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MyPlanIQ
Major Brokerage Investor
Talmud Strategy 3 Core Asset Index Mutual Funds
Investment Options
| Total Available Funds: | 4 |
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| Total Available Funds: | 4 |
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| Total Available Funds: | 4 |
- 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: 0.1%
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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* |
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Click for Portfolio Details or Follow | 0.1% | 13.1% | 3.3% | 7.2% | 7.1% | 8.5% |
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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 | -0.3% | 10.1% | 0.9% | 6.5% | 5.0% | 6.0% |
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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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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.
** 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 4 funds. It covers 3 major asset classes and 4 minor asset classes. The major asset classes it covers are US Equity, REITs and Fixed Income.
"Let every man divide his money into three parts, and invest a third in land, a third in business and a third let him keep by him in reserve." Talmud, a record of debates among rabbis about Jewish law dating as early as 1200 B.C.
This strategy divides a portfolio into 3 parts: Equity (stocks -- business), Real Estate Invetment Trusts (REITs -- land) and Fixed Income (bonds & cash -- reserve).
This is the index fund version.
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