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Monitor your savings progress, get up-to-date estimated pension at retirement

Create a Static Portfolio

Enter fund allocation and create a ‘static’ or ‘lazy’ portfolio with back test and ongoing monitoring.

MyPlanIQ
Composite Allocation Indicator

Subscribe to get the monthly real time MyPlanIQ Composite Indicator status. See the White Paper

See What We Offer and our investment strategy White Paper. The following are the model portfolios we support.

Model portfolios

Stock ETF model portfolios

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Inception
MyPlanIQ ETF Strategic Stock Allocation	0.59%	6.45%	7.90%	16.83%	10.53%	NA	NA	11.54%
MyPlanIQ ETF Tactical Stock Allocation	-4.02%	3.26%	7.23%	16.19%	10.55%	12.54%	15.00%	10.59%
VT (Vanguard Total World Stock ETF)	-0.98%	7.26%	6.89%	15.38%	8.90%	9.01%	NA	8.79%

Data as of 03/31/2025, AR inception is 02/14/2014

Fixed-income ETF portfolio

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Inception
MPIQ ETF Fixed Income	0.79%	1.49%	0.56%	1.38%	2.15%	NA	NA	2.38%

Data as of 03/31/2025, AR inception is 12/31/2014

Fixed-income mutual fund portfolios customized to brokerages

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Inception
Schwab Total Return Bond	1.54%	1.98%	1.80%	2.32%	2.17%	4.40%	5.80%	5.76%
Fidelity Total Return Bond	1.54%	2.01%	1.81%	2.32%	2.62%	4.83%	6.12%	6.15%
Etrade Total Return Bond	1.54%	1.98%	1.80%	2.32%	2.63%	4.71%	6.03%	6.04%
Merrill Edge Total Return Bond	2.20%	3.04%	2.15%	2.53%	2.66%	5.08%	5.69%	6.16%
Vanguard Brokerage Total Return Bond	0.84%	3.34%	1.97%	2.07%	2.36%	4.33%	5.77%	5.73%
BND (Vanguard Total Bond Market ETF)	2.78%	5.64%	0.53%	-0.28%	1.42%	2.38%	NA	3.16%

Data as of 03/31/2025, AR inception is 04/10/2007

You can create a single model portfolio with a custom risk profile (custom percentage/weight on the ETF stock portfolio and the ETF fixed income portfolio) using our Get Started Now flow:

Customize a model portfolio now

Selected advanced model portfolios

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Inception
P Composite Momentum Scoring Factor ETFs	-2.31%	8.50%	11.86%	18.53%	13.37%	13.94%	NA	13.95%
P Composite Momentum Scoring Fidelity Select Funds	4.17%	10.59%	12.73%	18.63%	12.98%	13.33%	15.34%	13.76%
SPY (SPDR S&P 500 ETF Trust)	-4.27%	8.49%	8.97%	18.48%	12.41%	13.04%	10.14%	10.36%

Data as of 03/31/2025, AR inception is 01/01/2008

See this link for more Advanced Portfolios.

Custom 401(k) or ETF portfolios

All paid subscribers can customize a model portfolio for a 401(k) or 403(b) plan. Click on the following button to follow the step by step guide: