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MyPlanIQ Major Brokerage Investor My Country Rotation ETFs

My Country Rotation ETFs

This Plan is unrated.
Investment Options
Total Available Funds: 114
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS BKF iShares MSCI BRIC Index
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS DGS WisdomTree Emerging Mkts SmallCap Div
Others
Consumer Cyclical RXI iShares S&P Global Cons Discretionary
Industrials EXI iShares S&P Global Industrials
Consumer Defensive KXI iShares S&P Global Consumer Staples
INTERNATIONAL EQUITY
EUROPE STOCK EZU iShares MSCI EMU Index
Foreign Large Blend EFA iShares MSCI EAFE Index Fund (ETF),EFA
Foreign Large Value EFV iShares MSCI EAFE Value Index (ETF),EFV
Total Available Funds: 114
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS BKF iShares MSCI BRIC Index
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc
DIVERSIFIED EMERGING MKTS DGS WisdomTree Emerging Mkts SmallCap Div
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets ETF,VWO
China Region FXI iShares FTSE China 25 Index Fund
China Region EWH iShares MSCI Hong Kong Index
Latin America Stock EWZS iShares MSCI Brazil Small Cap Index
China Region EWT iShares MSCI Taiwan Index
DIVERSIFIED EMERGING MKTS EZA iShares MSCI South Africa Index
India Equity INDA iShares MSCI India Index
Latin America Stock ECH iShares MSCI Chile Investable Mkt Idx
DIVERSIFIED EMERGING MKTS EIS iShares MSCI Israel Cap Invest Mkt Index
India Equity INDY iShares S&P India Nifty 50 Index
Latin America Stock EWW iShares MSCI Mexico Investable Mkt Idx
DIVERSIFIED EMERGING MKTS TUR iShares MSCI Turkey Invest Mkt Index
Latin America Stock EWZ iShares MSCI Brazil Index
India Equity EPI WisdomTree India Earnings
India Equity SMIN iShares MSCI India Small Cap
DIVERSIFIED EMERGING MKTS EEMS iShares MSCI Emg Mkts Small Cap
DIVERSIFIED EMERGING MKTS EEMV iShares MSCI Emerging Mkt Min Vol Index
DIVERSIFIED EMERGING MKTS DVYE iShares Emerging Markets Dividend
Latin America Stock EPU iShares MSCI All Peru Capped Index
China Region ECNS iShares MSCI China Small Cap Index
China Region MCHI iShares MSCI China Index
Latin America Stock ILF iShares S&P Latin America 40 Index
DIVERSIFIED EMERGING MKTS GULF WisdomTree Middle East Dividend
China Region EWHS iShares MSCI Hong Kong Small Cap
DIVERSIFIED EMERGING MKTS EVAL iShares MSCI Emerging Markets Value
Latin America Stock EEML iShares MSCI Emerging Markets Latin Amer
DIVERSIFIED EMERGING MKTS EGRW iShares MSCI Emerging Markets Growth
DIVERSIFIED EMERGING MKTS EEME iShares MSCI Emerging Markets EMEA
DIVERSIFIED EMERGING MKTS ESR iShares MSCI Emerg Mkts Eastern Eur Idx
China Region FCHI iShares FTSE China (HK Listed) Index
Others
Consumer Cyclical RXI iShares S&P Global Cons Discretionary
Industrials EXI iShares S&P Global Industrials
