VALEANT PHARMACEUTICALS INTERNATIONAL 401K
Investment Model Portfolios
--
Total Available Funds: 28
| Asset Class |
Ticker
| Description |
| Others |
|
|
| ROOT |
CASH |
Managed Income Portfolio-Class 4 |
| Moderate Allocation |
FPUKX |
Fidelity Puritan K |
| Target Date 2011-2015 |
VTXVX |
Vanguard Target Retirement 2015 |
| Target Date 2016-2020 |
VTWNX |
Vanguard Target Retirement 2020 |
| Target Date 2021-2025 |
VTTVX |
Vanguard Target Retirement 2025 |
| Target Date 2026-2030 |
VTHRX |
Vanguard Target Retirement 2030 |
| Target Date 2031-2035 |
VTTHX |
Vanguard Target Retirement 2035 |
| Target Date 2036-2040 |
VFORX |
Vanguard Target Retirement 2040 |
| Target Date 2041-2045 |
VTIVX |
Vanguard Target Retirement 2045 |
| Target Date 2046-2050 |
VFIFX |
Vanguard Target Retirement 2050 |
| Target Date 2051 |
VFFVX |
Vanguard Target Retirement 2055 |
| Target Date 2051 |
VTTSX |
Vanguard Target Retirement 2060 |
| Retirement Income |
VTINX |
Vanguard Target Retirement Income |
|
| FIXED INCOME |
|
|
| Intermediate-Term Bond |
VBTIX |
Vanguard Total Bond Index Inst |
| Intermediate-Term Bond |
MWTIX |
MetWest Total Return Bond |
|
| US EQUITY |
|
|
| LARGE VALUE |
VEIRX |
Vanguard Equity-Income Adm. |
| MID-CAP BLEND |
FLPKX |
Fidelity Low Priced Stock K |
| SMALL BLEND |
GSSIX |
Goldman Sachs Small Cap Value Inst. |
| LARGE GROWTH |
FCNKX |
Fidelity Contrafund K |
| LARGE GROWTH |
MLRSX |
Mainstay Large Cap Growth R6 |
| Mid-Cap Growth |
VMGRX |
Vanguard Midcap Growth Inv |
| Small Growth |
PRNHX |
T. Rowe Price New Horizons |
| LARGE BLEND |
FXAIX |
Fidelity 500 Index Instl |
| MID-CAP BLEND |
FSMAX |
Fidelity Extnd Mkt Idx Inst |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Blend |
RERGX |
Am Funds EuroPacific Growth R6 |
| Foreign Large Blend |
VTSNX |
Vanguard Total Intl Stock Index Instl |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
ODVYX |
Oppenheimer Developing Markets Y |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
VGSNX |
Vanguard REIT Index Inst |
|
The following is a moderate-risk model portfolio constructed from the investment options of VALEANT PHARMACEUTICALS INTERNATIONAL 401K.
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
