MyPlanIQ D&W Construction and Homebuilding REIT Service

D&W Construction and Homebuilding REIT Service

This Plan is unrated.
Investment Options
Total Available Funds: 156
Asset Class Ticker Description Rating
Others
EQUITY (LDHOF) Land and New Houses Building
EQUITY (LDHUF) Land and New Houses Building
EQUITY HUSE-K Rebuild Houses
FIXED INCOME
Intermediate Government PAGNX Pimco Ginnie Mae Housing and Urban Development.
Intermediate Government BGNAX Ginnie Mae Housing and Urban Development.
US EQUITY
US EQUITY AVNT Community of Aventura Fla Townhouse Complex
US EQUITY RMX Ready Mix Inc
US EQUITY BUTL Butler Service
Total Available Funds: 156
Asset Class Ticker Description Rating
Others
EQUITY (LDHOF) Land and New Houses Building
EQUITY (LDHUF) Land and New Houses Building
EQUITY HUSE-K Rebuild Houses
EQUITY HUMXX I need to find my Hummer H2 SUV Truck
EQUITY RENT Rent Group Inc
EQUITY ABNB Airbnb Home Rental or Lease
EQUITY REHB RE Home Building - White Deme
EQUITY LEND-K Lender Mortgage Home & Keys
EQUITY MGRD City of Miami Gardens REIT Developer
EQUITY HCVP Houseing Choinc Voucher Program (Fed)
EQUITY REFA Refinancial Home Service
EQUITY FORE Fore-Closure Home & Properties
EQUITY (Z) Zillow Home REIT
EQUITY ZG Zillow REIT Group
EQUITY CIH Conventional Income houses
EQUITY S/CHD-K Suburban Conventional homes
EQUITY S/MIH Suburban Moderate Income Houses
EQUITY F/MHX Family Moderate Homes
EQUITY FLCH-K Florida Low Income Houses & Keys
EQUITY DW-AHF DW / Affordable Housing Federal
EQUITY FEMY FEMA Sys Inc
EQUITY SECT-K Section 8 Houses Keys
EQUITY PHCF Public Housing and Community Finance
EQUITY LRET-K Lifestyle Real Estate & Keys
ROOT WIN Property / Windstream Insurance
EQUITY KEYS-K Property Keys
EQUITY TH/BD New Townhouses Building Development
EQUITY TH/CB Townhomes Construction Builders
EQUITY THC/BW Townhomes Construction B.White
ROOT ELS Lifestyle Properties Luxury Homes
EQUITY D/TAMY Dem /Tammy
EQUITY UHGWW United Homes Builders and Construction
EQUITY UHG United Homes Builders
EQUITY UMRRF Masters Residential Property
EQUITY BOKFL Upscale Mortgage Brokers FLA
EQUITY LAND/P Land Properties
EQUITY TREC TER Construction Luxury Homes Builders
EQUITY GOLF.K Golf Club and Hotel Resorts
ROOT TEEE Golf Club
EQUITY CRDV Community Redevelopment & Reinventment
EQUITY RISE_K Luxury Hi-Rise Condos - Keys
EQUITY RISE Luxury Hi-Rise Hotels - Neki
EQUITY HOTL Hotels & Resorts
EQUITY DHXM Development Hotels
EQUITY DHBC/W Development Housing Build Contractors
EQUITY P/TAX State Properties Tax
EQUITY YADY_GF Yandy
EQUITY (CHRSY) Chrissy
EQUITY (VICE) Vice Lord
EQUITY DHB/C Development Homes Builders Contractors
EQUITY LUX/HP New Luxury Home Properties
EQUITY LUX/A New Luxury Apartments
EQUITY LUXH Luxury Hotels Inc
EQUITY DOOR-K Doors & Windows Installer Service
EQUITY TILE/F TILE Floors Service
EQUITY (SCAP) Lawnscapers & Lawns Services
EQUITY LEN-B Lennar Homes Building
ROOT (LIBHA) Liberty Homes, Inc
EQUITY HOMZ-K Home - Keys Invests
EQUITY UCB Urban Construction Build
EQUITY FPL Florida Power & Light Group
ROOT MBKR Mortgage Brokers Inc.
EQUITY MAIN:K Apartment Maintenance
EQUITY (CR) High-Rise Air Crane Operations Inc
EQUITY RESI-K Residence Community Homes & Keys
EQUITY AUTLY Housing Authority
Consumer Cyclical ITB U S Home Construction building
ROOT NEE NextEra Energy
EQUITY DCAR Chevy Impala Convertible 1972 Dark Blue Donk
EQUITY NWHM-K New Homes Mansions Keys
EQUITY HOUS New Houses REIT
EQUITY HOME-K New Homes Keys
ROOT HME Home Properties, Inc.
EQUITY NYCB-K New York Community Building
EQUITY SWCC Statewide Construction Co
EQUITY BID Sotheby’s Luxury International Realty
EQUITY USCR U.S. Concrete Inc
EQUITY SMIX Supermix Concrete
ROOT CCSG Construction Concrete
ROOT DCM NTT DoConcrete Brick Mason Construction
EQUITY UE Urban Community Properties
EQUITY LAND/O Land & Owner
EQUITY MBGAF Mercedes Benz
EQUITY MDH-U Miami-Dade Housing Unit
EQUITY HAUS Trust - Home Appreciation U.S. REIT
ROOT (EQR) Residential Homes
Industrials FLM Engineering and Construction
EQUITY PROP Property & Homes
ROOT MMAB Municipal Mortgage
EQUITY PL./TAX Properties Land Tax
EQUITY LGIH LGI Home Building
EQUITY IBDC IBDC Construction Homebuilding
EQUITY ESTAX EstateTax
EQUITY LAND-M Land & Mansions
EQUITY LAND Land and New Homes Development
EQUITY ARCH-K Archer Western Construction Inc.
EQUITY CTLE Construction Trucking & Engineering
EQUITY NOAC North American Construction
EQUITY LOAN Construction Home Loan
ROOT MIM MI Homes Development
EQUITY HLXA Hampton Village Apt.
EQUITY MORT-K Mortgage Home & Keys !00%
EQUITY RCTC Ready Credit
EQUITY APTS New Apartments Community
EQUITY TPH TRI POINTE HOMES GROUP
EQUITY HSG New Houseing
Consumer Cyclical FSHOX Construction & Housing Building
ROOT CHCI Commercial Homebuilding
EQUITY BLG Building Materials Construction
ROOT (AHMIQ) American Home Mortgage
EQUITY ATLC Atlanta Construction
EQUITY (HIDE) Hidden Cove Community
EQUITY CALF-K California Home-Keys
ROOT CDEVY City Developments
EQUITY CONS Construction
EQUITY LINX LIN Painting Contractor
EQUITY LEAD-K LEAD Engineering Construction
EQUITY POOL Pool Build & Remodel Company
ROOT (LRY) Liberty Property
ROOT MAA Mid-America Luxury Apartment
ROOT AIV Apartment Investment & Management
EQUITY AGMHX Ginnie Mae Home
EQUITY SUBB Suburban Homes
ROOT HGPI Horizon Group Propertie
EQUITY HUD U.S Housing And Urban Development
EQUITY RDFN Redfin Homes
ROOT RYL Ryland Homes
ROOT MHO M/I Homes
EQUITY KBH KB Homes
EQUITY TMHC Taylor Morrison Home Build
ROOT MDC M.C.D Home Construction Building
ROOT HOV Hovnanian Home
EQUITY TOL Toll Brothers Homes Construction
ROOT MTH Meritage Homes
ROOT LEN Lennar Homes Construction
ROOT PHM PulteGroup Homes
ROOT DHI D.R. Horton Homes
EQUITY RH RH FURNITURE STORS
ROOT BZH Beazer Homes
EQUITY RMAX-K RE/MAX-KEYS
EQUITY ATLKY Atlanta Home Keys
EQUITY NVR NVR Home Construction Inc
EQUITY CIC CIC Construction Group
EQUITY (DEED) Deed Legal Documents the Owner of the Property
FIXED INCOME
Intermediate Government PAGNX Pimco Ginnie Mae Housing and Urban Development.
Intermediate Government BGNAX Ginnie Mae Housing and Urban Development.
US EQUITY
US EQUITY AVNT Community of Aventura Fla Townhouse Complex
US EQUITY RMX Ready Mix Inc
US EQUITY BUTL Butler Service
US EQUITY OHB New Orleans Homebuilders
US EQUITY HMSM The Concierge Hotels Management Systems - Neki
LARGE GROWTH (JGOCX) Janus Construction & Engineering
US EQUITY FRE Freddie Mac Single-Family Homes
US EQUITY FXRE Real Estate and Entertainment Inc
US EQUITY PHHM Palm Harbor New Homes
US EQUITY BHS Brookfield Homes
Total Available Funds: 156
  • 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
Others
EQUITY (LDHOF) Land and New Houses Building 0% 3 60 0 NA NA
EQUITY (LDHUF) Land and New Houses Building 0% 3 60 0 NA NA
EQUITY HUSE-K Rebuild Houses 0% 3 60 0 NA NA
EQUITY HUMXX I need to find my Hummer H2 SUV Truck 0% 3 60 0 NA NA
EQUITY RENT Rent Group Inc 0% 3 60 0 NA NA
EQUITY ABNB Airbnb Home Rental or Lease 0% 3 60 0 NA NA
EQUITY REHB RE Home Building - White Deme 0% 3 60 0 NA NA
EQUITY LEND-K Lender Mortgage Home & Keys 0% 3 60 0 NA NA
EQUITY MGRD City of Miami Gardens REIT Developer 0% 3 60 0 NA NA
EQUITY HCVP Houseing Choinc Voucher Program (Fed) 0% 3 60 0 NA NA
EQUITY REFA Refinancial Home Service 0% 3 60 0 NA NA
EQUITY FORE Fore-Closure Home & Properties 0% 3 60 0 NA NA
EQUITY (Z) Zillow Home REIT 0% 3 60 0 NA NA
EQUITY ZG Zillow REIT Group 0% 3 60 0 NA NA
EQUITY CIH Conventional Income houses 0% 3 60 0 NA NA
EQUITY S/CHD-K Suburban Conventional homes 0% 3 60 0 NA NA
EQUITY S/MIH Suburban Moderate Income Houses 0% 3 60 0 NA NA
EQUITY F/MHX Family Moderate Homes 0% 3 60 0 NA NA
EQUITY FLCH-K Florida Low Income Houses & Keys 0% 3 60 0 NA NA
EQUITY DW-AHF DW / Affordable Housing Federal 0% 100 60 0 NA NA
EQUITY FEMY FEMA Sys Inc 0% 100 60 0 NA NA
EQUITY SECT-K Section 8 Houses Keys 0% 3 60 0 NA NA
EQUITY PHCF Public Housing and Community Finance 0% 3 60 0 NA NA
EQUITY LRET-K Lifestyle Real Estate & Keys 0% 100 60 0 NA NA
ROOT WIN Property / Windstream Insurance 0% 3 60 0 NA NA
EQUITY KEYS-K Property Keys 0% 3 60 0 NA NA