Consumer Defensive KXI iShares S&P Global Consumer Staples
Utilities DBU WisdomTree Global ex-US Utilities
Technology AAIT iShares MSCI AC Asia Information Tech
Equity Energy GNAT WisdomTree Global Natural Resources
Natural Resources CCXE WisdomTree Commodity Country Equity
Managed Futures WDTI WisdomTree Managed Futures
Consumer Cyclical EMDI iShares MSCI Emerging Markets Cons Disc
Consumer Defensive AXSL iShares MSCI ACWI ex US Cnsmr Stpls Idx
Consumer Cyclical AXDI iShares MSCI ACWI ex US Cnsmr Dscrtn Idx
ROOT CASH Money Market
INTERNATIONAL EQUITY
EUROPE STOCK EZU iShares MSCI EMU Index
Foreign Large Blend EFA iShares MSCI EAFE Index Fund (ETF),EFA
Foreign Large Value EFV iShares MSCI EAFE Value Index (ETF),EFV
Foreign Large Blend DNL WisdomTree Global ex-US Growth
Foreign Large Growth EFG iShares MSCI EAFE Growth Index (ETF),EFG
Foreign Large Blend ACWX iShares MSCI ACWI ex US Index
Foreign Large Blend VEA Vanguard Europe Pacific ETF,VEA
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF
WORLD STOCK TOK iShares MSCI Kokusai Index
Foreign Large Value DWM WisdomTree DEFA
Foreign Small/Mid Blend DIM WisdomTree International MidCap Dividend
WORLD STOCK ACWI iShares MSCI ACWI Index
WORLD STOCK DEW WisdomTree Global Equity Income
Foreign Large Value DTH WisdomTree DEFA Equity Income
WORLD STOCK IOO iShares S&P Global 100 Index
EUROPE STOCK VGK Vanguard MSCI Europe ETF
Foreign Small/Mid Value SCZ iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF,SCZ
PACIFIC/ASIA EX-JAPAN STK AAXJ iShares MSCI All Country Asia ex Jpn Idx
EUROPE STOCK IEV iShares S&P Europe 350 Index
Foreign Large Value DOL WisdomTree International LargeCap Div
Foreign Small/Mid Value DLS WisdomTree International SmallCap Div
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx
DIVERSIFIED PACIFIC/ASIA AIA iShares S&P Asia 50 Index
PACIFIC/ASIA EX-JAPAN STK THD iShares MSCI Thailand Invest Mkt Index
PACIFIC/ASIA EX-JAPAN STK EPP iShares MSCI Pacific ex-Japan
Foreign Large Value EWC iShares MSCI Canada Index
EUROPE STOCK DFE WisdomTree Europe SmallCap Dividend
EUROPE STOCK EWQ iShares MSCI France Index
EUROPE STOCK EWN iShares MSCI Netherlands Invstbl Mkt Idx
EUROPE STOCK EWG iShares MSCI Germany Index
EUROPE STOCK EWL iShares MSCI Switzerland Index
EUROPE STOCK EWI iShares MSCI Italy Index
EUROPE STOCK EWU iShares MSCI United Kingdom Index
EUROPE STOCK EWK iShares MSCI Belgium Investable Mkt Idx
EUROPE STOCK EWO iShares MSCI Austria Investable Mkt Idx
PACIFIC/ASIA EX-JAPAN STK EWS iShares MSCI Singapore Index
PACIFIC/ASIA EX-JAPAN STK EWY iShares MSCI South Korea Index
PACIFIC/ASIA EX-JAPAN STK EWA iShares MSCI Australia Index
EUROPE STOCK EWD iShares MSCI Sweden Index
PACIFIC/ASIA EX-JAPAN STK EWM iShares MSCI Malaysia Index
EUROPE STOCK EWP iShares MSCI Spain Index
JAPAN STOCK SCJ iShares MSCI Japan Small Cap Index
