MyPlanIQ Major Brokerage Investor ESIB-6

ESIB-6

Investment Menu Rating:

Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWX SPDR DJ Wilshire Intnl Real Estate (ETF),RWX
REAL ESTATE VNQ Vanguard REIT ETF,VNQ
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets ETF,VWO
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index Fund (ETF),EFA
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
Foreign Small/Mid Value SCZ iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF,SCZ
Others
ROOT CASH Money Market
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Com Indx Trckng Fund(ETF),DBC
COMMODITIES GLD SPDR Gold Trust (ETF),GLD
Total Available Funds: 18
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWX SPDR DJ Wilshire Intnl Real Estate (ETF),RWX
REAL ESTATE VNQ Vanguard REIT ETF,VNQ
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets ETF,VWO
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index Fund (ETF),EFA
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
Foreign Small/Mid Value SCZ iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF,SCZ
Others
ROOT CASH Money Market
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Com Indx Trckng Fund(ETF),DBC
COMMODITIES GLD SPDR Gold Trust (ETF),GLD
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF,BND
Intermediate Government IEI iShares Lehman 3-7 Yr Treasury Bond(ETF),IEI
WORLD BOND BWX SPDR Barclays Capital Intl Tresy Bd ETF,BWX
Inflation-Protected Bond TIP iShares Barclays TIPS Bond Fund (ETF),TIP
High Yield Bond HYG iShares iBoxx $ High Yid Corp Bond (ETF),HYG
Emerging Markets Bond EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF,EMB
US EQUITY
LARGE BLEND VTI Vanguard Total Stock Market ETF,VTI
SMALL BLEND VB Vanguard Small-Cap ETF,VB
MID-CAP BLEND VO Vanguard Mid-Cap ETF,VO
Total Available Funds: 18
  • 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
Global Real Estate RWX SPDR DJ Wilshire Intnl Real Estate (ETF),RWX 98% 0 60 0 0.59% 3.9%
REAL ESTATE VNQ Vanguard REIT ETF,VNQ 95% 0 60 0 0.12% 4.16%
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets ETF,VWO 97% 0 60 0 0.08% 3.1%
INTERNATIONAL EQUITY
Foreign Large Blend EFA iShares MSCI EAFE Index Fund (ETF),EFA 100% 0 60 0 0.33% 3.24%
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF 97% 0 60 0 0.08% 3.1%
Foreign Small/Mid Value SCZ iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF,SCZ 95% 0 60 0 0.4% 3.65%
Others
ROOT CASH Money Market 0% 0 60 0 NA 2.61%
COMMODITIES
COMMODITIES BROAD BASKET DBC PowerShares DB Com Indx Trckng Fund(ETF),DBC 94% 0 60 0 0.85% 4.71%
COMMODITIES GLD SPDR Gold Trust (ETF),GLD 93% 0 60 0 0.4% 0%
FIXED INCOME
Intermediate-Term Bond BND Vanguard Total Bond Market ETF,BND 99% 0 60 0 0.15% 3.83%
Intermediate Government IEI iShares Lehman 3-7 Yr Treasury Bond(ETF),IEI 98% 0 60 0 0.15% 3.4%
WORLD BOND BWX SPDR Barclays Capital Intl Tresy Bd ETF,BWX 98% 0 60 0 0.35% 2.05%
Inflation-Protected Bond TIP iShares Barclays TIPS Bond Fund (ETF),TIP 97% 0 60 0 0.19% 2.5%
High Yield Bond HYG iShares iBoxx $ High Yid Corp Bond (ETF),HYG 94% 0 60 0 0.49% 5.98%
Emerging Markets Bond EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF,EMB 94% 0 60 0 0.39% 5.68%
US EQUITY
LARGE BLEND VTI Vanguard Total Stock Market ETF,VTI 96% 0 60 0 0.03% 1.37%
SMALL BLEND VB Vanguard Small-Cap ETF,VB 96% 0 60 0 0.03% 1.52%
MID-CAP BLEND VO Vanguard Mid-Cap ETF,VO 6% 0 60 0 0.04% 1.77%
Average Expense Ratio: 0.27%
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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 6.8% 12.4% 6.2% 7.8% 5.6% 5.9%

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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 for Portfolio Details or Follow -0.1% 3.9% -0.4% 5.5% 3.1% 4.4%

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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*
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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 18 funds. It covers 6 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs, Commodity and Fixed Income.

This is an extended SIB portfolio. SIBs were created as simple benchmarks with one fund in each asset class. This extends the concept to having a few funds in each asset class to show the benefit of styles rotation. This is particularly important in US equities and Bonds which can be a microcosm of investing.

Asset Class Number of funds
Balanced Fund 0
REITs 2
Fixed Income 6
Commodity 1
Sector Fund 0
Foreign Equity 2
Emerging Market Equity 1
US Equity 3
Other 2
Total 17

 



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