MyPlanIQ Major Brokerage Investor

MyPlanIQ ETF based general model portfolios are suitable for any brokerage account. Mutual fund (no load and no transaction fee) based fixed income portfolios are tailored to major brokerage accounts. We only use no load and no transaction fee mutual funds.


At a rebalance time (usually month end), a MyPlanIQ model portfolio issues rebalance instruction. You then perform rebalance orders in your actual brokerage investment account. To get latest rebalance info, follow or customize a model portfolio.
General ETF Model Portfolios

You can customize the following portfolio using your own risk profile.

To Follow, Customize or Get more info, Click on a portfolio link

Latest ETF Core Portfolios Performance

Click Here to find your risk profile and customize
Fixed Income Portfolio Performance

You can follow a fixed income portfolio in your actual brokerage account.

To Follow or Get more info, Click on a portfolio link

Latest Fixed Income Bond Fund Portfolios Performance Comparison

Latest Tax Free Municipal Bond Fund Portfolios Performance Comparison

Old brokerage investors page

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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