EQUITY TH/BD New Townhouses Building Development 0% 3 60 0 NA NA
EQUITY TH/CB Townhomes Construction Builders 0% 3 60 0 NA NA
EQUITY THC/BW Townhomes Construction B.White 0% 3 60 0 NA NA
ROOT ELS Lifestyle Properties Luxury Homes 0% 3 60 0 NA NA
EQUITY D/TAMY Dem /Tammy 0% 3 60 0 NA NA
EQUITY UHGWW United Homes Builders and Construction 0% 3 60 0 NA NA
EQUITY UHG United Homes Builders 0% 3 60 0 NA NA
EQUITY UMRRF Masters Residential Property 0% 3 60 0 NA NA
EQUITY BOKFL Upscale Mortgage Brokers FLA 0% 3 60 0 NA NA
EQUITY LAND/P Land Properties 0% 3 60 0 NA NA
EQUITY TREC TER Construction Luxury Homes Builders 0% 3 60 0 NA NA
EQUITY GOLF.K Golf Club and Hotel Resorts 0% 3 60 0 NA NA
ROOT TEEE Golf Club 0% 3 60 0 NA NA
EQUITY CRDV Community Redevelopment & Reinventment 0% 3 60 0 NA NA
EQUITY RISE_K Luxury Hi-Rise Condos - Keys 0% 3 60 0 NA NA
EQUITY RISE Luxury Hi-Rise Hotels - Neki 0% 3 60 0 NA NA
EQUITY HOTL Hotels & Resorts 0% 3 60 0 NA NA
EQUITY DHXM Development Hotels 0% 3 60 0 NA NA
EQUITY DHBC/W Development Housing Build Contractors 0% 3 60 0 NA NA
EQUITY P/TAX State Properties Tax 0% 3 60 0 NA NA
EQUITY YADY_GF Yandy 0% 3 60 0 NA NA
EQUITY (CHRSY) Chrissy 0% 3 60 0 NA NA
EQUITY (VICE) Vice Lord 0% 94 60 0 NA NA
EQUITY DHB/C Development Homes Builders Contractors 0% 3 60 0 NA NA
EQUITY LUX/HP New Luxury Home Properties 0% 3 60 0 NA NA
EQUITY LUX/A New Luxury Apartments 0% 3 60 0 NA NA
EQUITY LUXH Luxury Hotels Inc 0% 3 60 0 NA NA
EQUITY DOOR-K Doors & Windows Installer Service 0% 3 60 0 NA NA
EQUITY TILE/F TILE Floors Service 0% 3 60 0 NA NA
EQUITY (SCAP) Lawnscapers & Lawns Services 0% 3 60 0 NA NA
EQUITY LEN-B Lennar Homes Building 0% 3 60 0 NA NA
ROOT (LIBHA) Liberty Homes, Inc 0% 3 60 0 NA NA
EQUITY HOMZ-K Home - Keys Invests 0% 3 60 0 NA NA
EQUITY UCB Urban Construction Build 0% 3 60 0 NA NA
EQUITY FPL Florida Power & Light Group 0% 3 60 0 NA NA
ROOT MBKR Mortgage Brokers Inc. 0% 3 60 0 NA NA
EQUITY MAIN:K Apartment Maintenance 0% 3 60 0 NA NA
EQUITY (CR) High-Rise Air Crane Operations Inc 0% 3 60 0 NA NA
EQUITY RESI-K Residence Community Homes & Keys 0% 3 60 0 NA NA
EQUITY AUTLY Housing Authority 0% 3 60 0 NA NA
Consumer Cyclical ITB U S Home Construction building 0% 94 60 0 NA NA
ROOT NEE NextEra Energy 0% 3 60 0 NA NA
EQUITY DCAR Chevy Impala Convertible 1972 Dark Blue Donk 0% 3 60 0 NA NA
EQUITY NWHM-K New Homes Mansions Keys 0% 3 60 0 NA NA
EQUITY HOUS New Houses REIT 0% 3 60 0 NA NA
EQUITY HOME-K New Homes Keys 0% 100 60 0 NA NA
ROOT HME Home Properties, Inc. 0% 100 60 0 NA NA
EQUITY NYCB-K New York Community Building 0% 3 60 0 NA NA
EQUITY SWCC Statewide Construction Co 0% 3 60 0 NA NA
EQUITY BID Sotheby’s Luxury International Realty 0% 3 60 0 NA NA
