Bolin
Investment Model Portfolios
General list of funds owned or tracked.
Investment options of Bolin
Total Available Funds: 30
| Asset Class |
Ticker
| Description |
| REAL ESTATE |
|
|
| REAL ESTATE |
VGSIX |
VGSIX |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
VEIEX |
VEIEX |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
VGTSX |
VGTSX |
| WORLD STOCK |
VTWSX |
vtwsx |
|
| COMMODITIES |
|
|
| Commodities Agriculture |
COW |
COW |
| Commodities Industrial Metals |
DBB |
DBB |
| Commodities Precious Metals |
GLD |
GLD |
|
| FIXED INCOME |
|
|
| Inflation-Protected Bond |
VIPSX |
VIPSX |
| Intermediate-Term Bond |
VBMFX |
VBMFX |
| Intermediate-Term Bond |
VFICX |
vficx |
| Long-Term Bond |
VBLTX |
VBLTX |
| Short-Term Bond |
VBISX |
vbisx |
|
| US EQUITY |
|
|
| LARGE BLEND |
VDIGX |
vdigx |
| LARGE BLEND |
VFINX |
VFINX |
| MID-CAP BLEND |
VEXMX |
VEXMX |
| US Small Cap |
NAESX |
NAESX |
|
| Others |
|
|
| Bear Market |
EUM |
eum |
| Bear Market |
EUO |
euo |
| Bear Market |
SH |
SH |
| Convertibles |
VCVSX |
VCVSX |
| Currency |
UUP |
UUP |
| Equity Energy |
VGENX |
VGENX |
| Health |
VGHCX |
VGHCX |
| Natural Resources |
CUT |
CUT |
| Natural Resources |
IYM |
IYM |
| Natural Resources |
PAGG |
pagg |
| Natural Resources |
VGPMX |
VGPMX |
| Retirement Income |
VTINX |
VTINX |
| ROOT |
CASH |
CASH |
| Technology |
VGT |
VGT |
|
Investment model portfolios
We provide two types of investment model portfolios for Bolin 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.
Example model portfolios
The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.
Strategic Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.
Tactical Asset Allocation Model Portfolio
The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.
|
Ticker/Portfolio |
Last 1 Week |
1 Yr |
3 Yr |
5 Yr |
10 Yr |
15 Yr |
20 Yr |
Inception |
YTD |
2024 |
2023 |
2022 |
2021 |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
2009 |
2008 |
2007 |
2006 |
2005 |
2004 |
2003 |
2002 |
2001 |
2000 |
1999 |
1998 |
1997 |
1996 |
1995 |
1994 |
1993 |
1992 |
1991 |
1990 |
1989 |
1988 |
1987 |
1986 |
1985 |
1984 |
1983 |
1982 |
1981 |
1980 |
1979 |
|
Annualized Return (%)
|
Bolin Tactica... Moderate
|
-1.14 |
7.82 |
-3.20 |
4.38 |
3.18 |
4.84 |
6.98 |
8.00 |
NA |
3.29 |
3.61 |
-19.57 |
18.54 |
17.53 |
9.51 |
-1.38 |
9.15 |
2.07 |
-8.70 |
7.20 |
3.55 |
6.54 |
3.59 |
15.50 |
25.67 |
-6.15 |
16.88 |
19.18 |
15.31 |
11.84 |
21.48 |
9.69 |
9.55 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
-1.79 |
37.82 |
8.86 |
15.20 |
12.89 |
14.04 |
10.46 |
8.70 |
NA |
24.84 |
26.12 |
-18.24 |
28.53 |
18.74 |
31.33 |
-4.55 |
21.66 |
11.83 |
1.23 |
13.52 |
32.17 |
15.82 |
1.96 |
14.91 |
26.52 |
-37.02 |
5.39 |
15.64 |
4.77 |
10.74 |
28.50 |
-22.17 |
-12.03 |
-9.05 |
21.08 |
28.62 |
33.18 |
22.87 |
37.45 |
1.18 |
10.15 |
8.24 |
32.05 |
-3.33 |
28.37 |
14.92 |
3.97 |
9.30 |
22.60 |
3.67 |
17.07 |
19.25 |
-8.55 |
27.89 |
-2.07 |
|
VSMGX (VANGUA...R SHARES)
|
-1.02 |
22.89 |
2.25 |
6.63 |
6.01 |
7.19 |
6.10 |
5.79 |
NA |
10.28 |
15.51 |
-16.01 |
10.08 |
13.59 |
19.30 |
-6.28 |
14.86 |
7.09 |
-2.21 |
6.38 |
14.73 |
9.78 |
0.12 |
13.14 |
20.35 |
-26.49 |
7.21 |
13.30 |
5.68 |
11.76 |
22.40 |
-10.34 |
-4.78 |
1.27 |
14.09 |
21.59 |
17.90 |
10.77 |
26.58 |
2.04 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Sharpe Ratio
|
Bolin Tactica... Moderate
|
NA |
-0.32 |
-0.97 |
0.13 |
0.13 |
NA |
NA |
0.67 |
-0.03 |
-0.44 |
-0.11 |
-1.95 |
1.99 |
2.10 |
1.75 |
-0.39 |
1.65 |
0.20 |
-1.13 |
1.18 |
0.74 |
1.59 |
0.30 |
1.23 |
1.48 |
-0.35 |
1.14 |
1.84 |
1.73 |
1.28 |
3.72 |
