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MyPlanIQ Major Brokerage Investor Major Asset ETFs Plan

Major Asset ETFs Plan

This Plan is unrated.
Investment Options
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM iShares MSCI Emerging Markets Index
Others
ROOT CASH CASH
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA iShares MSCI EAFE Index
US EQUITY
LARGE BLEND SPY SPY S&P 500 SPDRs
REAL ESTATE
REAL ESTATE IYR IYR iShares Dow Jones US Real Estate
FIXED INCOME
Intermediate-Term Bond MBB MBB iShares Lehman MBS Bond
Intermediate Government IEI IEI iShares Lehman 3-7 Year Treasury Bond
WORLD BOND BWX BWX SPDR Lehman Intl Treasury Bond
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC PowerShares DB Commodity Idx Trking Fund
Total Available Funds: 17
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM iShares MSCI Emerging Markets Index
Others
ROOT CASH CASH
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA iShares MSCI EAFE Index
US EQUITY
LARGE BLEND SPY SPY S&P 500 SPDRs
REAL ESTATE
REAL ESTATE IYR IYR iShares Dow Jones US Real Estate
FIXED INCOME
Intermediate-Term Bond MBB MBB iShares Lehman MBS Bond
Intermediate Government IEI IEI iShares Lehman 3-7 Year Treasury Bond
WORLD BOND BWX BWX SPDR Lehman Intl Treasury Bond
SHORT GOVERNMENT SHY SHY iShares Lehman 1-3 Year Treasury Bond
Inflation-Protected Bond TIP TIP iShares Lehman TIPS Bond
Emerging Markets Bond PCY PCY PowerShares Emerging Mkts Sovereign Debt
High Yield Bond HYG HYG iShares iBoxx $ High Yield Corporate Bd
LONG GOVERNMENT TLT TLT iShares Lehman 20+ Year Treas Bond
Long-Term Bond LQD LQD iShares iBoxx $ Invest Grade Corp Bond
Intermediate-Term Bond CFT CFT iShares Lehman Credit Bond
Short-Term Bond CSJ CSJ iShares Lehman 1-3 Year Credit Bond
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC PowerShares DB Commodity Idx Trking Fund
Total Available Funds: 17
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS EEM EEM iShares MSCI Emerging Markets Index 100% 1 60 0 0.7% 2.64%
Others
ROOT CASH CASH 0% 1 60 0 NA 2.53%
INTERNATIONAL EQUITY
Foreign Large Blend EFA EFA iShares MSCI EAFE Index 100% 1 60 0 0.33% 3.66%
US EQUITY
LARGE BLEND SPY SPY S&P 500 SPDRs 100% 1 60 0 0.09% 1.25%
REAL ESTATE
REAL ESTATE IYR IYR iShares Dow Jones US Real Estate 100% 1 60 0 0.4% 2.38%
FIXED INCOME
Intermediate-Term Bond MBB MBB iShares Lehman MBS Bond 98% 1 60 0 0.04% 4.35%
Intermediate Government IEI IEI iShares Lehman 3-7 Year Treasury Bond 98% 1 60 0 0.15% 3.61%
WORLD BOND BWX BWX SPDR Lehman Intl Treasury Bond 98% 1 60 0 0.35% 2.25%
SHORT GOVERNMENT SHY SHY iShares Lehman 1-3 Year Treasury Bond 98% 1 60 0 0.15% 3.69%
Inflation-Protected Bond TIP TIP iShares Lehman TIPS Bond 97% 1 60 0 0.19% 2.86%
Emerging Markets Bond PCY PCY PowerShares Emerging Mkts Sovereign Debt 95% 1 60 0 0.5% 6.39%
High Yield Bond HYG HYG iShares iBoxx $ High Yield Corporate Bd 94% 1 60 0 0.49% 5.89%
LONG GOVERNMENT TLT TLT iShares Lehman 20+ Year Treas Bond 91% 1 60 0 0.15% 4.52%
Long-Term Bond LQD LQD iShares iBoxx $ Invest Grade Corp Bond 64% 1 60 0 0.14% 4.6%
Intermediate-Term Bond CFT CFT iShares Lehman Credit Bond 0% 1 60 0 0.2% 0%
Short-Term Bond CSJ CSJ iShares Lehman 1-3 Year Credit Bond 0% 1 60 0 0.2% 1.81%
COMMODITIES
COMMODITIES BROAD BASKET DBC DBC PowerShares DB Commodity Idx Trking Fund 94% 1 60 0 0.85% 3.54%
Average Expense Ratio: 0.31%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.5% 11.8% 5.2% 6.7% 4.0% 6.1%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 17 funds. It covers 6 major asset classes and 15 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, REITs, Commodity and Fixed Income.

This plan is setup as a template to illustrate that for a relatively complete major asset classes represented by their corresponding ETFs, how MyPlanIQ strategies perform. The major asset classes represent the most important investable economic and financial segments using ETFs.



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