PMI CORE Watch List
Investment Model Portfolios
It is designed to be used with portfolios requiring different levels of risk constraints from low risk bond portfolios to growth portfolios that may be invested 100% in more volatile securities (stock and precious metals funds, for example) to those portfolios that require a balance between bonds and stocks.
Total Available Funds: 43
| Asset Class |
Ticker
| Description |
| REAL ESTATE |
|
|
| REAL ESTATE |
IYR |
iyr |
| REAL ESTATE |
VNQ |
vnq |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
EEM |
eem |
| Latin America Stock |
EWZ |
ewz |
| China Region |
EWH |
ewh |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
EFA |
efa |
| EUROPE STOCK |
EWG |
ewg |
| EUROPE STOCK |
VGK |
vgk |
| JAPAN STOCK |
EWJ |
ewj |
| PACIFIC/ASIA EX-JAPAN STK |
EWY |
ewy |
|
| FIXED INCOME |
|
|
| LONG GOVERNMENT |
IEF |
ief |
| LONG GOVERNMENT |
TLT |
tlt |
| Inflation-Protected Bond |
TIP |
tip |
| Intermediate-Term Bond |
AGG |
agg |
| High Yield Bond |
HYG |
hyg |
| Long-Term Bond |
LQD |
lqd |
| High Yield Bond |
JNK |
jnk |
| Intermediate-Term Bond |
BND |
bnd |
| SHORT GOVERNMENT |
SHY |
Shy |
| ULTRASHORT BOND |
BIL |
Bil |
|
| US EQUITY |
|
|
| LARGE GROWTH |
IWF |
iwf |
| SMALL VALUE |
IWN |
iwn |
| LARGE BLEND |
VIG |
Vig |
| LARGE BLEND |
SPY |
spy |
| LARGE VALUE |
DIA |
dia |
| LARGE BLEND |
VTI |
vti |
|
| COMMODITIES |
|
|
| Commodities Precious Metals |
GLD |
gld |
| Commodities Precious Metals |
SLV |
slv |
|
| Others |
|
|
| Financial |
IYF |
iyf |
| Equity Energy |
XLE |
Xle |
| Health |
XLV |
Xlv |
| ROOT |
CASH |
Cash |
| Consumer Defensive |
XLP |
xlp |
| Financial |
XLF |
xlf |
| Industrials |
XLI |
xli |
| Natural Resources |
XLB |
xlb |
| Technology |
XLK |
xlk |
| Utilities |
XLU |
xlu |
| Financial |
KBE |
kbe |
| Consumer Cyclical |
XHB |
xhb |
| Natural Resources |
XME |
xme |
| Consumer Cyclical |
XRT |
xrt |
| Equity Energy |
XOP |
xop |
|
The following is a moderate-risk model portfolio constructed from the investment options of PMI CORE Watch List.
This portfolio is proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation. We offer customization features, allowing subscribers to tailor the portfolio to align with their own risk tolerance and return expectations by changing risk profile parameter.
Our model portfolio is rooted in the MyPlanIQ Asset Allocation Composite (AAC) strategy. This dynamic (tactical) asset allocation and quantitative fund selection algorithm prioritize risk management by dynamically adjusting stock allocations based on prevailing asset momentum. Extensive research has shown that this momentum-based tactical approach can potentially reduce temporary losses while maintaining or outperforming traditional buy-and-hold strategies.
Both historical back test and real-time portfolio return and risk data are shown in the table on this page. These metrics are compared with stock and moderate allocation index funds.
Furthermore, subscribers have the option to explore alternative strategies such as Strategic Asset Allocation Optimal (SAA) and Tactical Asset Allocation (TAA) to further customize their model portfolio. See our investment methodology for more details on the investment strategies
