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MyPlanIQ Newsletter
December 2010
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Archive |
Our weekly newsletter provides information and ideas you can use to
build the best portfolios for yourself or your client.
It's free, what's not to like?
MyPlanIQ provides unlimited, free access to those who are looking for strategic asset allocation strategies tailored to their plan and risk profile. It doesn't cost anything to register and MyPlanIQ will help you increase your risk adjusted returns in four key ways:
- We will look through your list of funds for each asset class and pick the best funds. You may have several funds in each asset class and you may not know which is the best -- we will find it for you
- We will perform styles rotation -- swapping in a better fund when performance changes
- We will send you rebalancing emails to make sure that you keep the portfolio optimized
- You have access to in depth analysis of your portfolio and other market metrics
Unlike other services (which aren't free) which give you a generic asset allocation portfolio, MyPlanIQ's superior fund selection adds an extra 1-2% annual returns, all for free!
What's not to like?
Asset Class Indicators using representative ETFs to provide a weekly track of key trends in range of market segments
Here are the top five bond class trends full details here
| Assets Class |
Symbols |
6 Dec Trend Score |
26-Nov Trend Score |
Direction |
| High Yield |
JNK |
4.81% |
4.05% |
^ |
| Emerging Mkt Bonds |
PCY |
3.14% |
3.45% |
v |
| International Inflation
Protected |
WIP |
2.65% |
1.17% |
^ |
| Intermediate Term Credit |
CIU |
1.37% |
2.16% |
v |
| Inflation Protected |
TIP |
1.32% |
2.05% |
v |
Smart money indicators
track where money is going; to risk based or fixed income funds.
Registered Professionals only -- you should have a tactical asset allocation alternative for your clients.
Buy and hold strategies are under scrutiny and your client may want you to show alternative options that limit downside risk.
MyPlanIQ tactical asset allocation has:
The strategies are clearly explained and you can use this to explain how these strategies can be used to deliver good risk adjusted returns. Note that the strategic asset allocation uses styles rotation to squeeze out extra returns.
Here are some ideas to offer more value to your clients.
Disclaimer:
Any investment in securities including mutual funds,
ETFs, closed end funds, stocks and any other securities could lose
money over any period of time. All investments involve risk. Losses may
exceed the principal invested. Past performance is not an indicator of
future performance. There is no guarantee for future results in your
investment and any other actions based on the information provided on
the website including, but not limited to, strategies, portfolios,
articles, performance data and results of any tools.
All rights are reserved and enforced. By accessing
the website, you agree not to copy and redistribute the information
provided herein without the explicit consent from MyPlanIQ.
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