ETF Investors Click to close
The following portfolios are of moderate risk (60% or less in stocks). They invest in Vanguard commission free ETFs. These ETFs can be traded in Vanguard commission free. See Vanguard Liquid 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 Vanguard Select mutual funds. MyPlanIQ then chooses a subset of the funds to update these portfolios. See Vanguard Select Mutual Funds.
Vanguard has removed the minimum redemption requirements for all of the above funds.
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 Vanguard brokerage. They only use no load and no transaction fee low minimum requirement funds available in Vanguard brokerage. These are usually total return bond funds. They are not necessarily Vanguard funds.
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.