MyPlanIQ Major Brokerage Investor NewEra01

NewEra01

This Plan is unrated.
Investment Options
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWO SPDR Dow Jones Global Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
Latin America Stock EWZ iShares MSCI Brazil Index
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH GWX SPDR S&P International Small Cap
PACIFIC/ASIA EX-JAPAN STK EPP iShares MSCI Pacific ex-Japan
COMMODITIES
COMMODITIES BROAD BASKET CRSAX Credit Suisse Commodity Return Strat A
Others
Conservative Allocation PRPFX Permanent Portfolio
Moderate Allocation FPACX FPA Crescent
World Allocation SGIIX First Eagle Global I
Total Available Funds: 19
Asset Class Ticker Description Rating
REAL ESTATE
Global Real Estate RWO SPDR Dow Jones Global Real Estate
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index
Latin America Stock EWZ iShares MSCI Brazil Index
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH GWX SPDR S&P International Small Cap
PACIFIC/ASIA EX-JAPAN STK EPP iShares MSCI Pacific ex-Japan
COMMODITIES
COMMODITIES BROAD BASKET CRSAX Credit Suisse Commodity Return Strat A
Others
Conservative Allocation PRPFX Permanent Portfolio
Moderate Allocation FPACX FPA Crescent
World Allocation SGIIX First Eagle Global I
World Allocation PAUPX PIMCO All Asset All Authority P
Long/Short Equity TSPEX Turner Spectrum Instl
ROOT CASH CASH
FIXED INCOME
High Yield Bond JNK SPDR Barclays Capital High Yield Bond
Multisector Bond PUCPX PIMCO Unconstrained Bond P
Emerging Markets Bond PELPX PIMCO Emerging Local Bond P
WORLD BOND TTRZX Templeton Global Total Return Adv
High Yield Bond TFCIX Third Avenue Focused Credit Instl
US EQUITY
LARGE VALUE FAIRX Fairholme
LARGE BLEND VTI Vanguard Total Stock Market ETF
Total Available Funds: 19
  • 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 RWO SPDR Dow Jones Global Real Estate 95% 3 60 0 0.5% 3.64%
Emerging Market
DIVERSIFIED EMERGING MKTS EEM iShares MSCI Emerging Markets Index 100% 3 60 0 0.7% 2.68%
Latin America Stock EWZ iShares MSCI Brazil Index 52% 3 60 0 0.59% 6.91%
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH GWX SPDR S&P International Small Cap 97% 3 60 0 0.4% 2.67%
PACIFIC/ASIA EX-JAPAN STK EPP iShares MSCI Pacific ex-Japan 90% 3 60 0 0.48% 4%
COMMODITIES
COMMODITIES BROAD BASKET CRSAX Credit Suisse Commodity Return Strat A 59% 3 60 0 1.05% 3.04%
Others
Conservative Allocation PRPFX Permanent Portfolio 97% 3 60 0 0.82% 1.5%
Moderate Allocation FPACX FPA Crescent 92% 3 60 0 1.06% 3.02%
World Allocation SGIIX First Eagle Global I 89% 3 60 0 1.2% 3.78%
World Allocation PAUPX PIMCO All Asset All Authority P 76% 3 60 0 2.01% 2.92%
Long/Short Equity TSPEX Turner Spectrum Instl 0% 3 60 0 1.95% 0%
ROOT CASH CASH 0% 3 60 0 NA 2.66%
FIXED INCOME
High Yield Bond JNK SPDR Barclays Capital High Yield Bond 93% 3 60 0 0.4% 6.79%
Multisector Bond PUCPX PIMCO Unconstrained Bond P 86% 3 60 0 1.46% 4.77%
Emerging Markets Bond PELPX PIMCO Emerging Local Bond P 79% 3 60 0 2.37% 5.63%
WORLD BOND TTRZX Templeton Global Total Return Adv 42% 3 60 0 1.16% 6.24%
High Yield Bond TFCIX Third Avenue Focused Credit Instl 0% 3 60 0 0.92% 38.64%
US EQUITY
LARGE VALUE FAIRX Fairholme 97% 3 60 0 1% 0.56%
LARGE BLEND VTI Vanguard Total Stock Market ETF 96% 3 60 0 0.03% 1.73%
Average Expense Ratio: 1.01%
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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 -0.3% 8.0% 19.7% 15.0% 8.3% 8.6%

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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.


Other Related Portfolios YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*
NewEra01 Portfolio 5.8% 8.1% 2.6% 3.9% 4.8%
Description
The plan consists of 19 funds. It covers 6 major asset classes and 17 minor asset classes. The major asset classes it covers are Commodity, Emerging Market Equity, US Equity, Foreign Equity, Fixed Income and REITs.

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