DanH111 Renovo Resources Employee 401K
Investment Model Portfolios
LGGAX is an International Growth fund. LBNSX is a bond fund. Please correct your database. Thanks.
Total Available Funds: 31
| Asset Class |
Ticker
| Description |
| INTERNATIONAL EQUITY |
|
|
| Foreign Large Value |
COSSX |
Columbia Overseas Value Fund Institutional 2 Class |
| Foreign Large Blend |
FSPSX |
Fidelity Spartan Intl Idx Advtg Instl |
|
| US EQUITY |
|
|
| SMALL VALUE |
FVFRX |
Franklin Small Cap Value R |
| SMALL VALUE |
DFFVX |
DFA US Targeted Value I |
| Mid-Cap Growth |
JMGRX |
Janus Enterprise I |
| MID-CAP VALUE |
MVCHX |
MFS Mid Cap Value R3 |
| SMALL BLEND |
TISBX |
TIAA-CREF Small-Cap Blend Idx Inst |
| LARGE GROWTH |
FDYZX |
Franklin DynaTech Adv |
| LARGE VALUE |
PEIYX |
Putnam Equity Income Y |
| LARGE BLEND |
FXAIX |
Fidelity Spartan 500 Index Advtg Instl |
| Small Growth |
PSYGX |
Putnam Small Cap Growth Y |
| MID-CAP BLEND |
FSMDX |
Fidelity Spartan Mid Cap Idx Advtg Instl |
| LARGE GROWTH |
LGGAX |
Legg Mason Cap Mgmt Growth A |
|
| Others |
|
|
| ROOT |
CASH |
J Hancock Money Market |
| Target Date 2061-2065 |
VLXVX |
Vanguard TGT Retirement 2065 |
| Target Date 2051 |
VFFVX |
Vanguard TGT Retirement 2055 |
| Target Date 2046-2050 |
VFIFX |
Vanguard TGT Retirement 2050 |
| Target Date 2041-2045 |
VTIVX |
Vanguard Target Retirement 2045 Inv |
| Target Date 2026-2030 |
VTHRX |
Vanguard Target Retirement 2030 Inv |
| Target Date 2016-2020 |
VTWNX |
Vanguard Target Retirement 2020 Inv |
| Retirement Income |
VTINX |
Vanguard Target Retirement Income |
| Moderate Allocation |
JELGX |
John Hancock HVIT Lifestyle Growth I |
| Moderate Allocation |
JELBX |
John Hancock VIT Lifestyle Balanced I |
| Conservative Allocation |
JELMX |
John Hancock VIT Lifestyle Moderate Ser I |
| Conservative Allocation |
JELCX |
JohnHancock VIT Lifestyle Conservative Tr Ser I |
| EQUITY |
LBNSX |
Lord Abbett Bond Debenture Fund R4 |
|
| Emerging Market |
|
|
| DIVERSIFIED EMERGING MKTS |
RNWGX |
American Funds New World R6 |
|
| REAL ESTATE |
|
|
| REAL ESTATE |
JIREX |
John Hancock Funds2 Real Estate Secs 1 |
|
| FIXED INCOME |
|
|
| WORLD BOND |
GOBAX |
Legg Mason BW Global Opps Bd A |
| Intermediate-Term Bond |
PDBZX |
Prudential Total Return Bond Z |
| Inflation-Protected Bond |
DIPSX |
DFA Inflation-Protected Securities I |
|
The following is a moderate-risk model portfolio constructed from the investment options of DanH111 Renovo Resources Employee 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
