• Asset Allocation Composite
  How do I find the recommended funds for this?
  
  

  banderson asked · 01/08/2021 · 1 replies
  Re.

  • #1
  • Go to your dashboard and click on the portfolio MPIQ ETF Allocation Moderate  . You should now see the real time holdings (ETFs) for this portfolio if you are a paying subscriber. 
    Admin · 01/11/2021 20:09:54

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• Composite market indicator story and updates
  Follow-on question from https://www.myplaniq.com/LTISystem/support_viewTopic.action?topicID=99680
  
  When did the indicator go-live? Assuming the indicator is proprietary, how do I know I can trust the historical trades it recommends? For example, the indicator seems to say to move to treasuries just before the large COVID dip in March and then start re-buying in May. This seems great; OR did you change the indicator recently to make sure it historical performance demonstrates this desirable insight?
  
  i.e. In Feb/Mar 2020, did the indicator (and/or associated portfolios) tell actual subscribers to sell equities and move to treasuries?

  jason1365 asked · 12/17/2020 · 1 replies
  Re.

  • #1
  • The composite indicator went public live November 2019 https://www.myplaniq.com/invest/20191112-november-11-2019-market-indicator-and-momentum/  . The indicator is based on our years of research and experience and it's essentially derived from major stock asset price momentum, sector divergence and several important economic indicators. The idea is that when economy and markets are doing well, stick to risk assets, don't rely on bond and stock relative strength. We have long used major multi-assets across risk and bonds to identify and invest in top asset classes. However, the strength of bonds is not always an indication of the weakness of stocks and other risk assets because of central bank and government ultra stimulating policies in recent years. 
    
    Our live portfolios did go to treasures at the beginning of March and we started to get back to stocks in early June. Stocks began fully allocated at the beginning of October. This was to our subscribers. 
    
    We did make another change in the indicator (by adding an important economic indicator) and the current one made full target stock allocation in June. 
    
    
    
    Admin · 12/18/2020 14:50:07

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• fidelity investments
  all investments are 401k with fidelity.  Do you have a plan for this?

  rlachman asked · 12/07/2020 · 1 replies
  Re.

  • #1
  • There are many 401k plans on Fidelity platform. Please email us the list of funds and the name of the public 401k plan and we can help to create the plan. Before doing that, you can search for our database to see whether we already have the plan. 
    Admin · 12/08/2020 14:00:48

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• change password
  change password?

  rlachman asked · 12/07/2020 · 2 replies
  Re.

  • #2
  • Please send instructions to reset password.email:udpg3717@gmail.com
    Thank you.
    marc3717 · 12/21/2020 11:52:20

  • #1
  • Many users are confused with MyPlanIQ: some think MyPlanIQ has their 401k accounts info. Please note that MyPlanIQ has no relationship with any retirement and other public investment plans nor we are affiliated with any other institutions. We only provide investment model (virtual) portfolios for various retirement plans. For your actual 401k or other investment plans, please direct your questions to those institutions/companies. 
    
    If you happened to create a MyPlanIQ account yourself and have a hard time to reset password, please email us (support at myplaniq.com) for more info. 
    
    
    Thank you. 
    Admin · 12/08/2020 13:59:07

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• Strategies with High Beta ETF
  It appears that SPHB outperforms the S&P500 during extended periods of a bull market. Are there any strategies that include SPHB as a candidate etf? I checked the Style ETF strategy and did not see this listed.
  

  rptrader1 asked · 12/03/2020 · 5 replies
  Re.

  • #5
  • Thank you very muhch.
    
    rptrader1 · 12/04/2020 21:04:37

  • #4
  • Go to your dashboard and click on Portfolios table and scroll down to Advanced Portfolios section, you'll find the instruction on how to customize an advanced portfolio. 
    Admin · 12/04/2020 14:23:26

  • #3
  • I do not know how to customize a portfolio. When I clicked on the Customize button it takes me to a page with various fields but there is none that shows the component ETFs for the strategy. Do u have a guide that explains how one can customize the strategy to add component ETFs?
    
    rptrader1 · 12/03/2020 17:21:37

  • #2
  • Thanks very much
    
    rptrader1 · 12/03/2020 17:13:12

  • #1
  • Sorry, we have no portfolio that uses SPHB as a candidate. The high beta factor is not considered to be a main factor. However, as stated before, as an expert user, you can customize/make a new portfolio with funds of your choice by customizing an existing one such as the one Style ETF one, for example. 
    Admin · 12/03/2020 16:22:52

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• change password
  Tired to change my password but was unable. Message indicated something to do with verification code. Please help.

  gillco asked · 12/03/2020 · 1 replies
  Re.

  • #1
  • Can you send email to support at myplaniq.com with a screenshot, if it's possible?
    Admin · 12/03/2020 14:45:51

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• Reg rebalance email for Composite Portfolios
  Hi - i saw the statement taht
  

  Asset Allocation Composite based portfolios are rebalanced at the end of a month.
  In the email that i got today, only the Composite Global Risk assets and Composite Style ETFs portfolios were featured. Could you clarify about the others? Thanks
  

  rptrader1 asked · 12/01/2020 · 4 replies
  Re.

  • #4
  • ok Thanks
    
    rptrader1 · 12/03/2020 14:46:30

  • #3
  • We had a problem in our recent rebalance email. The best way now is to look at these portfolios on your dashboard and see the latest holdings. You can also find their historical holdings on the detailed portfolio page. 
    Admin · 12/02/2020 13:59:36

  • #2
  • Hi _ i got only 1 email which had the following 2 composite portfolios - Global Risk Assets and Style ETFs. I need for: 1. Composite Fidelity Select Funds 2. Composite ARK ETFs 3. Composite Factor ETFs 4. Composite Industry ETFs (I added this recently) 5. Momentum Market VFINX
    
    rptrader1 · 12/02/2020 13:51:05

  • #1
  • Most portfolios should have be rebalanced by the month end or first day of a month. Some advanced ones might have their own timing. Can you email us the portfolios in question? Thanks
    Admin · 12/02/2020 13:16:07

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• How do I add a plan from your newsletter
  There is no logical way to add a plan mentioned in your newsletter to my portfolio.  I am in free mode.  How is it done?

  twominute00 asked · 12/01/2020 · 1 replies
  Re.

  • #1
  • Not quite sure what you asked. If you have a 401k or other public (so called predefined) plan, go to page 'What We Do' ->'Retirement Investors' and typed your plan name to the search box. Click on 'Search' and if the plan doesn't exist, you can either email us a list of funds so that we create that plan or directly input funds yourself. 
    
    
    
    Note this only works for public plans. For funds of your own choices, you'll need to be an expert subscriber to create a 'personal' plan. 
    Admin · 12/02/2020 14:39:05

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• Regarding strategies for internationals, commodities etc
  For US stocks, MPIQ provides a variety of strategies that select funds that are at the sector level. Is it possible to provide strategies for other asset classes that select funds other than the broad based funds, like VWO for emerging markets? For example, a strategy that selects the best emerging market country funds, or best emerging market tech funds like CQQQ or EMQQ? 
  

  rptrader1 asked · 11/19/2020 · 1 replies
  Re.

  • #1
  • As an expert subscriber, you can try to construct your own portfolios by clicking on 'Customize a New Portfolio' on a portfolio page. You then can click on PA next to a strategy to reveal a list of parameters. Over there, you should be able to enter your own funds and back test. The newly customized portfolios will be on your dashboard and you can remove it if you don't want to follow it. 
    Admin · 11/20/2020 13:53:01

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• Regarding Max Drawdown for strategies
  I saw in your recent newsletter that you had provided Max Drawdown for the 2 high performance strategies highlighted. Where can I find teh Max Drawdown for teh strategies, esp. the ones that I have selected for my Dashboard?
  
  Appreciate your help.
  
  Thanks and Regards
  

  rptrader1 asked · 11/19/2020 · 2 replies
  Re.

  • #2
  • Thanks. Got it.
    
    rptrader1 · 11/20/2020 18:38:05

  • #1
  • You can visit a portfolio page (on the new portfolio page, click on 'Click for more portfolio details and features') and then scroll down to 'Performance' and then click on 'More Analytics' to find out Max Drawdown (DD). We provide a lot portfolio stats on that page if you look around. 
    Admin · 11/20/2020 13:45:21

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