MyPlanIQ Major Brokerage Investor
MyPlanIQ provides investment model portfolios tailor-made to the following brokerages and mutual fund companies. We only use no load and no transaction fee mutual funds.
Asset Allocation Portfolio Performance

Latest Featured Mutual Fund Tactical Portfolios Performance Comparison

Latest Featured Mutual Fund Strategic - Optimal Portfolios Performance Comparison

Fixed Income Portfolio Performance

Latest Fixed Income Bond Fund Portfolios Performance Comparison

Latest Tax Free Municipal Bond Fund Portfolios Performance Comparison

Conservative Allocation Portfolio Performance

For an alternative way to construct a brokerage specific conservative portfolio, see newsletter January 30, 2017: Brokerage Specific Conservative Portfolios.

Latest Conservative Allocation Fund Portfolios Performance Comparison

Alternative Allocation Portfolio Performance

For alternative allocation portfolios, see newsletter January 25, 2016: Alternative Portfolios Review.

Latest Alternative Allocation Portfolios Performance Comparison

See More on How Our Featured Portfolios Are Compared

Members enjoy Free features

  • Customize and follow a diversified strategic allocation portfolio for your 401k, IRA and brokerage investments within minutes
  • Receive monthly or quarterly re-balance emails
  • Enter funds and percentages in your portfolio, see its historical performance and receive ongoing rebalance emails
  • Real time fund ranking and selection for your plans
  • Quality retirement investing newsletter emails
  • Fund ranking and selection for your plans

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