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MyPlanIQ
Major Brokerage Investor
MPIQ Core ETFs
MPIQ ETF Allocation All Stocks
MPIQ ETF Allocation All Stocks
live (public) 1.01% May 03
Delayed
Holdings (As of 03/28/2024)
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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) | 0.07% | Vanguard Total Stock Market ETF | 46.10% |
Real Estate | VNQ (Vanguard Real Estate Index Fund ETF Shares) | 0.71% | Vanguard REIT Index ETF | 10.08% |
Emerging Market Equity | VWO (Vanguard FTSE Emerging Markets Index Fund ETF Shares) | 0.34% | Vanguard Emerging Markets Stock ETF | 9.00% |
International Equity | VEA (Vanguard FTSE Developed Markets Index Fund ETF Shares) | 0.20% | Vanguard Europe Pacific ETF | 34.82% |
* Day change on 03/28/2024.
Beta
Performance (As of 05/03/2024)
Since 12/31/2000
Name | YTD* Return |
1Yr AR** |
3Yr AR** |
5Yr AR** |
10Yr AR** |
15Yr AR** |
---|---|---|---|---|---|---|
MPIQ ETF Allocation All Stocks | 5.0% | 18.5% | -0.9% | 7.4% | 8.2% | 10.6% |
VFINX (Vanguard (S&P 500) Index) | 7.9% | 27.1% | 8.5% | 13.5% | 12.5% | 14.6% |
VBINX (Vanguard Balance (60% stocks/40% bonds) | 3.5% | 15.3% | 2.8% | 7.7% | 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(%) | 1.2 | 5.0 | 18.5 | -0.9 | 7.4 | 8.2 | 10.6 | 9.5 | 9.2 | 12.4 | -26.1 | 25.4 | 19.2 | 28.7 | -7.1 | 19.5 | 17.3 | -6.9 | 12.1 | 23.3 | 17.2 | -0.7 | 12.5 | 22.5 | -4.3 | 2.9 | 18.2 | 6.3 | 12.8 | 25.6 | -3.4 | 2.3 |
Sharpe Ratio | NA | 0.33 | 1.23 | -0.23 | 0.41 | 0.55 | NA | NA | 0.62 | 0.66 | -1.57 | 2.01 | 1.17 | 2.47 | -0.57 | 2.88 | 1.57 | -0.53 | 1.15 | 1.99 | 1.3 | -0.03 | 0.78 | 1.38 | -0.68 | 0.0 | 1.43 | 0.4 | 1.06 | 2.29 | -0.95 | 0.01 |
Draw Down(%) | NA | 5.3 | 11.9 | 30.2 | 30.2 | 30.2 | NA | NA | 30.2 | 11.9 | 27.3 | 5.5 | 11.8 | 5.4 | 17.6 | 2.2 | 6.3 | 13.5 | 7.4 | 8.7 | 10.3 | 21.5 | 12.8 | 9.9 | 10.6 | 11.9 | 7.4 | 7.0 | 8.5 | 4.2 | 5.7 | 0.0 |
Standard Deviation(%) | NA | 11.4 | 12.0 | 14.1 | 14.2 | 12.9 | NA | NA | 13.2 | 12.3 | 17.5 | 12.6 | 16.2 | 11.0 | 14.8 | 6.5 | 10.9 | 13.0 | 10.6 | 11.7 | 13.3 | 25.4 | 15.9 | 16.2 | 7.6 | 17.8 | 10.4 | 10.4 | 11.2 | 10.9 | 4.7 | 0.0 |
Treynor Ratio | NA | 0.04 | 0.16 | -0.05 | 0.14 | 0.14 | NA | NA | 0.19 | 0.1 | -0.5 | 0.27 | 1.08 | 0.32 | -0.1 | 0.21 | 0.29 | -0.1 | 0.13 | 0.23 | 0.17 | -0.01 | 0.21 | 0.92 | -1.74 | 0.0 | 0.15 | 0.04 | 0.12 | 0.61 | -1.39 | -0.03 |
Alpha | NA | -0.02 | -0.02 | -0.02 | 0.01 | 0.01 | NA | NA | 0.02 | -0.03 | -0.08 | 0.0 | 0.06 | 0.01 | -0.01 | 0.01 | 0.04 | -0.03 | 0.01 | -0.02 | 0.01 | 0.0 | 0.02 | 0.06 | -0.01 | 0.0 | 0.02 | 0.01 | 0.01 | 0.05 | -0.01 | 0.0 |
Beta | NA | 0.87 | 0.94 | 0.66 | 0.43 | 0.52 | NA | NA | 0.42 | 0.82 | 0.55 | 0.94 | 0.17 | 0.86 | 0.85 | 0.91 | 0.59 | 0.71 | 0.91 | 1.03 | 1.02 | 1.08 | 0.6 | 0.24 | 0.03 | 1.08 | 1.0 | 0.99 | 0.98 | 0.4 | 0.03 | 0.0 |
RSquared | NA | 0.83 | 0.85 | 0.67 | 0.41 | 0.52 | NA | NA | 0.39 | 0.75 | 0.58 | 0.94 | 0.14 | 0.96 | 0.97 | 0.87 | 0.51 | 0.72 | 0.95 | 0.94 | 0.96 | 0.98 | 0.46 | 0.17 | 0.03 | 0.94 | 0.92 | 0.96 | 0.96 | 0.4 | 0.03 | 0.0 |
Sortino Ratio | NA | 0.47 | 1.83 | -0.31 | 0.54 | 0.74 | NA | NA | 0.85 | 0.96 | -1.98 | 2.93 | 1.52 | 3.58 | -0.73 | 4.5 | 2.2 | -0.71 | 1.62 | 2.89 | 1.96 | -0.04 | 1.09 | 1.98 | -0.91 | -0.01 | 2.14 | 0.56 | 1.52 | 3.58 | -1.19 | NA |
Yield(%) | N/A | 0.97 | 3.21 | 2.59 | 2.63 | 2.59 | N/A | N/A | 2.34 | 2.9 | 2.02 | 2.76 | 2.15 | 2.94 | 2.51 | 2.7 | 3.29 | 2.06 | 2.69 | 2.37 | 2.87 | 2.39 | 2.12 | 3.13 | 0.73 | 2.33 | 2.43 | 1.79 | 1.8 | 1.53 | 0.97 | 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