Laurelwood Pediatrics Profit Sharing Plan
Investment Model Portfolios
Total Available Funds: 57
| Asset Class |
Ticker
| Description |
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
DFEVX |
DFA Emerging Markets Value |
|
| Others |
|
|
| Equity Energy |
VGENX |
Vanguard Energy |
| Technology |
PRSCX |
T.Rowe Price Sci & Tech |
| Health |
PRHSX |
T.Rowe Price Health Sci |
| Financial |
FIDIX |
John Hancock Financial Industries |
| Utilities |
MMUIX |
MFS Utilities |
| World Allocation |
MALOX |
BlackRock Global Allocation |
| Moderate Allocation |
RLBFX |
American Balanced Fund |
| World Allocation |
PAAIX |
PIMCO All Asset |
|
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Value |
DFVFX |
DFA International Value |
| Foreign Large Value |
SSAIX |
SSgA Intl Equity Index |
| WORLD STOCK |
OGLYX |
Oppenheimer Global |
| WORLD STOCK |
TWDAX |
Templeton World |
| Foreign Large Blend |
CEUFX |
American Funds EuroPacific Growth |
| Foreign Large Growth |
JTIIX |
John Hancock Intl Growth |
| Foreign Large Growth |
AIEVX |
Invesco International Growth |
| WORLD STOCK |
MDISX |
Mutual Global Discovery |
|
| US EQUITY |
|
|
| SMALL BLEND |
DFSTX |
DFA Small Cap Opportunities |
| Small Growth |
VISGX |
Vanguard Small Cap Growth |
| Small Growth |
SPVIX |
Wellington Small Cap Growth |
| SMALL BLEND |
DFSTX |
DFA U.S. Small Cap |
| Mid-Cap Growth |
JIMSX |
Wellington Mid Cap Stock |
| Small Growth |
SPVIX |
John Hancock Small Cap Index |
| Mid-Cap Growth |
FSGAX |
Franklin Small-Mid Growth |
| LARGE GROWTH |
SAGYX |
Legg Mason ClearBr Agg Growth |
| Mid-Cap Growth |
VOT |
Vanguard Mid-Cap Growth ETF |
| SMALL BLEND |
NAESX |
Vanguard Small Cap Value |
| LARGE BLEND |
JEQAX |
John Hancock Fundamental All Cap Core |
| Mid-Cap Growth |
JCEIX |
John Hancock Mid Cap Index |
| SMALL VALUE |
BRSVX |
Wellington Small Cap Value |
| LARGE VALUE |
VVOIX |
Invesco Value |
| LARGE VALUE |
JVLIX |
John Hancock Disciplined Value |
| LARGE GROWTH |
TRBCX |
T.Rowe Price Blue Chip Growth |
| MID-CAP VALUE |
VOE |
Vanguad Mid-Cap Value ETF |
| LARGE GROWTH |
OPTIX |
Jennison Capital Appreciation |
| MID-CAP VALUE |
TRMCX |
T.Rowe Price Mid Value |
| LARGE GROWTH |
RGAFX |
American Funds The Growth Fund of America |
| LARGE BLEND |
DSEFX |
Domini Social Equity |
| LARGE GROWTH |
VIGRX |
Vanguard Growth Index |
| LARGE BLEND |
VTSMX |
John Hancock Total Stock Market Index |
| LARGE VALUE |
VIVAX |
Vanguard Value Index |
| LARGE VALUE |
PRFDX |
T.Rowe Price Equity Income |
| LARGE BLEND |
VFINX |
John Hancock 500 Index |
| LARGE BLEND |
RICFX |
American Funds Investment Company of America |
| LARGE BLEND |
BEGRX |
Franklin Mutual Beacon |
| LARGE VALUE |
AMRMX |
American Funds Washing Mutual |
| LARGE BLEND |
GMRTX |
GMO U.S. Equity |
| LARGE VALUE |
JFVAX |
John Hancock Fundamental Large Cap Value |
| LARGE GROWTH |
PRSGX |
T.Rowe Price Spectrum Inco |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
RRRAX |
Deutsche Real Estate Securities |
|
| FIXED INCOME |
|
|
| High Yield Bond |
FHYTX |
WAMCO High Yield |
| Multisector Bond |
JIPAX |
John Hancok Strategic INcome Opp |
| WORLD BOND |
PADMX |
PIMCO Global Bond |
| Inflation-Protected Bond |
PRRIX |
PIMCO Real Return |
| Intermediate-Term Bond |
PTTRX |
PIMCO Total Return |
| Intermediate-Term Bond |
VBMFX |
Declaration Total Bond Market |
| SHORT GOVERNMENT |
STABLEVALUE |
John Hancock Stable Value |
|
The following is a moderate-risk model portfolio constructed from the investment options of Laurelwood Pediatrics Profit Sharing Plan.
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