EQUITY USCR U.S. Concrete Inc 0% 75 60 0 NA NA
EQUITY SMIX Supermix Concrete 0% 3 60 0 NA NA
ROOT CCSG Construction Concrete 0% 100 60 0 NA NA
ROOT DCM NTT DoConcrete Brick Mason Construction 0% 100 60 0 NA NA
EQUITY UE Urban Community Properties 0% 99 60 0 NA NA
EQUITY LAND/O Land & Owner 0% 3 60 0 NA NA
EQUITY MBGAF Mercedes Benz 0% 3 60 0 NA NA
EQUITY MDH-U Miami-Dade Housing Unit 0% 3 60 0 NA NA
EQUITY HAUS Trust - Home Appreciation U.S. REIT 0% 3 60 0 NA NA
ROOT (EQR) Residential Homes 0% 3 60 0 NA NA
Industrials FLM Engineering and Construction 0% 94 60 0 NA NA
EQUITY PROP Property & Homes 0% 100 60 0 NA NA
ROOT MMAB Municipal Mortgage 0% 3 60 0 NA NA
EQUITY PL./TAX Properties Land Tax 0% 3 60 0 NA NA
EQUITY LGIH LGI Home Building 0% 3 60 0 NA NA
EQUITY IBDC IBDC Construction Homebuilding 0% 100 60 0 NA NA
EQUITY ESTAX EstateTax 0% 100 60 0 NA NA
EQUITY LAND-M Land & Mansions 0% 100 60 0 NA NA
EQUITY LAND Land and New Homes Development 0% 100 60 0 NA NA
EQUITY ARCH-K Archer Western Construction Inc. 0% 3 60 0 NA NA
EQUITY CTLE Construction Trucking & Engineering 0% 87 60 0 NA NA
EQUITY NOAC North American Construction 0% 100 60 0 NA NA
EQUITY LOAN Construction Home Loan 0% 3 60 0 NA NA
ROOT MIM MI Homes Development 0% 100 60 0 NA NA
EQUITY HLXA Hampton Village Apt. 0% 100 60 0 NA NA
EQUITY MORT-K Mortgage Home & Keys !00% 0% 100 60 0 NA NA
EQUITY RCTC Ready Credit 0% 100 60 0 NA NA
EQUITY APTS New Apartments Community 0% 3 60 0 NA NA
EQUITY TPH TRI POINTE HOMES GROUP 0% 50 60 0 NA NA
EQUITY HSG New Houseing 0% 3 60 0 NA NA
Consumer Cyclical FSHOX Construction & Housing Building 0% 70 60 0 NA NA
ROOT CHCI Commercial Homebuilding 0% 67 60 0 NA NA
EQUITY BLG Building Materials Construction 0% 100 60 0 NA NA
ROOT (AHMIQ) American Home Mortgage 0% 100 60 0 NA NA
EQUITY ATLC Atlanta Construction 0% 100 60 0 NA NA
EQUITY (HIDE) Hidden Cove Community 0% 3 60 0 NA NA
EQUITY CALF-K California Home-Keys 0% 3 60 0 NA NA
ROOT CDEVY City Developments 0% 3 60 0 NA NA
EQUITY CONS Construction 0% 3 60 0 NA NA
EQUITY LINX LIN Painting Contractor 0% 3 60 0 NA NA
EQUITY LEAD-K LEAD Engineering Construction 0% 3 60 0 NA NA
EQUITY POOL Pool Build & Remodel Company 0% 100 60 0 NA NA
ROOT (LRY) Liberty Property 0% 100 60 0 NA NA
ROOT MAA Mid-America Luxury Apartment 0% 100 60 0 NA NA
ROOT AIV Apartment Investment & Management 0% 100 60 0 NA NA
EQUITY AGMHX Ginnie Mae Home 0% 3 60 0 NA NA
EQUITY SUBB Suburban Homes 0% 100 60 0 NA NA
ROOT HGPI Horizon Group Propertie 0% 3 60 0 NA NA
EQUITY HUD U.S Housing And Urban Development 0% 100 60 0 NA NA
EQUITY RDFN Redfin Homes 0% 3 60 0 NA NA
ROOT RYL Ryland Homes 0% 100 60 0 NA NA
ROOT MHO M/I Homes 0% 100 60 0 NA NA
EQUITY KBH KB Homes 0% 100 60 0 NA NA
EQUITY TMHC Taylor Morrison Home Build 0% 3 60 0 NA NA
ROOT MDC M.C.D Home Construction Building 0% 96 60 0 NA NA
ROOT HOV Hovnanian Home 0% 3 60 0 NA NA
EQUITY TOL Toll Brothers Homes Construction 0% 3 60 0 NA NA
ROOT MTH Meritage Homes 0% 3 60 0 NA NA
ROOT LEN Lennar Homes Construction 0% 100 60 0 NA NA
ROOT PHM PulteGroup Homes 0% 100 60 0 NA NA
ROOT DHI D.R. Horton Homes 0% 100 60 0 NA NA
EQUITY RH RH FURNITURE STORS 0% 100 60 0 NA NA
ROOT BZH Beazer Homes 0% 100 60 0 NA NA
EQUITY RMAX-K RE/MAX-KEYS 0% 100 60 0 NA NA
EQUITY ATLKY Atlanta Home Keys 0% 100 60 0 NA NA
EQUITY NVR NVR Home Construction Inc 0% 100 60 0 NA NA
EQUITY CIC CIC Construction Group 0% 100 60 0 NA NA
EQUITY (DEED) Deed Legal Documents the Owner of the Property 0% 3 60 0 NA NA
FIXED INCOME
Intermediate Government PAGNX Pimco Ginnie Mae Housing and Urban Development. 0% 100 60 0 NA NA
Intermediate Government BGNAX Ginnie Mae Housing and Urban Development. 0% 100 60 0 NA NA
US EQUITY
US EQUITY AVNT Community of Aventura Fla Townhouse Complex 0% 3 60 0 NA NA
US EQUITY RMX Ready Mix Inc 0% 93 60 0 NA NA
US EQUITY BUTL Butler Service 0% 100 60 0 NA NA
US EQUITY OHB New Orleans Homebuilders 0% 100 60 0 NA NA
US EQUITY HMSM The Concierge Hotels Management Systems - Neki 0% 100 60 0 NA NA
LARGE GROWTH (JGOCX) Janus Construction & Engineering 0% 100 60 0 NA NA
US EQUITY FRE Freddie Mac Single-Family Homes 0% 89 60 0 NA NA
US EQUITY FXRE Real Estate and Entertainment Inc 0% 100 60 0 NA NA
US EQUITY PHHM Palm Harbor New Homes 0% 3 60 0 NA NA
US EQUITY BHS Brookfield Homes 0% 100 60 0 NA NA
Sign up to get fund ranking change alerts

* If you find the above investment options have changed, please email us the latest change or directly Modify Investment Options after you login
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*
Click to Create Model Portfolio

Sign up or Login and subscribe to get rebalance emails for this portfolio
*     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 156 funds, some of them are: (DEED), CIC, NVR , ATLKY , RMAX-K, BZH.



Register for FREE No Credit Card Required
Or Start FREE 30-day trial now >>
MyPlanIQ Newsletters
Get Started
Search

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

Tens of thousands of users have signed up!

Join Now (Free)
No Credit Card Required

User names can only consist of alphabetic and
numeric characters.(eg: 0-9a-zA-Z)
I agree to the Terms of use

Login With Facebook:

Get Started Now. It's Free!

Get portfolio suggestions for your
401k plan or brokerage accounts

Powered by MyPlanIQ
You have created an account on MyPlanIQ.com by using this email "", please login MyPlanIQ account or reset your password.