DIVERSIFIED PACIFIC/ASIA VPL Vanguard MSCI Pacific ETF
Foreign Small/Mid Blend VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF
JAPAN STOCK DFJ WisdomTree Japan SmallCap Dividend
JAPAN STOCK EWJ iShares MSCI Japan Index
WORLD STOCK URTH iShares MSCI World
WORLD STOCK ACWV iShares MSCI All Country World Min Vol
PACIFIC/ASIA EX-JAPAN STK EIDO iShares MSCI Indonesia Invstble Mkt Idx
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF
EUROPE STOCK EPOL iShares MSCI Poland Investable Mkt Index
Foreign Large Value EFAV iShares MSCI EAFE Min Volatility
PACIFIC/ASIA EX-JAPAN STK EPHE iShares MSCI Philippines Invstb Mkt Idx
EUROPE STOCK EIRL iShares MSCI Ireland Cppd Invstb Mkt Idx
PACIFIC/ASIA EX-JAPAN STK EEMA iShares MSCI Emerging Markets Asia
JAPAN STOCK DXJ WisdomTree Japan Hedged Equity
PACIFIC/ASIA EX-JAPAN STK ENZL iShares MSCI New Zealand Invstb Mkt Idx
Foreign Large Value HEDJ WisdomTree International Hedged Equity
DIVERSIFIED PACIFIC/ASIA DVYA iShares Asia/Pacific Dividend 30
PACIFIC/ASIA EX-JAPAN STK AUSE WisdomTree Australia Dividend
PACIFIC/ASIA EX-JAPAN STK AXJL WisdomTree Asia-Pacific ex-Japan
Foreign Large Value DOO WisdomTree International Div ex-Finncls
JAPAN STOCK ITF iShares S&P/TOPIX 150 Index
PACIFIC/ASIA EX-JAPAN STK EWSS iShares MSCI Singapore Small Cap Fund
PACIFIC/ASIA EX-JAPAN STK AXJS iShares MSCI AC Asia ex Japan Small Cap
US EQUITY
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 VOO Vanguard S&P 500 ETF
Total Available Funds: 114
  • 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 BKF iShares MSCI BRIC Index 99% 0 60 0 0.7% 1.93%
DIVERSIFIED EMERGING MKTS DEM WisdomTree Emerging Markets Equity Inc 99% 0 60 0 0.63% 4.74%
DIVERSIFIED EMERGING MKTS DGS WisdomTree Emerging Mkts SmallCap Div 98% 0 60 0 0.58% 3.93%
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets ETF,VWO 97% 0 60 0 0.08% 3.05%
China Region FXI iShares FTSE China 25 Index Fund 89% 0 60 0 0.74% 2.6%
China Region EWH iShares MSCI Hong Kong Index 87% 0 60 0 0.5% 5.8%
Latin America Stock EWZS iShares MSCI Brazil Small Cap Index 86% 0 60 0 0.58% 3.95%
China Region EWT iShares MSCI Taiwan Index 84% 0 60 0 0.59% 5.33%
DIVERSIFIED EMERGING MKTS EZA iShares MSCI South Africa Index 70% 0 60 0 0.59% 7.99%
India Equity INDA iShares MSCI India Index 67% 0 60 0 0.64% 0%
Latin America Stock ECH iShares MSCI Chile Investable Mkt Idx 65% 0 60 0 0.59% 2.53%
DIVERSIFIED EMERGING MKTS EIS iShares MSCI Israel Cap Invest Mkt Index 63% 0 60 0 0.59% 1.86%
India Equity INDY iShares S&P India Nifty 50 Index 57% 0 60 0 0.89% 7.47%
Latin America Stock EWW iShares MSCI Mexico Investable Mkt Idx 55% 0 60 0 0.5% 3.94%
DIVERSIFIED EMERGING MKTS TUR iShares MSCI Turkey Invest Mkt Index 53% 0 60 0 0.59% 2.7%
Latin America Stock EWZ iShares MSCI Brazil Index 52% 0 60 0 0.59% 5.95%
