MyPlanIQ Major Brokerage Investor DeanMerrill

DeanMerrill

Investment Menu Rating:

Investment Options
Total Available Funds: 32
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
REAL ESTATE VGSLX Vanguard REIT Index Adm
Emerging Market
DIVERSIFIED EMERGING MKTS DGS WisdomTree Emerging Mkts SmallCap Div
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
EUROPE STOCK VGK Vanguard European ETF
Foreign Large Blend VWIGX Vanguard International Growth Inv
DIVERSIFIED PACIFIC/ASIA VPL Vanguard Pacific Stock ETF
Others
Conservative Allocation VWIAX Vanguard Wellesley Income Adm
Moderate Allocation VWENX Vanguard Wellington Adm
Health VGHAX Vanguard Health Care Adm
Total Available Funds: 32
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE VNQ Vanguard REIT Index ETF
REAL ESTATE VGSLX Vanguard REIT Index Adm
Emerging Market
DIVERSIFIED EMERGING MKTS DGS WisdomTree Emerging Mkts SmallCap Div
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
EUROPE STOCK VGK Vanguard European ETF
Foreign Large Blend VWIGX Vanguard International Growth Inv
DIVERSIFIED PACIFIC/ASIA VPL Vanguard Pacific Stock ETF
Foreign Large Blend VTIAX Vanguard Total Intl Stocks Adm
Others
Conservative Allocation VWIAX Vanguard Wellesley Income Adm
Moderate Allocation VWENX Vanguard Wellington Adm
Health VGHAX Vanguard Health Care Adm
ROOT CASH VMMXX
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking
COMMODITIES BROAD BASKET DJP iPath DJ-UBS Commodity Index TR ETN
US EQUITY
SMALL VALUE VBR Vanguard Small Cap Value ETF
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
LARGE GROWTH VHCAX Vanguard Capital Opportunity Adm
LARGE BLEND VDIGX Vanguard Dividend Growth Inv
LARGE GROWTH VPCCX Vanguard PRIMECAP Core Inv
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm
MID-CAP BLEND VIMAX Vanguard Mid Capitalization Index Adm
FIXED INCOME
Short-Term Bond BSV Vanguard Short-Term Bond ETF
High Yield Bond VWEHX Vanguard High-Yield Corporate Inv
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm
Bank Loan FFRHX Fidelity Floating Rate High Income
Intermediate Government VFIJX Vanguard GNMA Adm
High Yield Bond VWEAX Vanguard High-Yield Corporate Adm
Short-Term Bond VFSUX Vanguard Short-Term Investment-Grade Adm
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond
Short-Term Bond MINT PIMCO Enhanced Short Maturity Strgy ETF
SHORT GOVERNMENT STABLEVALUE MEC (stable value)
Multisector Bond PUBDX PIMCO Unconstrained Bonds
Total Available Funds: 32
  • 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 VNQ Vanguard REIT Index ETF 95% 0 60 0 0.12% 4.08%
REAL ESTATE VGSLX Vanguard REIT Index Adm 51% 3 60 0 0.12% 4.08%
Emerging Market
DIVERSIFIED EMERGING MKTS DGS WisdomTree Emerging Mkts SmallCap Div 98% 0 60 0 0.58% 4.53%
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF 97% 0 60 0 0.08% 3.51%
INTERNATIONAL EQUITY
EUROPE STOCK VGK Vanguard European ETF 96% 0 60 0 0.09% 3.12%
Foreign Large Blend VWIGX Vanguard International Growth Inv 83% 3 60 0 0.45% 1.84%
DIVERSIFIED PACIFIC/ASIA VPL Vanguard Pacific Stock ETF 43% 0 60 0 0.08% 3.03%
Foreign Large Blend VTIAX Vanguard Total Intl Stocks Adm 29% 3 60 0 0.07% 3.3%
Others
Conservative Allocation VWIAX Vanguard Wellesley Income Adm 91% 3 60 0 0.16% 3.46%
Moderate Allocation VWENX Vanguard Wellington Adm 90% 3 60 0 0.17% 12.42%
Health VGHAX Vanguard Health Care Adm 62% 3 60 0 0.3% 5.07%
ROOT CASH VMMXX 0% 0 60 0 NA 4.14%
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Commodity Index Tracking 94% 0 60 0 0.85% 4.95%
COMMODITIES BROAD BASKET DJP iPath DJ-UBS Commodity Index TR ETN 86% 0 60 0 0.7% 0%
US EQUITY
SMALL VALUE VBR Vanguard Small Cap Value ETF 98% 0 60 0 0.06% 2.08%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 93% 0 60 0 0.08% 1.8%
LARGE GROWTH VHCAX Vanguard Capital Opportunity Adm 91% 3 60 0 0.43% 7.57%
LARGE BLEND VDIGX Vanguard Dividend Growth Inv 90% 3 60 0 0.3% 1.6%
LARGE GROWTH VPCCX Vanguard PRIMECAP Core Inv 85% 3 60 0 0.46% 1.14%
LARGE BLEND VTSAX Vanguard Total Stock Mkt Idx Adm 81% 3 60 0 0.03% 1.34%
MID-CAP BLEND VIMAX Vanguard Mid Capitalization Index Adm 72% 3 60 0 0.04% 1.5%
FIXED INCOME
Short-Term Bond BSV Vanguard Short-Term Bond ETF 99% 0 60 0 0.07% 2.56%
High Yield Bond VWEHX Vanguard High-Yield Corporate Inv 95% 3 60 0 0.13% 5.68%
Intermediate-Term Bond VBTLX Vanguard Total Bond Market Index Adm 94% 3 60 0 0.15% 3.25%
Bank Loan FFRHX Fidelity Floating Rate High Income 93% 3 60 0 1.03% 8.37%
Intermediate Government VFIJX Vanguard GNMA Adm 88% 3 60 0 0.11% 3.34%
High Yield Bond VWEAX Vanguard High-Yield Corporate Adm 86% 3 60 0 0.13% 5.78%
Short-Term Bond VFSUX Vanguard Short-Term Investment-Grade Adm 83% 3 60 0 0.2% 3.06%
Long-Term Bond LQD iShares iBoxx $ Invest Grade Corp Bond 64% 0 60 0 0.14% 4.15%
Short-Term Bond MINT PIMCO Enhanced Short Maturity Strgy ETF 44% 0 60 0 0.36% 4.77%
SHORT GOVERNMENT STABLEVALUE MEC (stable value) 16% 0 60 0 NA 27.03%
Multisector Bond PUBDX PIMCO Unconstrained Bonds 0% 3 60 0 1.3% 4.2%
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 4.6% 19.5% 9.6% 10.5% 6.5% 7.6%

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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
The plan consists of 32 funds. It covers 6 major asset classes and 22 minor asset classes. The major asset classes it covers are Fixed Income, Commodity, Emerging Market Equity, US Equity, Foreign Equity and REITs.

This is a personal plan.



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