A Primer For Portfolios
Recently, we have received many requests/questions regarding our portfolios. We do recognize that MyPlanIQ provides various portfolios at different levels that can often confuse our users. In this newsletter, we want to explain our portfolio usage.
Plans and portfolios
First, a word on the often confusing concepts: plans and portfolios on MyPlanIQ.com. A plan is just a list of candidate funds or investment options. It’s similar to a 401k plan that only allows to choose investment funds from a selected list. A portfolio is a collection of funds that are selected dynamically from the list of candidate funds in a plan, if the portfolio belongs to a plan. A portfolio does not necessarily belong to a plan. Those portfolios listed on Advanced Strategies and static portfolios usually are not associated with a plan.
Types of portfolios
There are four types of portfolios.
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