India Equity EPI WisdomTree India Earnings 48% 0 60 0 0.85% 0%
India Equity SMIN iShares MSCI India Small Cap 38% 0 60 0 0.74% 1.88%
DIVERSIFIED EMERGING MKTS EEMS iShares MSCI Emg Mkts Small Cap 37% 0 60 0 0.7% 3.38%
DIVERSIFIED EMERGING MKTS EEMV iShares MSCI Emerging Mkt Min Vol Index 37% 0 60 0 0.25% 2.76%
DIVERSIFIED EMERGING MKTS DVYE iShares Emerging Markets Dividend 34% 0 60 0 0.49% 6.15%
Latin America Stock EPU iShares MSCI All Peru Capped Index 32% 0 60 0 0.58% 2.53%
China Region ECNS iShares MSCI China Small Cap Index 21% 0 60 0 0.58% 6.95%
China Region MCHI iShares MSCI China Index 18% 0 60 0 0.58% 2.36%
Latin America Stock ILF iShares S&P Latin America 40 Index 10% 0 60 0 0.48% 5.19%
DIVERSIFIED EMERGING MKTS GULF WisdomTree Middle East Dividend 0% 0 60 0 0.88% 3.06%
China Region EWHS iShares MSCI Hong Kong Small Cap 0% 0 60 0 0.59% 4.73%
DIVERSIFIED EMERGING MKTS EVAL iShares MSCI Emerging Markets Value 0% 0 60 0 0.49% 2.64%
Latin America Stock EEML iShares MSCI Emerging Markets Latin Amer 0% 0 60 0 0.49% 2.31%
DIVERSIFIED EMERGING MKTS EGRW iShares MSCI Emerging Markets Growth 0% 0 60 0 0.49% 0.35%
DIVERSIFIED EMERGING MKTS EEME iShares MSCI Emerging Markets EMEA 0% 0 60 0 0.49% 2.98%
DIVERSIFIED EMERGING MKTS ESR iShares MSCI Emerg Mkts Eastern Eur Idx 0% 0 60 0 0.67% 0%
China Region FCHI iShares FTSE China (HK Listed) Index 0% 0 60 0 0.74% 2.25%
Others
Consumer Cyclical RXI iShares S&P Global Cons Discretionary 92% 0 60 0 0.41% 1.68%
Industrials EXI iShares S&P Global Industrials 91% 0 60 0 0.42% 1.44%
Consumer Defensive KXI iShares S&P Global Consumer Staples 85% 0 60 0 0.41% 2.22%
Utilities DBU WisdomTree Global ex-US Utilities 25% 0 60 0 0.58% 2.61%
Technology AAIT iShares MSCI AC Asia Information Tech 24% 0 60 0 0.69% 0%
Equity Energy GNAT WisdomTree Global Natural Resources 8% 0 60 0 0.58% 2.09%
Natural Resources CCXE WisdomTree Commodity Country Equity 0% 0 60 0 0.58% 2.77%
Managed Futures WDTI WisdomTree Managed Futures 0% 0 60 0 0.96% 0%
Consumer Cyclical EMDI iShares MSCI Emerging Markets Cons Disc 0% 0 60 0 0.67% 0.21%
Consumer Defensive AXSL iShares MSCI ACWI ex US Cnsmr Stpls Idx 0% 0 60 0 0.48% 2.07%
Consumer Cyclical AXDI iShares MSCI ACWI ex US Cnsmr Dscrtn Idx 0% 0 60 0 0.48% 2.19%
ROOT CASH Money Market 0% 0 60 0 NA 2.53%
INTERNATIONAL EQUITY
EUROPE STOCK EZU iShares MSCI EMU Index 100% 0 60 0 0.51% 3.1%
Foreign Large Blend EFA iShares MSCI EAFE Index Fund (ETF),EFA 100% 0 60 0 0.33% 3.66%
Foreign Large Value EFV iShares MSCI EAFE Value Index (ETF),EFV 99% 0 60 0 0.34% 4.68%
Foreign Large Blend DNL WisdomTree Global ex-US Growth 99% 0 60 0 0.42% 1.94%
Foreign Large Growth EFG iShares MSCI EAFE Growth Index (ETF),EFG 99% 0 60 0 0.36% 2.63%
Foreign Large Blend ACWX iShares MSCI ACWI ex US Index 98% 0 60 0 0.34% 3.18%
Foreign Large Blend VEA Vanguard Europe Pacific ETF,VEA 97% 0 60 0 0.05% 3.38%
