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MyPlanIQ
Major Brokerage Investor
WealthcareIQ Selected Sector ETFs
Investment Options
| Total Available Funds: | 18 |
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| Total Available Funds: | 18 |
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| Total Available Funds: | 18 |
- 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 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Average Expense Ratio: 0.35%
Sign up and subscribe as an expert user to create plans with your own specified investment options.
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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Click for Portfolio Details or Follow | -0.4% | 5.1% | -0.3% | 3.7% | 4.1% | 4.8% |
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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* |
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Click for Portfolio Details or Follow | 0.7% | 4.4% | 2.5% | 14.7% | 7.9% | 9.9% |
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
| 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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Click to Create Model Portfolio | ||||||
| Sign up or Login and subscribe to get rebalance emails for this portfolio | |||||||
* 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.
** 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.
| Other Related Portfolios | YTD** Return |
1Yr AR* |
3Yr AR* |
5Yr AR* |
10Yr AR* |
| WealthcareIQ Selected ETFs Tactical Asset Allocation Most Aggressive | N/A | 0.0% | 0.0% | 0.0% | 0.0% |
Description
The plan consists of 18 funds. It covers 5 major asset classes and 17 minor asset classes. The major asset classes it covers are Foreign Equity, Fixed Income, Commodity, REITs and Emerging Market Equity.
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Vanguard Consumer Discretionary |
VCR |
Consumer Goods |
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First Trust Consumer Staples
AlphaDEX |
FXG |
Consumer Staples |
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Powershares DWA Energy Momentum
Port |
PXI |
Equity Energy |
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First Trust Financials AlphaDEX |
FXO |
Financial |
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Powershares Dynamic Pharmaceutics |
PJP |
Health |
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iShares US Aerospace & Defense |
ITA |
Industrials |
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DJ U.S. Basic Materials Sector |
IYJ |
Basic Materials |
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First Trust Dow Jones Internet
Index |
FDN |
Technology |
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VanguardREIT Index |
VNQ |
Real Estate |
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iShares US Telecommunications |
IYZ |
Telecommunications |
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First Trust Utilities AlphaDEX |
FXU |
Utilities |
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iShares Gold Trust |
IAU |
Commodities Precious Metals |
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Vanguard Emerging Mrkts |
VWO |
Diversified Emerging Mrkts |
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Vanguard FTSE Developed Mrkts |
VEA |
Developed Markets |
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iShares MSCI ACWI Index |
ACWI |
World Stock |
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SPDR Barclays High Yield Bd |
JNK |
High Yield Bond |
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iShares TIPS Bond |
TIP |
Inflation-Protected Bd |
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Vanguard Intermediate Term Bd |
BIV |
Intermediate Term Bd |
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