ETF Investors Click to close
The following portfolios are of moderate risk (60% or less in stocks). They invest in Schwab commission free ETFs. These ETFs can be traded in Schwab commission free. See Schwab Commission Free ETFs.
You can choose a tactical or strategic portfolio to customize. Help me to choose a tactical or strategic?
Asset Allocation Composite(AAC) Model Portfolio
1Wk Return | YTD Return | 1Yr AR* | 3Yr AR* | 5Yr AR* | 10Yr AR* | 15Yr AR* | |
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TAA
60% Stocks/40% Bonds Vanguard Balance
AR: Annualized Return
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No Load No Transaction Fee Mutual Fund Investors Click to close
The following portfolios are of moderate risk (60% or less in stocks). They invest in no load and no transaction fee mutual funds from a list called Schwab Core Mutual Funds list, maintained by MyPlanIQ. See Schwab Core Mutual Funds.
In general, once a fund is purchased in Schwab, you are required to hold it for at least certain days. In Schwab, most funds have 90 days minimum holding requirement. In MyPlanIQ, our portfolios do not violate minimum holding period requirement. But you need to customize a new model portfolio to follow in your Schwab account to make sure you are in sync with the model portfolio.
You can choose a tactical or strategic portfolio to customize. Help me to choose a tactical or strategic?
Asset Allocation Composite(AAC) Model Portfolio
1Wk Return | YTD Return | 1Yr AR* | 3Yr AR* | 5Yr AR* | 10Yr AR* | 15Yr AR* | |
---|---|---|---|---|---|---|---|
TAA
60% Stocks/40% Bonds Vanguard Balance
AR: Annualized Return
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The following portfolio is for fixed income and conservative investors such as retirees. You can also use this portfolio for short term investments (at least 1 year, or to be safe, at least 2 years to 5 years). They are customized specifically for Schwab. They only use no load and no transaction fee low minimum requirement funds available in Schwab.
These portfolios select one or two top performing funds each month. However, a fund will not be sold until it has been held for at least its minimum holding period.
Schwab Bond Fund Portfolio Performance Comparison
Portfolio WizardThe following portfolio is for conservative investors such as retirees. You can also use this portfolio for short term investments (3-7 years). It is customized specifically for Schwab. They only use no load and no transaction fee low minimum requirement funds available in Schwab.
These portfolios select one or two top performing funds each month. However, a fund will not be sold until it has been held for at least its minimum holding period.