• MyPlan IQ-P Composite Momentum Scoring Global risk Assets-tactical allocation-Portfolio-ID73834
  Hello,
  I was very impressed with your comparison of your P-Composite Momentum Scoring Global Risk Asset portfolio to other tactical funds in this week's newsletter. Would I be able to follow and get timely investing signals for this TAA portfolio with your more basic pricing plan, or would i have to pay extra for the 300 per year plan to get full TAA investing signals to be able to follow this portfolio? I do want to follow MPIQ TAA portfolios for the most part. Are all your TAA signals and investing changes sent on the first day of each calendar month? --Thanks--Robert

  RBRowe7 asked · 09/14/2021 · 1 replies
  Re.

  • #1
  • For the specific portfolio you mentioned, it does require an expert subscription. However, you can follow the other all stock portfolio mentioned in the newsletter that only requires a basic subscription. This portfolio utilizes the same composite indicator and momentum scores as the expert one except it has more overall fixed weights on us stocks, REIT and international stocks. 
    
    All of these portfolios will receive rebalance emails after the last trading day of a month (if there is a rebalance, many months there aren’t rebalances) so that users can rebalance on the followed first trading day of next month.  Thanks.
    Admin · 09/15/2021 17:01:29

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• P_61056
  Your Invest and Speculate plan says I should hold this. What is it?

  padden asked · 08/31/2021 · 1 replies
  Re.

  • #1
  • The holding itself is a portfolio. Please click on 'Click here for more portfolio details and features' and then you'll be on the portfolio page with old format. Over there, you'll be able to click on this portfolio link to visit the portfolio
    Admin · 08/31/2021 20:02:31

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• retirement calculator shows blank screen
  Hi new subscriber here, When I try out the retirement calculator, it's showing me a blank screen in chrome and firefox. Is there a trick to enable it ? Thanks.
  

  npatil asked · 08/26/2021 · 2 replies
  Re.

  • #2
  • This has been fixed. Thank you. 
    Admin · 08/30/2021 16:17:16

  • #1
  • Apparently this was a bug caused by our recent security upgrade. We are working on it. Thank you for letting us know. 
    Admin · 08/27/2021 13:57:44

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• new portfolio
  I just now received a proposed growth portfolio from your computer.  I am confused.
  I want a growth portfolio for the "MPIQ Core ETFs Asset Allocation Composite" style. The proposal I have received goes by a different name.  Are they the same.  If so, how am I to know that?  Is it a pure tactical portfolio or an "Asset Allocation Composite" portfolio?   

  sojourner asked · 08/21/2021 · 1 replies
  Re.

  • #1
  • This is a bit confusing for long time users like you: yes, the 'default' two portfolios listed on a user's dashboard are based on (AAC) Asset Allocation Composite strategy, not the old TAA (Tactical Asset Allocation).
    
    We have tried to simplify our offering in order not to complicate new users. The names like MPIQ ETF Allocation Moderate are indeed the same as MPIQ Core ETFs Asset Allocation Composite. You can find out more information by clicking on 'click here for more portfolio details and features' on a portfolio page like this ( https://www.myplaniq.com/invest/port/?ID=75,064) for more information. 
    
    
    
    Admin · 08/23/2021 20:45:47

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• Erroneous 1 Week Performance for WE 7/23/2021
  I got the 1 week performance of all the portfolios by using the "Compare" function. For the "P_Composite_Momentum_Market_VFINX it shows a 1 week return of 1.2%. Morningstar shows a 1 week return of 1.97%.
  
  Please let me know if the numbers shown on your website are erroneous for only this or all the other portfolios too.
  
  I do have the screenshot - can provide if needed.

  rptrader1 asked · 07/24/2021 · 1 replies
  Re.

  • #1
  • Thank you for the catch. We investigate and found that our price of VFINX on 7/16 Friday was a stale price, using the same price of 7/15. This was an error from our data provider (Nasdaq) on Friday 7/16. We continue to monitor our data (and appreciate your regular monitoring also) and have notified our data provider. Our other prices are all fine. In fact, even the same fund, different class VFIAX (Vanguard 500 index Admiral) is correct. Very puzzling. 
    Admin · 07/26/2021 14:05:07

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• paypal
  payment method
  

  viscotop asked · 07/22/2021 · 1 replies
  Re.

  • #1
  • It looks like you didn't have issue with PayPal. Your payment did go through. 
    Admin · 07/23/2021 14:33:50

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• Erroneous 1 Week Performance number
  I got the 1 week performance of all the portfolios by using the "Compare" function. For the "P_Composite_Momentum_Market_VFINX it shows a 1 week return of 1.2%. Morningstar shows a 1 week return of 0.42%. Please let me know if the numbers shown on your website are erroneous for only this or all the other portfolios too.
  
  I do have the screenshot - can provide if needed.
  
  Thanks
  

  rptrader1 asked · 07/10/2021 · 2 replies
  Re.

  • #2
  • Here is the update on the issue: it's caused by the July 4th (July 5th off) holiday. Somehow, our calculation of 1wk return in a portfolio was off, it used July 1st. close return. i.e. our 1 wk calculation is really last 5 trading days. We'll work on this to fix it. 
    
    On the other hand, the actual simulation and other calculation are all correct. 
    