1.47 |
1.40 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
0.48 |
0.82 |
0.81 |
0.63 |
NA |
NA |
0.45 |
0.24 |
1.67 |
1.73 |
-0.82 |
2.17 |
0.53 |
2.39 |
-0.35 |
3.16 |
0.89 |
0.08 |
1.19 |
2.90 |
1.25 |
0.08 |
0.82 |
0.97 |
-0.92 |
0.14 |
1.22 |
0.24 |
0.88 |
1.63 |
-0.90 |
-0.68 |
-0.60 |
0.97 |
1.23 |
1.61 |
1.62 |
4.31 |
-0.19 |
0.90 |
0.57 |
1.91 |
-0.55 |
1.71 |
0.59 |
-0.01 |
0.30 |
1.47 |
-0.26 |
0.79 |
0.63 |
-1.30 |
1.17 |
-3.84 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
0.57 |
0.75 |
0.53 |
0.47 |
NA |
NA |
0.50 |
0.65 |
0.87 |
1.45 |
-1.22 |
1.32 |
0.70 |
2.77 |
-0.87 |
3.75 |
0.83 |
-0.26 |
1.01 |
2.16 |
1.23 |
0.01 |
1.18 |
1.12 |
-0.98 |
0.39 |
1.34 |
0.49 |
1.49 |
2.09 |
-0.75 |
-0.59 |
-0.24 |
1.06 |
1.56 |
1.56 |
0.91 |
4.18 |
4.60 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Standard Deviation(%)
|
Bolin Tactica... Moderate
|
NA |
7.61 |
8.35 |
8.58 |
7.80 |
NA |
NA |
9.47 |
8.73 |
7.58 |
6.05 |
10.77 |
9.30 |
8.22 |
4.62 |
6.97 |
5.18 |
9.16 |
7.75 |
6.07 |
4.74 |
4.08 |
12.04 |
12.56 |
17.34 |
20.45 |
12.20 |
8.66 |
7.58 |
8.49 |
5.58 |
5.85 |
5.16 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
19.81 |
17.26 |
17.48 |
18.49 |
NA |
NA |
18.10 |
24.61 |
12.67 |
13.09 |
24.19 |
13.11 |
34.69 |
12.48 |
17.11 |
6.68 |
13.11 |
15.51 |
11.39 |
11.07 |
12.74 |
23.36 |
18.07 |
27.22 |
40.99 |
16.02 |
10.04 |
10.29 |
11.10 |
17.04 |
25.96 |
21.55 |
22.20 |
18.17 |
20.48 |
18.21 |
11.77 |
7.77 |
9.92 |
8.83 |
9.93 |
14.69 |
16.06 |
13.09 |
17.07 |
33.80 |
16.55 |
11.67 |
12.80 |
13.62 |
18.09 |
14.61 |
16.53 |
23.80 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
10.42 |
10.16 |
10.12 |
10.41 |
NA |
NA |
11.48 |
12.60 |
7.69 |
8.26 |
14.34 |
7.62 |
19.08 |
6.43 |
8.81 |
3.80 |
8.31 |
8.51 |
6.28 |
6.80 |
7.99 |
14.68 |
11.10 |
18.01 |
27.95 |
10.37 |
7.43 |
6.96 |
7.25 |
10.38 |
15.37 |
12.42 |
12.30 |
10.07 |
11.65 |
9.10 |
7.74 |
5.41 |
15.57 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Draw Down(%)
|
Bolin Tactica... Moderate
|
NA |
5.40 |
18.95 |
20.05 |
20.05 |
NA |
NA |
20.05 |
0.83 |
5.33 |
6.63 |
20.05 |
4.84 |
9.24 |
2.83 |
6.29 |
3.62 |
8.36 |
14.68 |
5.59 |
5.17 |
3.27 |
10.54 |
8.56 |
11.83 |
12.47 |
8.62 |
9.34 |
5.57 |
12.55 |
3.19 |
5.61 |
3.52 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
18.76 |
18.76 |
24.59 |
33.83 |
NA |
NA |
55.25 |
18.76 |
8.45 |
9.97 |
24.59 |
5.14 |
33.83 |
6.63 |
19.40 |
2.60 |
10.29 |
12.05 |
7.30 |
5.59 |
9.60 |
18.71 |
15.66 |
27.17 |
47.73 |
9.88 |
7.47 |
7.01 |
7.47 |
13.79 |
33.02 |
29.18 |
16.55 |
11.81 |
19.20 |
10.79 |
7.45 |
2.50 |
8.48 |
4.84 |
5.63 |
5.57 |
19.19 |
7.35 |
7.24 |
33.08 |
11.63 |
7.51 |
10.58 |
7.02 |
13.21 |
15.61 |
16.03 |
2.40 |
|
VSMGX (VANGUA...R SHARES)
|
NA |
9.62 |
12.88 |
22.29 |
22.43 |
NA |
NA |
41.18 |
9.62 |
4.17 |
8.15 |
21.74 |
3.53 |
22.43 |
3.12 |
11.47 |
1.14 |
6.20 |
8.34 |
4.70 |
5.67 |
6.27 |
12.90 |
8.64 |
19.61 |
36.81 |
6.11 |
6.13 |
4.74 |
5.89 |
8.91 |
20.06 |
17.93 |
8.77 |
6.26 |
11.99 |
6.02 |
4.75 |
1.82 |
1.89 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
Yield(%)
|
Bolin Tactica... Moderate
|
NA |
4.81 |
3.62 |
3.02 |
2.63 |
NA |
NA |
3.72 |
NA |
1.32 |
4.39 |
2.16 |
3.26 |
1.90 |
3.00 |
2.22 |
0.37 |
2.79 |
2.59 |
3.08 |
2.65 |
3.47 |
3.78 |
4.77 |
3.74 |
8.29 |
3.44 |
3.79 |
4.08 |
3.95 |
5.70 |
3.88 |
7.02 |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VFINX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
|
VSMGX (VANGUA...R SHARES)
|
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
NA |
Data as of 10/31/2024, AR inception is 12/31/2000
