TIP AllW ETFs
Investment Model Portfolios
Investment options of TIP AllW ETFs
Total Available Funds: 79
| Asset Class |
Ticker
| Description |
| US EQUITY |
|
|
| LARGE BLEND |
SPY |
SPY |
| LARGE BLEND |
RSP |
RSP |
| MID-CAP BLEND |
MDY |
MDY |
| SMALL BLEND |
IJR |
IJR |
| SMALL BLEND |
IWC |
IWC |
| Large Growth |
QQQ |
QQQ |
| MID-CAP VALUE |
DVY |
DVY |
|
| Others |
|
|
| Technology |
XLK |
XLK |
| Consumer Cyclical |
XLY |
XLY |
| Financial |
XLF |
XLF |
| Industrials |
XLI |
XLI |
| SECTOR EQUITY |
XLC |
XLC |
| Health |
XLV |
XLV |
| Consumer Defensive |
XLP |
XLP |
| Equity Energy |
XLE |
XLE |
| Natural Resources |
XLB |
XLB |
| Utilities |
XLU |
XLU |
| Technology |
FDN |
FDN |
| Technology |
SOXX |
SOXX |
| Technology |
IGV |
IGV |
| Consumer Cyclical |
ITB |
ITB |
| Consumer Cyclical |
XRT |
XRT |
| Financial |
KIE |
KIE |
| Financial |
KRE |
KRE |
| Industrials |
ITA |
ITA |
| MISCELLANEOUS SECTOR |
PBW |
PBW |
| Health |
IBB |
IBB |
| Health |
IHF |
IHF |
| Health |
IHI |
IHI |
| Equity Energy |
XES |
XES |
| Equity Energy |
XOP |
XOP |
| EQUITY PRECIOUS METALS |
GDX |
GDX |
| Natural Resources |
XME |
XME |
| MISCELLANEOUS SECTOR |
PHO |
PHO |
| Consumer Defensive |
PBJ |
PBJ |
| ROOT |
CASH |
cash |
|
| REAL ESTATE |
|
|
| US Real Estate |
IYR |
IYR |
| US Real Estate |
VNQ |
vnq |
| US Real Estate |
XLRE |
xlre |
| US Real Estate |
SRVR |
srvr |
| REAL ESTATE |
SCHH |
schh |
| Global Real Estate |
VNQI |
vnqi |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
AGG |
AGG |
| Intermediate Government |
IEI |
IEI |
| LONG GOVERNMENT |
IEF |
IEF |
| LONG GOVERNMENT |
TLT |
TLT |
| High Yield Bond |
HYG |
HYG |
| SHORT GOVERNMENT |
SHY |
SHY |
| Intermediate-Term Bond |
BND |
BND |
| WORLD BOND |
BWX |
BWX |
| Emerging Markets Bond |
EMB |
EMB |
| Intermediate-Term Bond |
BOND |
BOND |
| Muni National Interm |
MUB |
mub |
| High Yield Muni |
HYD |
hyd |
| Intermediate-Term Bond |
TOTL |
totl |
| Intermediate-Term Bond |
FBND |
fbnd |
| Intermediate-Term Bond |
VCIT |
vcit |
| Intermediate-Term Bond |
VMBS |
vmbs |
| Ultra Short Government |
BIL |
bil |
| Intermediate-Term Bond |
FIXD |
fixd |
| ULTRASHORT BOND |
TFLO |
tflo |
|
| COMMODITIES |
|
|
| Commodities Energy |
DBE |
DBE |
| Commodities Industrial Metals |
DBB |
DBB |
| Commodities Agriculture |
DBA |
DBA |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
VEA |
VEA |
| Foreign Large Blend |
EFA |
efa |
| Foreign Large Blend |
IEFA |
iefa |
| Foreign Large Value |
EFV |
efv |
| Foreign Large Growth |
EFG |
efg |
| Foreign Small/Mid Blend |
SCZ |
scz |
| EUROPE STOCK |
VGK |
vgk |
| EUROPE STOCK |
EZU |
ezu |
| DIVERSIFIED PACIFIC/ASIA |
VPL |
vpl |
| PACIFIC/ASIA EX-JAPAN STK |
EPP |
epp |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
VWO |
VWO |
| DIVERSIFIED EMERGING MKTS |
IEMG |
iemg |
| DIVERSIFIED EMERGING MKTS |
EEM |
eem |
| Latin America Stock |
ILF |
ilf |
| DIVERSIFIED EMERGING MKTS |
FM |
fm |
|
Investment model portfolios
We provide two types of investment model portfolios for TIP AllW ETFs participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
