Create your own plan and model portfolios
Enter your own ETFs and/or mutual funds to create your own investment plan.
- Enter fund trading restrictions such as mutual fund minimum holding periods, round trip limitation so that your portfolios are realistically investable.
- Generates portfolios that use MyPlanIQ’s Asset Allocation Composite, Strategic Asset Allocation or Tactical Asset Allocation strategies.
- Back test your portfolios using various rebalance frequencies.
Research and monitor advanced portfolios
MyPlanIQ provides comprehensive information for advanced investors to construct a sophisticated portfolio. You can visit the following pages
MyPlanIQ monitors realtime asset allocations of many famous allocation mutual funds using MyPlanIQ SmartMoneyIQ tool that analyzes and infers a fund’s allocation based on its recent price behavior (a similar technique used for hedge fund cloning). You can also find the top allocation gurus’ and average allocation managers’ allocations in their mutual funds from Smart Money Indicators.
on this page, you can find daily trend scores for many asset classes, represented by ETFs. These trend scores are similar to the ones used in Tactical Asset Allocation. Use these trend info along with the info on Asset Trends and Correlation to monitor how asset classes have moved.
this page lists several U.S. stock valuation metrics such as Robert Shiller CAPE10, Warren Buffett’s Total Stock Market Valuation to GNP ratio etc.
MyPlanIQ’s smart money indicator is derived based on comprehensive analysis of top asset allocation Gurus’ recent asset exposure. Currently, it tracks the aggregate asset exposure on US equities and bonds.
Use your own allocation templates
You can create an advanced static portfolio that is based on your asset allocation templates. Enter a list of ETFs or mutual funds and then specify target allocation percentages for each asset class (such as U.S. stocks or U.S. SmallCap), the tool will automatically generate a portfolio using the template. It uses MyPlanIQ fund selection and rebalances at a rebalance time, either monthly, quarterly or other frequencies you choose.