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MyPlanIQ Major Brokerage Investor Forbes 2012 Low Cost ETF Plan

Forbes 2012 Low Cost ETF Plan

Investment Menu Rating:

Investment Options
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
EUROPE STOCK VGK Vanguard European ETF
US EQUITY
Small Growth VBK Vanguard Small Cap Growth ETF
LARGE BLEND VTI Vanguard Total Stock Market ETF
SMALL BLEND VB Vanguard Small Cap ETF
FIXED INCOME
Muni National Long TFI SPDR Nuveen Barclays Capital Muni Bond
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Muni Short SHM SPDR Nuveen Barclays Capital S/T Muni Bd
Total Available Funds: 27
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
EUROPE STOCK VGK Vanguard European ETF
DIVERSIFIED PACIFIC/ASIA VPL Vanguard Pacific Stock ETF
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF
US EQUITY
Small Growth VBK Vanguard Small Cap Growth ETF
LARGE BLEND VTI Vanguard Total Stock Market ETF
SMALL BLEND VB Vanguard Small Cap ETF
MID-CAP BLEND VXF Vanguard Extended Market Index ETF
LARGE BLEND SCHB Schwab U.S. Broad Market ETF
LARGE BLEND VOO Vanguard S&P 500 ETF
FIXED INCOME
Muni National Long TFI SPDR Nuveen Barclays Capital Muni Bond
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF
Muni Short SHM SPDR Nuveen Barclays Capital S/T Muni Bd
Intermediate-Term Bond BND Vanguard Total Bond Market ETF
Short-Term Bond BSV Vanguard Short-Term Bond ETF
Muni Short SMB Market Vectors Short Municipal Index ETF
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond
Long-Term Bond BLV Vanguard Long-Term Bond Index ETF
LONG GOVERNMENT TLH iShares Barclays 10-20 Year Treasury Bd
SHORT GOVERNMENT SCHO Schwab Short-Term U.S. Treasury ETF
Intermediate Government SCHR Schwab Intermediate-Term U.S. Trsy ETF
SHORT GOVERNMENT TUZ PIMCO 1-3 Year US Treasury Index ETF
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust
Commodities Precious Metals SGOL SGOL
Commodities Precious Metals SIVR ETFS Physical Silver Shares
Total Available Funds: 27
  • 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 VWO Vanguard Emerging Markets Stock ETF 97% 1 60 0 0.08% 3.57%
INTERNATIONAL EQUITY
Foreign Large Blend VEA Vanguard Europe Pacific ETF 97% 1 60 0 0.05% 3.35%
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF 97% 1 60 0 0.08% 3.32%
EUROPE STOCK VGK Vanguard European ETF 95% 1 60 0 0.09% 3.2%
DIVERSIFIED PACIFIC/ASIA VPL Vanguard Pacific Stock ETF 43% 1 60 0 0.08% 4.03%
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF 29% 1 60 0 0.07% 3.37%
US EQUITY
Small Growth VBK Vanguard Small Cap Growth ETF 98% 1 60 0 0.07% 0.59%
LARGE BLEND VTI Vanguard Total Stock Market ETF 96% 1 60 0 0.03% 1.29%
SMALL BLEND VB Vanguard Small Cap ETF 96% 1 60 0 0.03% 1.52%
MID-CAP BLEND VXF Vanguard Extended Market Index ETF 94% 1 60 0 0.06% 1.3%
LARGE BLEND SCHB Schwab U.S. Broad Market ETF 23% 1 60 0 0.03% 1.29%
LARGE BLEND VOO Vanguard S&P 500 ETF 21% 1 60 0 0.03% 1.31%
FIXED INCOME
Muni National Long TFI SPDR Nuveen Barclays Capital Muni Bond 100% 1 60 0 0.23% 3.58%
Intermediate-Term Bond BIV Vanguard Intermediate-Term Bond ETF 99% 1 60 0 0.07% 4.23%
Muni Short SHM SPDR Nuveen Barclays Capital S/T Muni Bd 99% 1 60 0 0.2% 2.68%
Intermediate-Term Bond BND Vanguard Total Bond Market ETF 99% 1 60 0 0.15% 3.99%
Short-Term Bond BSV Vanguard Short-Term Bond ETF 99% 1 60 0 0.07% 3.98%
Muni Short SMB Market Vectors Short Municipal Index ETF 97% 1 60 0 0.07% 2.72%
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond 91% 1 60 0 0.15% 4.53%
Long-Term Bond BLV Vanguard Long-Term Bond Index ETF 84% 1 60 0 0.04% 4.82%
LONG GOVERNMENT TLH iShares Barclays 10-20 Year Treasury Bd 78% 1 60 0 0.15% 4.46%
SHORT GOVERNMENT SCHO Schwab Short-Term U.S. Treasury ETF 17% 1 60 0 0.03% 3.88%
Intermediate Government SCHR Schwab Intermediate-Term U.S. Trsy ETF 16% 1 60 0 0.03% 3.9%
SHORT GOVERNMENT TUZ PIMCO 1-3 Year US Treasury Index ETF 0% 1 60 0 0.15% 2.2%
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust 79% 1 60 0 0.25% 0%
Commodities Precious Metals SGOL SGOL 46% 1 60 0 0.17% 0%
Commodities Precious Metals SIVR ETFS Physical Silver Shares 44% 1 60 0 0.3% 0%
Average Expense Ratio: 0.1%
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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*
Click for Portfolio Details or Follow 0.3% 44.0% 8.2% 8.1% 7.0% 6.7%

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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 0.6% 50.4% 12.2% 12.1% 6.1% 6.2%

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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(Ticker:FORBES)
The plan consists of 27 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are US Equity, Foreign Equity, Emerging Market Equity, Commodity and Fixed Income.

William Baldwin of Forbes looks at 27 super cheap ETFs -- 15 with equity exposure and 12 in bonds. You can read his article to get the details of the research work that he did but I thought it would be interesting to see how well these ETFs perform as a group.



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