Foreign Large Blend VEU Vanguard FTSE All-World ex-US ETF 97% 0 60 0 0.08% 3.35%
WORLD STOCK TOK iShares MSCI Kokusai Index 96% 0 60 0 0.26% 1.57%
Foreign Large Value DWM WisdomTree DEFA 96% 0 60 0 0.48% 3.25%
Foreign Small/Mid Blend DIM WisdomTree International MidCap Dividend 96% 0 60 0 0.58% 3.33%
WORLD STOCK ACWI iShares MSCI ACWI Index 96% 0 60 0 0.32% 1.77%
WORLD STOCK DEW WisdomTree Global Equity Income 96% 0 60 0 0.58% 3.9%
Foreign Large Value DTH WisdomTree DEFA Equity Income 96% 0 60 0 0.58% 4.18%
WORLD STOCK IOO iShares S&P Global 100 Index 95% 0 60 0 0.41% 1.13%
EUROPE STOCK VGK Vanguard MSCI Europe ETF 95% 0 60 0 0.09% 3.23%
Foreign Small/Mid Value SCZ iShares Trust iShares MSCI EAFE Small Cap Index Fund ETF,SCZ 95% 0 60 0 0.4% 3.63%
PACIFIC/ASIA EX-JAPAN STK AAXJ iShares MSCI All Country Asia ex Jpn Idx 94% 0 60 0 0.7% 2.15%
EUROPE STOCK IEV iShares S&P Europe 350 Index 93% 0 60 0 0.67% 2.96%
Foreign Large Value DOL WisdomTree International LargeCap Div 93% 0 60 0 0.48% 3.1%
Foreign Small/Mid Value DLS WisdomTree International SmallCap Div 93% 0 60 0 0.58% 4.15%
Foreign Large Value IDV iShares Dow Jones Intl Select Div Idx 91% 0 60 0 0.51% 5.81%
DIVERSIFIED PACIFIC/ASIA AIA iShares S&P Asia 50 Index 91% 0 60 0 0.5% 3.22%
PACIFIC/ASIA EX-JAPAN STK THD iShares MSCI Thailand Invest Mkt Index 88% 0 60 0 0.59% 3.68%
PACIFIC/ASIA EX-JAPAN STK EPP iShares MSCI Pacific ex-Japan 88% 0 60 0 0.48% 3.96%
Foreign Large Value EWC iShares MSCI Canada Index 87% 0 60 0 0.5% 1.74%
EUROPE STOCK DFE WisdomTree Europe SmallCap Dividend 86% 0 60 0 0.58% 4.25%
EUROPE STOCK EWQ iShares MSCI France Index 85% 0 60 0 0.5% 2.76%
EUROPE STOCK EWN iShares MSCI Netherlands Invstbl Mkt Idx 83% 0 60 0 0.5% 5.42%
EUROPE STOCK EWG iShares MSCI Germany Index 82% 0 60 0 0.5% 1.62%
EUROPE STOCK EWL iShares MSCI Switzerland Index 80% 0 60 0 0.5% 1.86%
EUROPE STOCK EWI iShares MSCI Italy Index 78% 0 60 0 0.5% 3.2%
EUROPE STOCK EWU iShares MSCI United Kingdom Index 77% 0 60 0 0.5% 4.12%
EUROPE STOCK EWK iShares MSCI Belgium Investable Mkt Idx 75% 0 60 0 0.5% 1.92%
EUROPE STOCK EWO iShares MSCI Austria Investable Mkt Idx 73% 0 60 0 0.5% 2.91%
PACIFIC/ASIA EX-JAPAN STK EWS iShares MSCI Singapore Index 72% 0 60 0 0.5% 4.35%
PACIFIC/ASIA EX-JAPAN STK EWY iShares MSCI South Korea Index 68% 0 60 0 0.59% 3.3%
PACIFIC/ASIA EX-JAPAN STK EWA iShares MSCI Australia Index 62% 0 60 0 0.5% 3.28%
EUROPE STOCK EWD iShares MSCI Sweden Index 60% 0 60 0 0.54% 3.55%
PACIFIC/ASIA EX-JAPAN STK EWM iShares MSCI Malaysia Index 58% 0 60 0 0.5% 3.84%
EUROPE STOCK EWP iShares MSCI Spain Index 57% 0 60 0 0.5% 2.84%
JAPAN STOCK SCJ iShares MSCI Japan Small Cap Index 55% 0 60 0 0.5% 3.5%
DIVERSIFIED PACIFIC/ASIA VPL Vanguard MSCI Pacific ETF 43% 0 60 0 0.08% 4.07%
