MyPlanIQ Diversified Major Asset ETFs Goldman Sachs Global Tactical Asset Allocation

Diversified Major Asset ETFs Goldman Sachs Global Tactical Asset Allocation

Investment Menu Rating:

Investment Options
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR IYR
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA
Others
ROOT CASH CASH
FIXED INCOME
LONG GOVERNMENT IEF IEF
Intermediate-Term Bond BND BND
Muni National Long MUB MUB
US EQUITY
LARGE BLEND SPY SPY
Total Available Funds: 13
Asset Class Ticker Description Rating
REAL ESTATE
REAL ESTATE IYR IYR
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA
Others
ROOT CASH CASH
FIXED INCOME
LONG GOVERNMENT IEF IEF
Intermediate-Term Bond BND BND
Muni National Long MUB MUB
Intermediate-Term Bond MBB MBB
MIDDLE TERM IEI IEI
SHORT GOVERNMENT SHY SHY
Inflation-Protected Bond TIP TIP
Intermediate-Term Bond VCIT VCIT
US EQUITY
LARGE BLEND SPY SPY
Total Available Funds: 13
  • 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
REAL ESTATE IYR IYR 100% 0 60 0 0.4% 2.38%
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM 100% 0 60 0 0.7% 2.4%
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA 100% 0 60 0 0.33% 3.06%
Others
ROOT CASH CASH 0% 0 60 0 NA 5.5%
FIXED INCOME
LONG GOVERNMENT IEF IEF 100% 0 60 0 0.15% 3.78%
Intermediate-Term Bond BND BND 99% 0 60 0 0.15% 3.81%
Muni National Long MUB MUB 99% 0 60 0 0.05% 2.27%
Intermediate-Term Bond MBB MBB 98% 0 60 0 0.04% 3.78%
MIDDLE TERM IEI IEI 98% 0 60 0 0.15% 3.33%
SHORT GOVERNMENT SHY SHY 98% 0 60 0 0.15% 4.01%
Inflation-Protected Bond TIP TIP 97% 0 60 0 0.19% 2.48%
Intermediate-Term Bond VCIT VCIT 36% 0 60 0 0.04% 4.2%
US EQUITY
LARGE BLEND SPY SPY 100% 0 60 0 0.09% 1.38%
Average Expense Ratio: 0.2%
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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 0.1% 5.9% 1.2% 4.6% 4.0% 4.3%

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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 -0.1% 7.6% 1.6% 4.9% 4.9% 5.5%

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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 -2.3% 5.2% 5.1% 7.9% 6.7% 8.1%

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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 for Portfolio Details or Follow 3.3% 9.4% 2.7% 4.6% 4.9% 5.5%

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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 13 funds. It covers 5 major asset classes and 11 minor asset classes. The major asset classes it covers are Fixed Income, Emerging Market Equity, Foreign Equity, REITs and US Equity.

(Ticker:DVS) has the "Diversified Major Asset ETFs Goldman Sachs Global Tactical Asset Allocation".
Global Hi Inc $ (Ticker:GHI) has the "Diversified Major Asset ETFs Goldman Sachs Global Tactical Asset Allocation".

This plan is created to show ValidFi users the corresponding/improved tactical asset allocation strategy on MyPlanIQ. The major difference between ValidFi's Goldman Sachs Global Tactical Asset Allocation model portfolios and this plan's model portfolios is that  the ValidFi one does not take risk profile into account while MyPlanIQ is able to incorporate risk profile information to construct a portfolio with various risky asset allocation. For example, a model portfolio based on ValidFi's strategy could sometimes have 100% in risk assets such as US Equity, Foreign Equity, Real Estate Investment Trusts (REITs) or commodities.

Please note that in this plan, the Strategic Asset Allocation model portfolios are based on MyPlanIQ's strategic asset allocation strategy. To compare with ValidFi's model portfolios, one should use the Tactical Asset Allocation model portfolios.



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