MyPlanIQ Major Brokerage Investor Retirement Income ETFs

Retirement Income ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
EUROPE STOCK VGK Vanguard MSCI Europe ETF
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
Others
Equity Energy AMJ JPMorgan Alerian MLP Index ETN
Consumer Defensive XLP Consumer Staples Select Sector SPDR
Utilities XLU Utilities Select Sector SPDR
Total Available Funds: 36
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard MSCI Emerging Markets ETF
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate
REAL ESTATE VNQ Vanguard REIT Index ETF
INTERNATIONAL EQUITY
EUROPE STOCK VGK Vanguard MSCI Europe ETF
Foreign Large Blend VEA Vanguard MSCI EAFE ETF
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
Others
Equity Energy AMJ JPMorgan Alerian MLP Index ETN
Consumer Defensive XLP Consumer Staples Select Sector SPDR
Utilities XLU Utilities Select Sector SPDR
FIXED INCOME
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF
Intermediate-Term Bond BOND PIMCO Total Return ETF
Muni National Short SHM SPDR Nuveen Barclays Capital S/T Muni Bd
Muni National Interm MUB iShares S&P National AMT-Free Muni Bd
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
Bank Loan BKLN PowerShares Senior Loan Port
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd
Inflation-Protected Bond TIP iShares Barclays TIPS Bond
Intermediate-Term Bond MBB iShares Barclays MBS Bond
High Yield Bond SJNK SPDR BarCap ST High Yield Bond ETF
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury
Long-Term Bond PFF iShares S&P U.S. Preferred Stock Index
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
INVESTMENT GRADE IGSB iShares Short Term Corp Bond
INVESTMENT GRADE IGIB iShares Intermediate Term Corp
US EQUITY
LARGE VALUE DIA SPDR Dow Jones Industrial Average
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
LARGE VALUE SPLV PowerShares S&P 500 Low Volatility
LARGE VALUE SDY SPDR S&P Dividend
LARGE VALUE USMV iShares MSCI USA Min Volatility
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF
MID-CAP VALUE DVY iShares Dow Jones Select Dividend Index
Total Available Funds: 36
  • 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 51% 0 60 0 0.15% 2.67%
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index 47% 0 60 0 0.67% 0.7%
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc 11% 0 60 0 0.63% 1.7%
REAL ESTATE
REAL ESTATE IYR iShares Dow Jones US Real Estate 100% 0 60 0 0.45% 1.4%
REAL ESTATE VNQ Vanguard REIT Index ETF 95% 0 60 0 0.12% 3.43%
INTERNATIONAL EQUITY
EUROPE STOCK VGK Vanguard MSCI Europe ETF 58% 0 60 0 0.12% 3.26%
Foreign Large Blend VEA Vanguard MSCI EAFE ETF 48% 0 60 0 0.09% 3.21%
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx 42% 0 60 0 0.5% 2.93%
Others
Equity Energy AMJ JPMorgan Alerian MLP Index ETN 53% 0 60 0 0.85% 7.09%
Consumer Defensive XLP Consumer Staples Select Sector SPDR 37% 0 60 0 0.15% 1.18%
Utilities XLU Utilities Select Sector SPDR 36% 0 60 0 0.15% 1.42%
FIXED INCOME
Short-Term Bond VCSH Vanguard Short-Term Corp Bd Idx ETF 93% 0 60 0 0.12% 2.31%
Intermediate-Term Bond BOND PIMCO Total Return ETF 85% 0 60 0 0.56% 2.69%
Muni National Short SHM SPDR Nuveen Barclays Capital S/T Muni Bd 82% 0 60 0 0.2% 1.2%
Muni National Interm MUB iShares S&P National AMT-Free Muni Bd 81% 0 60 0 0.25% 2.48%
Intermediate Government IEI iShares Barclays 3-7 Year Treasury Bond 79% 0 60 0 0.15% 1.92%
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond 77% 0 60 0 0.15% 2.15%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 73% 0 60 0 0.1% 2.09%
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond 64% 0 60 0 0.15% 3.31%
Bank Loan BKLN PowerShares Senior Loan Port 63% 0 60 0 0.64% 2.9%
High Yield Bond HYG iShares iBoxx $ High Yield Corporate Bd 56% 0 60 0 0.5% 5.08%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond 54% 0 60 0 0.2% 1.33%
Intermediate-Term Bond MBB iShares Barclays MBS Bond 44% 0 60 0 0.25% 2.59%
High Yield Bond SJNK SPDR BarCap ST High Yield Bond ETF 44% 0 60 0 0.4% 5.16%
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury 38% 0 60 0 0.15% 2.14%
Long-Term Bond PFF iShares S&P U.S. Preferred Stock Index 32% 0 60 0 0.47% 5.68%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 2% 0 60 0 0.07% 2.86%
INVESTMENT GRADE IGSB iShares Short Term Corp Bond 0% 0 60 0 NA NA
INVESTMENT GRADE IGIB iShares Intermediate Term Corp 0% 0 60 0 NA NA
US EQUITY
LARGE VALUE DIA SPDR Dow Jones Industrial Average 98% 0 60 0 0.17% 2.09%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 93% 0 60 0 0.1% 1.91%
LARGE VALUE SPLV PowerShares S&P 500 Low Volatility 91% 0 60 0 0.25% 1.73%
LARGE VALUE SDY SPDR S&P Dividend 77% 0 60 0 0.35% 4.38%
LARGE VALUE USMV iShares MSCI USA Min Volatility 71% 0 60 0 0.15% 1.76%
LARGE VALUE VYM Vanguard High Dividend Yield Indx ETF 63% 0 60 0 0.1% 3.05%
MID-CAP VALUE DVY iShares Dow Jones Select Dividend Index 43% 0 60 0 0.39% 1.66%
Average Expense Ratio: 0.29%
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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 -1.4% 1.0% 2.4% 3.8% 4.5% 5.1%

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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 for Portfolio Details or Follow -9.9% -8.4% 2.3% 5.0% 5.9% 7.5%

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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*
Retirement Income ETFs Tactical Asset Allocation Most Aggressive -4.0% -2.1% -1.6% 1.2% 2.8%
Retirement Income ETFs Strategic Asset Allocation - Optimal Most Aggressive -2.3% 1.1% 5.3% 7.4% 8.1%
Description
The plan consists of 36 funds. It covers 5 major asset classes and 24 minor asset classes. The major asset classes it covers are Fixed Income, Emerging Market Equity, US Equity, Foreign Equity and REITs.

This plan is designed for income producing purpose: high dividend (yield) stock ETFs are chosen for both US stocks and international stocks asset classes. We have decided to use general emerging market stocks ETFs (EEM or VWO) instead of some thinly traded high dividend emerging market stock ETFs. This situation will be changed once the high yield emerging market stock ETFs become more liquid and tradable.

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