Foreign Small/Mid Blend VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF 41% 0 60 0 0.07% 3.8%
JAPAN STOCK DFJ WisdomTree Japan SmallCap Dividend 36% 0 60 0 0.58% 3.04%
JAPAN STOCK EWJ iShares MSCI Japan Index 32% 0 60 0 0.5% 4.93%
WORLD STOCK URTH iShares MSCI World 32% 0 60 0 0.24% 1.69%
WORLD STOCK ACWV iShares MSCI All Country World Min Vol 31% 0 60 0 0.2% 2.1%
PACIFIC/ASIA EX-JAPAN STK EIDO iShares MSCI Indonesia Invstble Mkt Idx 30% 0 60 0 0.58% 3.51%
Foreign Large Blend VXUS Vanguard Total Intl Stock Idx ETF 29% 0 60 0 0.07% 3.41%
EUROPE STOCK EPOL iShares MSCI Poland Investable Mkt Index 28% 0 60 0 0.58% 5.48%
Foreign Large Value EFAV iShares MSCI EAFE Min Volatility 27% 0 60 0 0.2% 3.28%
PACIFIC/ASIA EX-JAPAN STK EPHE iShares MSCI Philippines Invstb Mkt Idx 27% 0 60 0 0.58% 1.89%
EUROPE STOCK EIRL iShares MSCI Ireland Cppd Invstb Mkt Idx 18% 0 60 0 0.5% 3.02%
PACIFIC/ASIA EX-JAPAN STK EEMA iShares MSCI Emerging Markets Asia 16% 0 60 0 0.49% 1.78%
JAPAN STOCK DXJ WisdomTree Japan Hedged Equity 14% 0 60 0 0.48% 1.65%
PACIFIC/ASIA EX-JAPAN STK ENZL iShares MSCI New Zealand Invstb Mkt Idx 13% 0 60 0 0.5% 2.3%
Foreign Large Value HEDJ WisdomTree International Hedged Equity 9% 0 60 0 0.58% 1.74%
DIVERSIFIED PACIFIC/ASIA DVYA iShares Asia/Pacific Dividend 30 5% 0 60 0 0.49% 5.78%
PACIFIC/ASIA EX-JAPAN STK AUSE WisdomTree Australia Dividend 0% 0 60 0 0.58% 2.93%
PACIFIC/ASIA EX-JAPAN STK AXJL WisdomTree Asia-Pacific ex-Japan 0% 0 60 0 0.48% 3.49%
Foreign Large Value DOO WisdomTree International Div ex-Finncls 0% 0 60 0 0.58% 4.24%
JAPAN STOCK ITF iShares S&P/TOPIX 150 Index 0% 0 60 0 0.5% 0%
PACIFIC/ASIA EX-JAPAN STK EWSS iShares MSCI Singapore Small Cap Fund 0% 0 60 0 0.59% 5.78%
PACIFIC/ASIA EX-JAPAN STK AXJS iShares MSCI AC Asia ex Japan Small Cap 0% 0 60 0 0.75% 2.52%
US EQUITY
LARGE BLEND VTI Vanguard Total Stock Market ETF 96% 0 60 0 0.03% 1.3%
SMALL BLEND VB Vanguard Small Cap ETF 96% 0 60 0 0.03% 1.53%
MID-CAP BLEND VXF Vanguard Extended Market Index ETF 94% 0 60 0 0.06% 1.32%
LARGE BLEND VOO Vanguard S&P 500 ETF 21% 0 60 0 0.03% 1.31%
Average Expense Ratio: 0.49%
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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**
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AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
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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*
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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 45 funds. It covers 6 major asset classes and 29 minor asset classes. The major asset classes it covers are Fixed Income, Commodity, Emerging Market Equity, US Equity, Foreign Equity and REITs.

My ETF plan with Vanguard, IShares and WisdomTree international ETFs.



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