MyPlanIQ White_Demetrius Business Investment

White_Demetrius Business Investment

This Plan is unrated.
Investment Options
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX REREX
COMMODITIES
Commodities Energy USO USO
Others
Conservative Allocation PCBFX SSga Conservative Strategic Bal Fund
ROOT ^DWC Federal Reserve Total Return
ROOT PSS collective Invesco Stable ValueTrust Fund
US EQUITY
Small Growth PENNX Pennsylvania Mutual Fund Service
LARGE GROWTH JCAPX Janus Adviser Forty S-Shares Fund
LARGE BLEND NYVTX Davis New York Venture Fund
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
Intermediate-Term Bond BAGIX SSga Aggregate Bond Index Fund
Intermediate-Term Bond PTRAX Pimco Total Return Fund
Total Available Funds: 22
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Blend REREX REREX
COMMODITIES
Commodities Energy USO USO
Others
Conservative Allocation PCBFX SSga Conservative Strategic Bal Fund
ROOT ^DWC Federal Reserve Total Return
ROOT PSS collective Invesco Stable ValueTrust Fund
EQUITY DOY DOY
ROOT BCO BCO
ROOT XOM Exxon Mobil Savings Plan
Moderate Allocation BCGTX SSga Moderate Strategic Bal Fund
ROOT BCAR Cash Component of The Stock Fund
ROOT PUSH Publix Stock
ROOT WMT Wal-Mart
US EQUITY
Small Growth PENNX Pennsylvania Mutual Fund Service
LARGE GROWTH JCAPX Janus Adviser Forty S-Shares Fund
LARGE BLEND NYVTX Davis New York Venture Fund
LARGE BLEND SVSPX SSga S&P 500 Index Fund
Mid-Cap Growth VLIFX VLIFX
US EQUITY GCOG Gulf Coast,Oil & Gas Inc.
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund
Intermediate-Term Bond BAGIX SSga Aggregate Bond Index Fund
Intermediate-Term Bond PTRAX Pimco Total Return Fund
Bank Loan XPITX Invesco Value Trust Fund
Total Available Funds: 22
  • 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
INTERNATIONAL EQUITY
Foreign Large Blend REREX REREX 57% 3 60 0 0.9% 3.74%
COMMODITIES
Commodities Energy USO USO 89% 3 60 0 0.6% 0%
Others
Conservative Allocation PCBFX SSga Conservative Strategic Bal Fund 68% 3 60 0 0.82% 4.31%
ROOT ^DWC Federal Reserve Total Return 43% 3 60 0 NA 0%
ROOT PSS collective Invesco Stable ValueTrust Fund 0% 3 60 0 NA 0%
EQUITY DOY DOY 0% 3 60 0 NA NA
ROOT BCO BCO 0% 3 60 0 NA 0.99%
ROOT XOM Exxon Mobil Savings Plan 0% 3 60 0 NA 3.65%
Moderate Allocation BCGTX SSga Moderate Strategic Bal Fund 0% 3 60 0 0.79% 2.46%
ROOT BCAR Cash Component of The Stock Fund 0% 3 60 0 NA 0%
ROOT PUSH Publix Stock 0% 3 60 0 NA 1.15%
ROOT WMT Wal-Mart 0% 3 60 0 NA 1.49%
US EQUITY
Small Growth PENNX Pennsylvania Mutual Fund Service 100% 3 60 0 0.96% 0.36%
LARGE GROWTH JCAPX Janus Adviser Forty S-Shares Fund 95% 3 60 0 1.64% 8.47%
LARGE BLEND NYVTX Davis New York Venture Fund 92% 3 60 0 1.75% 8.07%
LARGE BLEND SVSPX SSga S&P 500 Index Fund 75% 3 60 0 0.16% 8.53%
Mid-Cap Growth VLIFX VLIFX 65% 3 60 0 1.07% 0.03%
US EQUITY GCOG Gulf Coast,Oil & Gas Inc. 0% 3 60 0 NA NA
FIXED INCOME
Intermediate-Term Bond DODIX Dodge & Cox Income Fund 87% 3 60 0 0.33% 3.91%
Intermediate-Term Bond BAGIX SSga Aggregate Bond Index Fund 83% 3 60 0 0.3% 3.38%
Intermediate-Term Bond PTRAX Pimco Total Return Fund 66% 3 60 0 0.8% 4.94%
Bank Loan XPITX Invesco Value Trust Fund 0% 3 60 0 NA 1.88%
Average Expense Ratio: 0.84%
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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
This plan consists of 22 funds, some of them are: XPITX, PTRAX, NYVTX, SVSPX, WMT, JCAPX.
Hello Now that we've survived the dotcom boom, we all own our own domain names, and we've become accustomed to file sharing, we can get back to the roots of the internet it's the accuracy and credibility of the content producer that determines the legitimacy of the content itself. the plan is a high levels of investment and business with a large volatility in it help to take control of my life with stcck, bond, oil, commodity, moneyMarket,. mutualfund, education, groceries, entertainment, general merchandise, gasoline/fuel, however one of the benefits of the business internet is the ability to put on your detective's hat it do get a little snooping. take off on a fast track of your life! 
p.s Demetrius White


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