MyPlanIQ Major Brokerage Investor Professor Siegel`s Lazy WisdomTree ETFs Portfolio

Professor Siegel`s Lazy WisdomTree ETFs Portfolio

Investment Menu Rating:

Investment Options
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DWM WisdomTree DEFA
Foreign Large Value DTH WisdomTree DEFA Equity Income
Others
EQUITY DPN WisdomTree International Cons Staples
Equity Energy DKA WisdomTree International Energy
US EQUITY
LARGE VALUE DTD WisdomTree Total Dividend
LARGE VALUE DHS WisdomTree Equity Income
LARGE VALUE EZY WisdomTree LargeCap Value
Total Available Funds: 8
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
Foreign Large Value DWM WisdomTree DEFA
Foreign Large Value DTH WisdomTree DEFA Equity Income
Others
EQUITY DPN WisdomTree International Cons Staples
Equity Energy DKA WisdomTree International Energy
US EQUITY
LARGE VALUE DTD WisdomTree Total Dividend
LARGE VALUE DHS WisdomTree Equity Income
LARGE VALUE EZY WisdomTree LargeCap Value
LARGE BLEND EXT WisdomTree Total Earnings
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
INTERNATIONAL EQUITY
Foreign Large Value DWM WisdomTree DEFA 96% 0 60 0 0.48% 1.26%
Foreign Large Value DTH WisdomTree DEFA Equity Income 96% 0 60 0 0.58% 1.93%
Others
EQUITY DPN WisdomTree International Cons Staples 0% 0 60 0 NA 133.33%
Equity Energy DKA WisdomTree International Energy 0% 0 60 0 NA 3.1%
US EQUITY
LARGE VALUE DTD WisdomTree Total Dividend 95% 0 60 0 0.28% 2.64%
LARGE VALUE DHS WisdomTree Equity Income 95% 0 60 0 0.38% 4.02%
LARGE VALUE EZY WisdomTree LargeCap Value 0% 0 60 0 0.38% 0.82%
LARGE BLEND EXT WisdomTree Total Earnings 0% 0 60 0 0.28% 0%
Average Expense Ratio: 0.4%
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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 0.2% 9.3% 5.1% 5.2% 5.0% 5.1%

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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*
Click for Portfolio Details or Follow -1.1% 5.6% 4.4% 5.3% 3.7% 3.5%

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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% 13.4% 6.2% 7.5% 4.4% 4.9%

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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*
Professor Siegel`s Lazy WisdomTree ETFs Portfolio Strategic Asset Allocation Risk Profile 0 10.4% 15.5% 9.7% 12.2% 7.4%
Professor Siegel`s Lazy WisdomTree ETFs Portfolio Tactical Asset Allocation Risk Profile 0 2.4% 13.9% 7.8% 12.0% 6.6%
Professor Siegel`s Lazy WisdomTree ETFs Original Portfolio -1.5% -4.2% 1.1% 4.3% 3.0%
Description
The plan consists of 8 funds. It covers 2 major asset classes and 5 minor asset classes. The major asset classes it covers are Foreign Equity and US Equity.

Paul Farrell at MarketWatch.com first proposed this portfolio in 2007. This portfolio uses all WisdomTree's fundamental weighted ETFs. Jeremy Siegel, a Yale Professor, is instrumental in constructing these ETFs. The following is the list of funds:

- 20% in DEFA Index (DWM)
- 15% in Total Dividend Index (DTD)
- 15% in Earnings Index (EXT)
- 10% in High-Yield Equity Index (DHS)
- 10% in DEFA High-Yield Equity Index (DTH)
- 10% in International Energy Sector (DKA)
- 10% in International Consumer Non-Cyclical Index (DPN)
- 10% in Low P/E Index (EZY)

You can also find more information on Kirk's Report here.

NOTE: since this plan only consists of equity ETFs, we have created two risk profile 0 model portfolios instead of using moderate portfolios (risk profile 40).

Please compare with the actual lazy portfolio with this plan's model portfolios.



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