MyPlanIQ ALTERNATE-Izzy-7-12-GLOBAL-MACRO

ALTERNATE-Izzy-7-12-GLOBAL-MACRO

This Plan is unrated.
Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR iyr
Global Real Estate RWX rwx
Emerging Market
DIVERSIFIED EMERGING MKTS EEM eem
DIVERSIFIED EMERGING MKTS VWO vwo
INTERNATIONAL EQUITY
Foreign Large Blend EFA efa
Foreign Small/Mid Blend SCZ scz
Others
Equity Energy XLE xle
Utilities XLU xlu
Financial XLF xlf
Total Available Funds: 27
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR iyr
Global Real Estate RWX rwx
Emerging Market
DIVERSIFIED EMERGING MKTS EEM eem
DIVERSIFIED EMERGING MKTS VWO vwo
INTERNATIONAL EQUITY
Foreign Large Blend EFA efa
Foreign Small/Mid Blend SCZ scz
Others
Equity Energy XLE xle
Utilities XLU xlu
Financial XLF xlf
Health XLV xlv
Consumer Cyclical XLY xly
Industrials XLI xli
Technology XLK xlk
Natural Resources XLB xlb
Health IBB ibb
Consumer Defensive XLP xlp
Technology FDN fdn
Natural Resources IGE ige
Health XPH xph
Consumer Cyclical XRT xrt
COMMODITIES
COMMODITIES BROAD BASKET DBC dbc
Commodities Precious Metals GLD gld
FIXED INCOME
Intermediate-Term Bond AGG agg
WORLD BOND BWX bwx
SHORT GOVERNMENT SHY shy
Inflation-Protected Bond TIP tip
Long-Term Bond LQD lqd
Total Available Funds: 27
  • 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
REAL ESTATE
REAL ESTATE IYR iyr 100% 1 60 0 0.4% 2.45%
Global Real Estate RWX rwx 98% 1 60 0 0.59% 3.15%
Emerging Market
DIVERSIFIED EMERGING MKTS EEM eem 100% 1 60 0 0.7% 2.42%
DIVERSIFIED EMERGING MKTS VWO vwo 97% 1 60 0 0.08% 3.28%
INTERNATIONAL EQUITY
Foreign Large Blend EFA efa 100% 1 60 0 0.33% 3.14%
Foreign Small/Mid Blend SCZ scz 95% 1 60 0 0.4% 3.42%
Others
Equity Energy XLE xle 97% 1 60 0 0.09% 2.31%
Utilities XLU xlu 97% 1 60 0 0.09% 2.54%
Financial XLF xlf 96% 1 60 0 0.09% 1.32%
Health XLV xlv 96% 1 60 0 0.09% 1.26%
Consumer Cyclical XLY xly 96% 1 60 0 0.09% 0.7%
Industrials XLI xli 96% 1 60 0 0.09% 1.25%
Technology XLK xlk 95% 1 60 0 0.09% 0.6%
Natural Resources XLB xlb 95% 1 60 0 0.09% 1.45%
Health IBB ibb 94% 1 60 0 0.45% 0.29%
Consumer Defensive XLP xlp 94% 1 60 0 0.09% 2.15%
Technology FDN fdn 93% 1 60 0 0.52% 0%
Natural Resources IGE ige 88% 1 60 0 0.41% 1.94%
Health XPH xph 79% 1 60 0 0.35% 1.24%
Consumer Cyclical XRT xrt 79% 1 60 0 0.35% 1.47%
COMMODITIES
COMMODITIES BROAD BASKET DBC dbc 94% 1 60 0 0.85% 4.84%
Commodities Precious Metals GLD gld 93% 1 60 0 0.4% 0%
FIXED INCOME
Intermediate-Term Bond AGG agg 100% 1 60 0 0.03% 3.9%
WORLD BOND BWX bwx 98% 1 60 0 0.35% 1.97%
SHORT GOVERNMENT SHY shy 98% 1 60 0 0.15% 4.01%
Inflation-Protected Bond TIP tip 97% 1 60 0 0.19% 2.5%
Long-Term Bond LQD lqd 64% 1 60 0 0.14% 4.54%
Average Expense Ratio: 0.28%
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Model Portfolios

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*
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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*
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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
This plan consists of 27 funds, some of them are: EFA, SCZ, EEM, GLD, DBC, IGE.


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