All Star
Investment Model Portfolios
Total Available Funds: 98
Asset Class |
Ticker
| Description |
US EQUITY |
|
|
LARGE BLEND |
RSP |
RSP |
LARGE BLEND |
ITOT |
ITOT |
LARGE BLEND |
DSI |
DSI |
LARGE BLEND |
USMV |
USMV |
LARGE BLEND |
SPY |
SPY |
LARGE BLEND |
VIG |
VIG |
LARGE GROWTH |
IWF |
IWF |
LARGE GROWTH |
IUSG |
IUSG |
LARGE GROWTH |
MGK |
MGK |
LARGE VALUE |
PRF |
PRF |
LARGE VALUE |
DIA |
DIA |
LARGE VALUE |
VYM |
VYM |
LARGE VALUE |
VTV |
VTV |
LARGE VALUE |
MGV |
MGV |
LARGE VALUE |
DTD |
DTD |
MIDDLE BLEND |
VO |
VO |
Mid-Cap Growth |
VOT |
VOT |
MID-CAP VALUE |
VOE |
VOE |
SMALL BLEND |
IJR |
IJR |
SMALL BLEND |
IWM |
IWM |
Small Growth |
IWO |
IWO |
Small Growth |
VBK |
VBK |
SMALL VALUE |
IWN |
IWN |
SMALL VALUE |
VBR |
VBR |
SMALL BLEND |
EES |
EES |
LARGE BLEND |
PBP |
PBP |
|
Emerging Market |
|
|
DIVERSIFIED EMERGING MKTS |
VWO |
VWO |
DIVERSIFIED EMERGING MKTS |
DEM |
DEM |
|
INTERNATIONAL EQUITY |
|
|
Foreign Large Blend |
EFA |
EFA |
Foreign Large Blend |
IXUS |
IXUS |
Foreign Large Blend |
VEU |
VEU |
Foreign Large Growth |
EFG |
EFG |
INTERNATIONAL EQUITY |
VIGI |
VIGI |
Foreign Large Value |
IDV |
IDV |
Foreign Large Value |
EFV |
EFV |
Foreign Small/Mid Blend |
SCZ |
SCZ |
|
FIXED INCOME |
|
|
Intermediate-Term Bond |
VCIT |
VCIT |
Emerging Markets Bond |
PCY |
PCY |
Emerging Markets Bond |
EMB |
EMB |
WORLD BOND |
BWX |
BWX |
WORLD BOND |
BWZ |
BWZ |
WORLD BOND |
WIP |
WIP |
High Yield Bond |
HYG |
HYG |
Inflation-Protected Bond |
TIP |
TIP |
Intermediate-Term Bond |
AGG |
AGG |
Intermediate-Term Bond |
BIV |
BIV |
Intermediate-Term Bond |
BND |
VANGUARD TOTAL BOND MARKET ETF |
Intermediate-Term Bond |
FIXD |
FIXD |
Intermediate-Term Bond |
TOTL |
TOTL |
Short-Term Bond |
ISTB |
ISHARES TR ISHARES CORE TOTAL USD BOND MARKET ETF |
Intermediate Government |
IEI |
IEI |
SHORT GOVERNMENT |
SST |
SPDR SERIES TRUST SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF |
LONG GOVERNMENT |
TLH |
TLH |
Long-Term Bond |
BLV |
BLV |
Muni National Interm |
VTEB |
VTEB |
Muni Short |
JMST |
JMST |
Muni National Short |
SHM |
SHM |
Intermediate Government |
AGZ |
AGZ |
SHORT GOVERNMENT |
VGSH |
VGSH |
INVESTMENT GRADE |
IGSB |
IGSB |
Short-Term Bond |
BSV |
BSV |
ULTRASHORT BOND |
ICSH |
ICSH |
ULTRASHORT BOND |
JPST |
JPST |
Short-Term Bond |
FLRN |
FLRN |
|
Others |
|
|
Conservative Allocation |
AOK |
AOK |
Conservative Allocation |
AOM |
AOM |
Moderate Allocation |
AOR |
AOR |
Aggressive Allocation |
AOA |
AOA |
Communications |
IXP |
IXP |
Communications |
VOX |
VOX |
Consumer Cyclical |
IYC |
IYC |
Consumer Cyclical |
XLY |
XLY |
Consumer Defensive |
KXI |
KXI |
Consumer Defensive |
VDC |
VDC |
Equity Energy |
IXC |
IXC |
Equity Energy |
VDE |
VDE |
EQUITY PRECIOUS METALS |
GDX |
GDX |
Financial |
IXG |
IXG |
Financial |
VFH |
VFH |
Health |
VHT |
VHT |
Health |
IXJ |
ISHARES GLOBAL HEALTHCARE ETF |
Industrials |
XLI |
XLI |
MISCELLANEOUS SECTOR |
GII |
GII |
MISCELLANEOUS SECTOR |
ICLN |
ICLN |
MISCELLANEOUS SECTOR |
FIW |
FIW |
Natural Resources |
MOO |
MOO |
Natural Resources |
VAW |
VAW |
Technology |
PNQI |
PNQI |
Technology |
IGM |
IGM |
Technology |
XLK |
XLK |
Utilities |
JXI |
JXI |
Utilities |
VPU |
VPU |
ROOT |
CASH |
cash |
|
REAL ESTATE |
|
|
Global Real Estate |
RWO |
RWO |
US Real Estate |
VNQ |
VNQ |
|
COMMODITIES |
|
|
COMMODITIES BROAD BASKET |
DBC |
DBC |
Commodities Precious Metals |
GLTR |
GLTR |
Commodities Precious Metals |
IAU |
IAU |
|
The following is a moderate-risk model portfolio constructed from the investment options of All Star.
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