MyPlanIQ
Major Brokerage Investor
Seven Core Asset ETFs
Investment Options
| Total Available Funds: | 7 |
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| Total Available Funds: | 7 |
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| Total Available Funds: | 7 |
- 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 | |||||||||||||||||||||||||||
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Average Expense Ratio: 0.15%
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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 | 2.3% | 8.8% | 2.3% | 7.0% | 5.5% | 7.6% |
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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* |
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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.
** 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 7 funds. It covers 6 major asset classes and 7 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs, Commodity and Fixed Income.
This plan consists of the following seven low cost ETFs for major asset classes.
U.S. stocks: Vanguard Total Stock Market ETF VTI
Developed country stocks: Vanguard Europe Pacific ETF VEA
Emerging market stocks: Vanguard Emerging Market Stock ETF VWO
U.S. REITs: Vanguard REIT Index VNQ
Gold: GLD
Inflation protected bonds: iShares Inflation Protected Bonds ETF TIP
Long term Treasury bonds: iShares Treasury 20+ Year ETF TLT
Unlike Six Core Asset ETFs, this plan uses Gold instead of broadbase commodity index ETF. The rationale behind this is that gold is a better and more sensitive instrument to counter inflation pressure.
On the fixed income side, inflation protected bonds and long term treasury bonds are two more sensitive fixed income ETFs for inflation and deflation economic cycles.
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