MyPlanIQ
Doug Roberts Follow the Fed Plan
Investment Options
Total Available Funds: | 6 |
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Total Available Funds: | 6 |
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Total Available Funds: | 6 |
- 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 | |||||||||||||||||||||||||||
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Average Expense Ratio: 0.17%
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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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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.
** 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 6 funds. It covers 3 major asset classes and 5 minor asset classes. The major asset classes it covers are US Equity, Commodity and Fixed Income.
LARGE BLEND | VFINX | Vanguard 500 Index Investor | 1 | VFINX | |
SMALL BLEND | NAESX | Vanguard Small Cap Index | 1 | NAESX | |
COMMODITIES | GLD | SPDR Gold Shares | 1 | GLD | |
LONG GOVERNMENT | VUSTX | Vanguard Long-Term U.S. Treasury | 1 | VUSTX | |
Intermediate Government | VFITX | Vanguard Interm-Term Treasury | 1 | VFITX |
This plan is based on Doug Roberts "Follow the Fed" strategy.
It uses the following 5 funds: