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MyPlanIQ Static Portfolio Conservative Core Satellite

Conservative Core Satellite (Static Portfolio)

live (public) 0.02% March 26

Buy and Hold (Annually Rebalance)
Conservative-Static P_68733 50%
Balanced-Active P_69402 50%

Simulated from 01/02/2001

Holdings (As of 03/26/2024)
Asset Fund in this portfolio Price change* Percentage
Conservative-Static P_68733 (Schwab Conservative Total Return Dividend Portfolio) 0.05% 48.61%
Balanced-Active P_69402 (50 To 70 Percent Tactical Balanced Portfolio) 0.01% 51.39%

* Day change on 03/26/2024.

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

Transactions

Performance (As of 03/26/2024)

Since 01/02/2001

Name YTD*
Return
1Yr
AR**
3Yr
AR**
5Yr
AR**
10Yr
AR**
15Yr
AR**
Conservative Core Satellite 4.4% 11.2% 4.4% 7.3% 6.6% 9.7%
VFINX (Vanguard (S&P 500) Index) 10.4% 33.9% 11.9% 15.1% 12.9% 15.4%
VBINX (Vanguard Balance (60% stocks/40% bonds) 6.6% 21.3% 5.3% 9.0% 8.1% 10.3%

*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
01/02/2001
2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return(%) 0.4 4.4 11.2 4.4 7.3 6.6 9.7 8.6 9.0 7.3 -9.7 14.8 11.3 13.9 -2.4 13.5 9.6 -1.5 10.1 16.0 15.5 4.4 17.0 25.9 -5.8 6.1 14.2 4.0 10.7 31.9 3.5 3.4
Sharpe Ratio NA 0.59 1.16 0.33 0.76 0.83 NA NA 1.17 0.44 -1.68 2.09 1.07 2.5 -0.49 3.76 1.74 -0.22 1.6 2.5 2.28 0.45 2.11 3.15 -0.9 0.36 1.88 0.32 1.44 5.43 0.68 0.41
Draw Down(%) NA 1.1 6.9 10.5 14.7 14.7 NA NA 14.7 6.9 10.5 3.6 14.7 2.0 9.6 1.1 3.8 6.9 3.8 5.7 5.4 9.8 7.5 4.7 11.6 5.9 4.2 4.2 6.7 4.6 4.2 2.1
Standard Deviation(%) NA 6.1 6.4 6.7 7.5 6.8 NA NA 6.8 6.9 6.6 7.1 10.4 5.0 7.5 3.4 5.4 7.0 6.3 6.4 6.8 9.8 8.0 8.2 7.5 8.6 5.8 5.6 6.8 5.7 3.5 2.6
Treynor Ratio NA 0.07 0.15 0.07 0.21 0.18 NA NA 0.32 0.07 -0.51 0.3 0.48 0.4 -0.09 0.28 0.31 -0.04 0.19 0.29 0.3 0.13 0.47 1.19 -0.62 0.06 0.2 0.03 0.19 1.55 0.56 0.43
Alpha NA -0.01 -0.02 0.0 0.01 0.01 NA NA 0.02 -0.02 -0.03 0.01 0.02 0.02 0.0 0.02 0.02 -0.01 0.01 0.0 0.03 0.02 0.04 0.07 -0.01 0.01 0.02 0.0 0.02 0.09 0.01 0.01
Beta NA 0.51 0.49 0.3 0.28 0.31 NA NA 0.25 0.45 0.22 0.49 0.23 0.31 0.42 0.46 0.3 0.41 0.54 0.56 0.52 0.35 0.36 0.22 0.11 0.52 0.55 0.51 0.5 0.2 0.04 0.03
RSquared NA 0.83 0.77 0.63 0.61 0.66 NA NA 0.51 0.73 0.63 0.83 0.6 0.6 0.9 0.8 0.55 0.84 0.95 0.92 0.94 0.68 0.65 0.52 0.36 0.93 0.91 0.91 0.68 0.36 0.1 0.04
Sortino Ratio NA 0.92 1.75 0.46 1.03 1.13 NA NA 1.63 0.64 -2.07 2.98 1.37 3.62 -0.62 5.97 2.55 -0.31 2.32 3.64 3.58 0.58 2.99 5.07 -1.21 0.48 2.96 0.46 2.08 9.37 0.96 0.59
Yield(%) N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/02/2001

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 01/02/2001 when all charts have data
Strategies
Asset Allocation Strategy    Rebalance for Static Portfolios

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