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MPIQ Core ETFs
MPIQ Core ETFs Asset Allocation Composite Most Aggressive (All Stocks)
MPIQ Core ETFs Asset Allocation Composite Most Aggressive (All Stocks)
live (public) 0.80% April 26
Delayed
Holdings (As of 02/29/2024)
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Asset | Fund in this portfolio | Price change* | Original Fund Description | Percentage |
---|---|---|---|---|
US Equity | VTI (Vanguard Total Stock Market Index Fund ETF Shares) | 0.42% | Vanguard Total Stock Market ETF | 47.47% |
Real Estate | VNQ (Vanguard Real Estate Index Fund ETF Shares) | 0.85% | Vanguard REIT Index ETF | 10.14% |
Emerging Market Equity | VWO (Vanguard FTSE Emerging Markets Index Fund ETF Shares) | 0.22% | Vanguard Emerging Markets Stock ETF | 7.85% |
International Equity | VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) | 0.23% | Vanguard Europe Pacific ETF | 34.54% |
* Day change on 02/29/2024.
Beta
Performance (As of 04/26/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
MPIQ Core ETFs Asset Allocation Composite Most Aggressive (All Stocks) | 3.8% | 18.0% | -1.3% | 3.7% | 5.9% | 8.9% |
VFINX (Vanguard (S&P 500) Index) | 7.3% | 27.5% | 8.3% | 13.5% | 12.6% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 2.7% | 15.1% | 2.4% | 7.6% | 7.7% | 9.7% |
* 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(%) | 2.4 | 3.8 | 18.0 | -1.3 | 3.7 | 5.9 | 8.9 | 8.1 | 7.8 | 12.6 | -26.1 | 25.8 | 0.7 | 27.9 | -7.7 | 18.8 | 11.0 | -3.0 | 11.6 | 19.6 | 17.6 | -1.4 | 10.8 | 29.2 | -3.5 | 1.4 | 19.8 | 4.7 | 8.0 | 15.1 | 1.1 | 2.3 |
Sharpe Ratio | NA | 0.24 | 1.19 | -0.26 | 0.15 | 0.39 | NA | NA | 0.53 | 0.68 | -1.57 | 2.04 | 0.03 | 2.52 | -0.64 | 2.76 | 1.03 | -0.26 | 1.12 | 1.63 | 1.31 | -0.06 | 0.64 | 1.81 | -0.53 | -0.08 | 1.55 | 0.4 | 1.05 | 2.2 | 0.01 | 0.01 |
Draw Down(%) | NA | 5.3 | 11.8 | 30.3 | 30.3 | 30.3 | NA | NA | 30.3 | 11.8 | 27.4 | 5.5 | 25.6 | 5.0 | 16.7 | 2.3 | 6.8 | 12.6 | 7.4 | 9.8 | 10.5 | 22.0 | 13.2 | 8.2 | 10.2 | 13.2 | 6.6 | 4.2 | 5.1 | 2.5 | 0.0 | 0.0 |
Standard Deviation(%) | NA | 10.9 | 11.9 | 14.1 | 13.8 | 12.4 | NA | NA | 12.8 | 12.3 | 17.5 | 12.7 | 14.8 | 10.5 | 14.2 | 6.6 | 10.5 | 11.8 | 10.4 | 12.0 | 13.4 | 26.0 | 16.6 | 16.1 | 8.3 | 19.5 | 10.6 | 6.3 | 6.7 | 6.6 | 0.0 | 0.0 |
Treynor Ratio | NA | 0.03 | 0.15 | -0.05 | 0.05 | 0.1 | NA | NA | 0.17 | 0.1 | -0.5 | 0.28 | 0.02 | 0.33 | -0.11 | 0.21 | 0.21 | -0.05 | 0.13 | 0.19 | 0.17 | -0.01 | 0.17 | 1.25 | -1.45 | -0.01 | 0.18 | 0.04 | 0.12 | 0.59 | -0.13 | -0.03 |
Alpha | NA | -0.03 | -0.02 | -0.03 | -0.01 | 0.0 | NA | NA | 0.02 | -0.03 | -0.08 | 0.0 | -0.01 | 0.02 | -0.01 | 0.01 | 0.02 | -0.01 | 0.01 | -0.03 | 0.01 | 0.0 | 0.01 | 0.08 | -0.01 | -0.01 | 0.02 | 0.01 | 0.01 | 0.03 | 0.0 | 0.0 |
Beta | NA | 0.86 | 0.94 | 0.66 | 0.43 | 0.5 | NA | NA | 0.4 | 0.82 | 0.55 | 0.94 | 0.19 | 0.8 | 0.8 | 0.86 | 0.53 | 0.57 | 0.87 | 1.03 | 1.01 | 1.1 | 0.64 | 0.23 | 0.03 | 1.15 | 0.94 | 0.59 | 0.59 | 0.24 | 0.0 | 0.0 |
RSquared | NA | 0.82 | 0.85 | 0.67 | 0.44 | 0.51 | NA | NA | 0.37 | 0.75 | 0.58 | 0.93 | 0.19 | 0.91 | 0.93 | 0.77 | 0.43 | 0.56 | 0.91 | 0.9 | 0.93 | 0.97 | 0.48 | 0.15 | 0.02 | 0.9 | 0.78 | 0.96 | 0.96 | 0.4 | 0.0 | 0.0 |
Sortino Ratio | NA | 0.33 | 1.79 | -0.34 | 0.2 | 0.53 | NA | NA | 0.73 | 0.99 | -1.98 | 2.98 | 0.04 | 3.66 | -0.82 | 4.33 | 1.39 | -0.35 | 1.59 | 2.34 | 1.97 | -0.08 | 0.9 | 2.68 | -0.76 | -0.11 | 2.37 | 0.56 | 1.5 | 3.44 | 0.81 | NA |
Yield(%) | N/A | 0.97 | 3.38 | 2.64 | 2.89 | 2.89 | N/A | N/A | 2.56 | 3.07 | 2.01 | 3.08 | 2.45 | 3.21 | 2.76 | 2.98 | 3.65 | 2.54 | 2.97 | 2.43 | 3.06 | 2.59 | 2.74 | 3.71 | 0.74 | 2.68 | 3.21 | 1.95 | 1.45 | 1.17 | 1.11 | 2.31 |
Dividend Growth(%) | 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 12/31/2000
Portfolio Description
The risk profile of this portfolio is 0%. The total allocation of the fixed income asset should be at least 0%.
The portfolio’s stock (risk asset) allocation can be dynamically reduced when stock or risk asset markets are in a downtrend.
This portfolio belongs to MPIQ Core ETFs