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MyPlanIQ Advanced Investors Advanced Strategies P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX

P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX

live (public) 0(0.0%) September 18

Delayed Holdings (As of 07/31/2020)
sign up and login first and then customize a new portfolio for the latest current holdings
Asset Fund in this portfolio Price change* Percentage
S&P500 VFINX (Vanguard 500 Index Investor) 0.77% 100.00%

* Day change on 07/31/2020.

Monthly Holding Date: Total Transaction Times So Far:
Previous Next
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Holdings

Transactions

Performance (As of 09/18/2020)

Inception Date: 04/01/1987

Name YTD*
Return		 1Yr
AR**		 3Yr
AR**		 5Yr
AR**		 10Yr
AR**		 15Yr
AR**
P Market Timing with Long Term Interest Rate SMA30days 5days 5days VFINX -0.3% 5.1% 7.9% 9.4% 8.7% 9.3%
VFINX (Vanguard (S&P 500) Index) 4.1% 12.4% 11.9% 13.3% 13.6% 8.9%
VBINX (Vanguard Balance (60% stocks/40% bonds) 6.0% 11.3% 9.3% 9.5% 9.7% 7.4%
*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2020) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr Inception** 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987
AR(%) 0.0 -0.3 5.1 7.9 9.4 8.7 9.3 9.1 26.9 -4.2 11.4 7.3 5.6 17.1 12.8 15.2 -5.7 2.7 13.5 33.9 -2.5 17.7 9.7 10.2 28.2 -12.4 -15.0 8.1 -3.0 28.0 15.5 10.4 35.0 0.8 3.7 4.0 12.8 7.1 21.5 11.2 0.7
SR NA -0.01 0.14 0.33 0.51 0.55 NA 0.49 2.23 -0.46 2.58 0.67 0.47 1.77 1.98 1.49 -0.27 0.16 0.86 1.23 -0.39 1.91 1.09 1.01 2.08 -0.56 -0.92 0.23 -0.74 1.36 0.81 0.82 4.12 -0.5 0.23 0.21 0.77 0.17 1.38 0.51 -0.16
DD(%) NA 33.8 33.8 33.8 33.8 33.8 NA 38.7 6.0 15.7 1.6 5.8 11.3 5.6 3.2 8.8 17.9 14.6 13.8 11.0 9.0 4.9 3.3 8.0 8.1 28.5 30.9 11.1 12.0 13.0 10.8 6.8 2.5 5.3 4.5 5.1 8.6 10.9 7.6 7.0 14.2
SD(%) NA 37.5 31.8 20.7 16.9 15.0 NA 14.3 11.4 11.9 4.2 10.6 11.9 9.7 6.5 10.2 21.4 16.1 15.6 26.8 14.2 7.6 6.9 9.1 13.2 24.1 18.9 17.6 8.4 18.2 14.8 8.4 7.6 4.3 7.1 7.5 11.8 10.7 11.4 12.6 14.3
TR NA -0.01 0.05 0.08 0.11 0.11 NA 0.12 0.31 -0.11 0.29 0.11 0.09 0.24 0.38 0.24 -0.07 0.03 0.41 0.75 -0.07 0.25 0.17 0.14 0.46 -0.16 -0.23 0.06 -0.29 0.31 0.18 0.14 0.33 -0.12 0.02 0.03 0.14 0.04 0.21 0.12 -0.16
Alpha(%) NA -0.02 -0.02 0.0 0.0 0.0 NA 0.01 0.01 -0.01 0.01 0.0 0.02 0.03 0.01 0.02 -0.02 -0.03 0.02 0.2 -0.02 0.03 0.03 0.01 0.04 0.04 -0.02 0.05 -0.04 0.02 -0.02 0.0 0.01 -0.01 -0.01 0.0 -0.02 0.03 0.0 0.01 0.0
Beta(%) NA 0.9 0.89 0.82 0.77 0.75 NA 0.58 0.83 0.48 0.37 0.66 0.59 0.72 0.33 0.64 0.84 0.79 0.33 0.44 0.78 0.57 0.45 0.68 0.6 0.87 0.76 0.63 0.22 0.8 0.66 0.5 0.94 0.19 0.67 0.61 0.63 0.45 0.76 0.54 0.15
RS NA 0.91 0.89 0.82 0.77 0.75 NA 0.58 0.83 0.48 0.36 0.66 0.59 0.72 0.33 0.64 0.84 0.79 0.32 0.45 0.78 0.57 0.45 0.68 0.6 0.86 0.76 0.63 0.22 0.8 0.65 0.5 0.94 0.18 0.66 0.61 0.58 0.46 0.76 0.54 0.14
SR NA -0.02 0.19 0.44 0.7 0.76 NA 0.7 3.24 -0.61 5.57 0.95 0.66 2.59 3.08 2.33 -0.36 0.23 1.2 1.94 -0.51 3.08 1.69 1.5 3.49 -0.8 -1.21 0.33 -1.01 1.94 1.13 1.16 6.9 -0.62 0.34 0.31 1.15 0.24 1.88 0.69 -0.22
Yield(%) N/A 0.79 0.84 0.8 0.59 0.65 N/A 1.42 1.15 0.5 0.0 0.49 0.0 0.6 0.0 0.51 1.86 0.97 1.17 2.15 1.38 0.45 0.57 1.91 1.37 1.13 0.74 0.81 0.28 1.92 2.03 0.0 3.13 1.97 1.67 2.55 2.4 2.78 5.6 2.14 1.89

*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/01/1987

Tax Performance Analytics
Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 09/28/1992 when all charts have data
Strategies
Asset Strategy    Market Timing Rule with Long Term Interest Rate

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