MyPlanIQ
Major Brokerage Investor
Lowell-Sowers Growth
Investment Options
| Total Available Funds: | 8 |
| Asset Class | Ticker | Description | Rating | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||
|
|||||||||||||||||||
|
|||||||||||||||||||
| Total Available Funds: | 8 |
| Asset Class | Ticker | Description | Rating | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||
| Total Available Funds: | 8 |
- 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Average Expense Ratio: 0.33%
Sign up and subscribe as an expert user to create plans with your own specified investment options.
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 | 2.7% | |||||
| Sign up or Login first to get rebalance emails for this portfolio | |||||||
| 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.
** 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 8 funds. It covers 3 major asset classes and 7 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity and Emerging Market Equity.
Jim Lowell edits MarketWatch's ETF Trader, an investment letter employing a momentum-based exchange-traded-fund strategy for long-term investors. Large/small stocks, proposed his Sower's Growth Portfolio. This is a diversified portfolio of exchange-traded funds. The view is that a growing economy tends to create a growing portfolio.
This portfolio is heavily equity and US focused. It is a diversified portfolio of exchange-traded funds including Big-caps ETF (DIAIYYONEQ PWC), Midcaps ETF(MDY), Small-caps ETF (IWM) and foreign ETF(EFA).
The fund selection for testing the strategy is listed below with the ETF alternatives:
- 10% in Diamonds Trust DIA (SPY)
- 15% in iShares DJ U.S. Total Market IYY (VTI, DVY)
- 7.5% in Fidelity NASDAQ Composite ONEQ (QCLN, QQEQ)
- 7.5% in Power Shares Dynamic Market PWC (VTV, VUG)
- 10% in iShares Russell 2000 IWM (IWO, VBR)
- 15% in Mid Cap SPDR Trust MDY (IJH, VO)
- 25% in iShares MSCI International EAFE EFA (VEA, EFV)
- 10% in iShares MSCI Emerging Markets EEM (VWO)
Things to note about the portfolio:
- With 100% in equities, this would be considered an aggressive portfolio
- 65% in US equities is high in today’s market
- There is no real estate (IYR, VNQ, ICF) or fixed income which would likely result in improved performance today
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
