MyPlanIQ DMETRIUS WHITE USNAVY & USCG CAPT(06) ADM(10) AIR & MARITIME ENFORCEMENT

DMETRIUS WHITE USNAVY & USCG CAPT(06) ADM(10) AIR & MARITIME ENFORCEMENT

This Plan is unrated.
Investment Options
Total Available Funds: 35
Asset Class Ticker Description Rating
Others
ROOT NTSC National Technical Systems
EQUITY (COLA) 2025 Cost-of-Living Adjustments
EQUITY GOVT-K Government Office
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE U.S.Coast Guard (Gov
US EQUITY
US EQUITY IDCO USCG ID-CONFIRM
Total Available Funds: 35
Asset Class Ticker Description Rating
Others
ROOT NTSC National Technical Systems
EQUITY (COLA) 2025 Cost-of-Living Adjustments
EQUITY GOVT-K Government Office
EQUITY (FPS -DG) Federal Protective Service Police K-9 Unit Dmetrius W(Gov)
EQUITY (F-PD) Federal Police District
EQUITY EDO/W-K U.S Navy Engineering Duty Officers - D.White
EQUITY SEAL-P-B U.S. Navy Seal Officer
EQUITY SEAL-P-A U.S. Navy Physican Assistan
EQUITY PHYS-K U.S. Navy Physician Medical Doctor
EQUITY ICUI U.S. Navy ICU Medical
EQUITY (ELTZG) U.S. Navy Elite Group
EQUITY FRCN U.S. Navy Firemans Contractors
EQUITY USNA-K U,S Navy Aviation
EQUITY JAGG-K U.S Navy Judge Advocate General
EQUITY VETZ Academy for Military Veterans
EQUITY GKPRF USCG GATEKEEPER SYS IN & OUT
3.CASH ASSET CASH U.S.Coast Guard Cash Deposit
EQUITY DOGS-K9 USCG AGENT DMETRIUS DOGS K-9
EQUITY (DRUA-K) USCG DRUGS / Agent D.White
ROOT PAYD PAY "D
EQUITY WARR-U USCG WARRANT OFFICER -DWHITE
EQUITY ELTZ USCG ELITE GROUP (CAPT 06 ADM 10 DWHITE)
ROOT PPDA CRUDE OIL PIPELINE LLC
EQUITY PACD PACIFIC OIL DRILLING LLC
EQUITY (CGBCF) USCG BASE COMMANDENT OFFICER -DWHITE
EQUITY DOGS-K USCG DOGS- K9
EQUITY AIFS USCG DRUG AGENT INFORMATION
EQUITY JAG/GX USCG Judge Advocate General
EQUITY BAKPF GLOBAL OIL &GAS ONSHORE OFFSHORE PLATFORM
EQUITY BAKPD GLOBAL OIL &GAS ONSHORE OFFSHORE PLATFORM
EQUITY MONI WORLD OIL GORUP ONSHORE OFFSHORE PLATFORM
EQUITY WOGI WORLD OIL GORUP ONSHORE OFFSHORE PLATFORM
EQUITY (MYCG ) MY COAST GUARD
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE U.S.Coast Guard (Gov
US EQUITY
US EQUITY IDCO USCG ID-CONFIRM
Total Available Funds: 35
  • 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
ROOT NTSC National Technical Systems 0% 3 60 0 NA 0%
EQUITY (COLA) 2025 Cost-of-Living Adjustments 0% 3 60 0 NA NA
EQUITY GOVT-K Government Office 0% 3 60 0 NA NA
EQUITY (FPS -DG) Federal Protective Service Police K-9 Unit Dmetrius W(Gov) 0% 3 60 0 NA NA
EQUITY (F-PD) Federal Police District 0% 3 60 0 NA NA
EQUITY EDO/W-K U.S Navy Engineering Duty Officers - D.White 0% 3 60 0 NA NA
EQUITY SEAL-P-B U.S. Navy Seal Officer 0% 3 60 0 NA NA
EQUITY SEAL-P-A U.S. Navy Physican Assistan 0% 3 60 0 NA NA
EQUITY PHYS-K U.S. Navy Physician Medical Doctor 0% 3 60 0 NA NA
EQUITY ICUI U.S. Navy ICU Medical 0% 3 60 0 NA 0%
EQUITY (ELTZG) U.S. Navy Elite Group 0% 3 60 0 NA NA
EQUITY FRCN U.S. Navy Firemans Contractors 0% 3 60 0 NA 0%
EQUITY USNA-K U,S Navy Aviation 0% 3 60 0 NA NA
EQUITY JAGG-K U.S Navy Judge Advocate General 0% 3 60 0 NA NA
EQUITY VETZ Academy for Military Veterans 0% 3 60 0 NA 5.54%
EQUITY GKPRF USCG GATEKEEPER SYS IN & OUT 0% 3 60 0 NA 0%
3.CASH ASSET CASH U.S.Coast Guard Cash Deposit 0% 1 60 0 NA 2.61%
EQUITY DOGS-K9 USCG AGENT DMETRIUS DOGS K-9 0% 3 60 0 NA NA
EQUITY (DRUA-K) USCG DRUGS / Agent D.White 0% 3 60 0 NA NA
ROOT PAYD PAY "D 0% 3 60 0 NA 0%
EQUITY WARR-U USCG WARRANT OFFICER -DWHITE 0% 3 60 0 NA NA
EQUITY ELTZ USCG ELITE GROUP (CAPT 06 ADM 10 DWHITE) 0% 3 60 0 NA 0%
ROOT PPDA CRUDE OIL PIPELINE LLC 0% 3 60 0 NA 0%
EQUITY PACD PACIFIC OIL DRILLING LLC 0% 3 60 0 NA 0%
EQUITY (CGBCF) USCG BASE COMMANDENT OFFICER -DWHITE 0% 3 60 0 NA NA
EQUITY DOGS-K USCG DOGS- K9 0% 3 60 0 NA NA
EQUITY AIFS USCG DRUG AGENT INFORMATION 0% 3 60 0 NA 2.05%
EQUITY JAG/GX USCG Judge Advocate General 0% 3 60 0 NA NA
EQUITY BAKPF GLOBAL OIL &GAS ONSHORE OFFSHORE PLATFORM 0% 3 60 0 NA 0%
EQUITY BAKPD GLOBAL OIL &GAS ONSHORE OFFSHORE PLATFORM 0% 3 60 0 NA 0%
EQUITY MONI WORLD OIL GORUP ONSHORE OFFSHORE PLATFORM 0% 3 60 0 NA 0%
EQUITY WOGI WORLD OIL GORUP ONSHORE OFFSHORE PLATFORM 0% 3 60 0 NA 0%
EQUITY (MYCG ) MY COAST GUARD 0% 3 60 0 NA NA
FIXED INCOME
SHORT GOVERNMENT STABLEVALUE U.S.Coast Guard (Gov 16% 3 60 0 NA 28.04%
US EQUITY
US EQUITY IDCO USCG ID-CONFIRM 0% 3 60 0 NA NA
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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*
Click to Create Model Portfolio

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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 35 funds, some of them are: (MYCG ), WOGI, MONI, BAKPD, BAKPF, JAG/GX.


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