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MyPlanIQ
Major Brokerage Investor
S and P Ten Sector Rotation
Investment Options
| Total Available Funds: | 10 |
| Asset Class | Ticker | Description | Rating | ||||||||||||||||
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| Total Available Funds: | 10 |
| Asset Class | Ticker | Description | Rating | ||||||||||||||||||||||||||||||||||||||||||||
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| Total Available Funds: | 10 |
- 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: 0.12%
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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 | -0.9% | 4.6% | 3.4% | 2.1% | 1.4% | 1.0% |
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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 | 0.2% | 12.4% | 9.3% | 9.6% | 6.0% | 5.5% |
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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 for Portfolio Details or Follow | 5.9% | 5.4% | 5.6% | 3.9% | 2.3% | 1.6% |
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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.
** 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.
The plan consists of 10 funds. It covers 0 major asset classes and 10 minor asset classes. The major asset classes it covers are.
This plan uses U.S. 10 sectors listed on 360° Market Overview
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