.98%
Utilities FXU First Trust Utilities AlphaDEX 90% 0 60 0 0.64% 2.22%
Industrials ITA iShares Dow Jones US Aerospace & Defense 87% 0 60 0 0.4% 0.82%
Industrials IYJ iShares Dow Jones US Industrial 86% 0 60 0 0.4% 1.01%
Health PJP PowerShares Dynamic Pharmaceuticals 83% 0 60 0 0.57% 0.51%
Equity Energy PXI PowerShares Dynamic Energy 82% 0 60 0 0.6% 0.86%
Consumer Cyclical VCR Vanguard Consumer Discretionary ETF 81% 0 60 0 0.1% 1.15%
FIXED INCOME
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF 99% 0 60 0 0.07% 3.94%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond 97% 0 60 0 0.19% 2.54%
High Yield Bond JNK SPDR Barclays Capital High Yield Bond 93% 0 60 0 0.4% 6.72%
Average Expense Ratio: 0.35%
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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 0.1% 12.2% 4.7% 7.9% 6.5% 6.9%

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Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow -0.4% 5.1% -0.3% 3.7% 4.1% 4.8%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.7% 4.4% 2.5% 14.7% 7.9% 9.9%

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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.


Other Related Portfolios YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*
WealthcareIQ Selected ETFs Tactical Asset Allocation Most Aggressive N/A 0.0% 0.0% 0.0% 0.0%
Description
The plan consists of 18 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, Commodity, REITs and Emerging Market Equity.

Vanguard Consumer Discretionary

VCR

Consumer Goods

First Trust Consumer Staples AlphaDEX

FXG

Consumer Staples

Powershares DWA Energy Momentum Port

PXI

Equity Energy

First Trust Financials AlphaDEX

FXO

Financial

Powershares Dynamic Pharmaceutics

PJP

Health

iShares US Aerospace & Defense

ITA

Industrials

DJ U.S. Basic Materials Sector

IYJ

Basic Materials

First Trust Dow Jones Internet Index

FDN

Technology

VanguardREIT Index

VNQ

Real Estate

iShares US Telecommunications

IYZ

Telecommunications

First Trust Utilities AlphaDEX

FXU

Utilities

iShares Gold Trust

IAU

Commodities Precious Metals

Vanguard Emerging Mrkts

VWO

Diversified Emerging Mrkts

Vanguard FTSE Developed Mrkts

VEA

Developed Markets

iShares MSCI ACWI Index

ACWI

World Stock

SPDR Barclays High Yield Bd

JNK

High Yield Bond

iShares TIPS Bond

TIP

Inflation-Protected Bd

Vanguard Intermediate Term Bd

BIV

Intermediate Term Bd

 



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