    Thank you for pointing this out. 
    Admin · 07/13/2021 14:44:07

  • #1
  • I believe you meant this (currently, it shows the following data)
    
    

    Portfolio Performance Comparison

    Ticker/Portfolio Name	1 Week Return*	YTD Return**	1Yr AR	1Yr Sharpe	3Yr AR	3Yr Sharpe	5Yr AR	5Yr Sharpe	10Yr AR	10Yr Sharpe	15Yr AR
    P Composite Momentum Market VFINX	1.2%	17.2%	40.6%	2.69	18.1%	1.14	17.4%	1.24	15.0%	1.03	14.3%
    VFINX (Vanguard 500 Index Investor)	0.4%	17.2%	40.6%	2.69	18.2%	0.75	17.5%	0.88	14.7%	0.81	10.7%

    *: NOT annualized

    **YTD: Year to Date

    
    It's of course wrong for the 1-wk return. We are investigating. But the overall 1 yr or 3 month etc. are the same as VFINX. It does happen to many portfolios. So for now, there is a problem for 1 week return. 
    Admin · 07/12/2021 14:24:03

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• Performance comparison charts not current
  I'm curious if something is wrong with a settings or if I am overlooking something.  When searching for a fund symbol, XLE for example, a listing of the top rated mutual funds and ETFs for the energy sector are shown. When the "Compare Above Funds" button is clicked, you can see the comparison table and performance comparison chart. When I click on the chart to see the details, I cannot see any data beyond 12/16/2014.  I am unable to see any dates more recent than that, nor can I select a custom interval more recent than that.  

  gpryor1 asked · 07/06/2021 · 1 replies
  Re.

  • #1
  • This was caused by two outdated funds. If you scroll down the comparison page and look at the end dates: 
    
    

    Name	End Date
    Energy Select Sector SPDR ETF	07/02/2021
    Guinness Atkinson Alternative Energy	07/02/2021
    Calvert Global Alternative Energy I	07/02/2021
    FAMCO MLP & Energy Infrastructure	12/16/2014
    Putnam Global Energy Y	07/02/2021
    BlackRock Natural Resources Instl	07/02/2021
    BlackRock Natural Resources Inv A	07/02/2021
    SteelPath MLP Select 40 Y	06/18/2019
    SteelPath MLP Income I	07/02/2021
    Tortoise MLP & Pipeline Instl	07/02/2021
    FAMCO MLP & Energy Income I	07/02/2021

    In the above, one ended in 2014 and the other ended in 2019. Both should be deleted. 
    
    You can delete the two funds that are outdated in the compare box and click on 'Compare' again. You'll see these are no up to date. 
    
    We will delete those outdated funds in our ranking. That's a mistake. 
    
    
    Admin · 07/06/2021 12:53:14

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• Asset Class Returns erroneous
  Hi,
  
  It appears that there are errors in the Asset Class Returns.
  Long Term Treasuries are shown as the week's leader with 3.50% return; next US Stocks with 3% and 3rd Commodities 2.2%
  I checked the performance of VUSTX, VITSX and DBC on performance.morningstar.com.
  Their returns are:  1.99%,1.28%, and 2.69% respectively.
  Would appreciate your clarification.
  Thanks.
  

  rptrader1 asked · 07/03/2021 · 3 replies
  Re.

  • #3
  • in future I will take screenshot
    
    rptrader1 · 07/07/2021 21:23:29

  • #2
  • Sorry, meant for this page https://www.myplaniq.com/LTISystem/jsp/fundtop/assetOverview.action
    Admin · 07/06/2021 12:57:30

  • #1
  • Are you referring to this page? We are not seeing the returns you mentioned. Please pay attention to the 'as of 7/2/2021' date. Maybe you were seeing a different date? 
    
    

    Asset Class Trends (As of 07/02/2021)

    Asset Class	1 Weeks	4 Weeks	13 Weeks	26 Weeks	52 Weeks	Trend Score
    Commodities	2.7%	2.2%	15.5%	32.7%	56.5%	21.9%
    Long Term Treasuries	2.1%	3.5%	5.5%	-7.3%	-9.6%	-1.2%
    US Stocks	1.3%	3.0%	8.1%	16.5%	44.5%	14.7%
    US Bonds	0.7%	0.8%	1.7%	-1.7%	-0.6%	0.2%
    High Yield Bonds	0.7%	1.0%	2.4%	2.5%	11.0%	3.5%
    Gold	0.4%	-5.6%	3.3%	-6.2%	0.2%	-1.6%
    National Muni Interm	0.2%	0.0%	1.2%	0.9%	3.8%	1.3%
    Cash	0.0%	0.0%	0.0%	0.0%	0.0%	0.0%
    Intl Bonds	-0.1%	-1.8%	0.8%	-3.9%	6.7%	0.3%
    US REITs	-0.3%	0.8%	10.5%	22.4%	33.0%	13.3%
    Global Real Estate	-0.5%	-1.2%	5.2%	8.5%	23.1%	7.0%
    Intl Stocks	-0.8%	-1.5%	4.6%	10.0%	34.9%	9.4%
    Emerging Mkt Stocks	-1.4%	-1.6%	2.7%	7.8%	33.6%	8.2%

    
    
    
    Admin · 07/06/2021 12:56:39

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• Subscriptions
  What subscription level is necessary for the Income Portfolio?

  mgriffith1953 asked · 06/17/2021 · 1 replies
  Re.

  • #1
  • Basic subscription
    Admin · 06/17/2021 20:08:43

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