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Investment Options
- 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 |
| Others |
|
|
|
|
|
|
|
|
| ROOT |
CASH |
cash |
0% |
3 |
60 |
0 |
NA
|
2.53%
|
|
| REAL ESTATE |
|
|
|
|
|
|
|
|
| REAL ESTATE |
VNQ |
vnq |
95% |
3 |
60 |
0 |
0.12%
|
3.9%
|
|
| US EQUITY |
|
|
|
|
|
|
|
|
| LARGE VALUE |
VTV |
vtv |
100% |
3 |
60 |
0 |
0.05%
|
2.32%
|
| LARGE BLEND |
VFINX |
vfinx |
97% |
3 |
60 |
0 |
0.14%
|
1.19%
|
|
| FIXED INCOME |
|
|
|
|
|
|
|
|
| Intermediate-Term Bond |
DODIX |
dodix |
87% |
3 |
60 |
0 |
0.33%
|
4.35%
|
|
| COMMODITIES |
|
|
|
|
|
|
|
|
| Commodities Precious Metals |
GLD |
gld |
93% |
3 |
60 |
0 |
0.4%
|
0%
|
| COMMODITIES BROAD BASKET |
PCRIX |
pcrix |
78% |
3 |
60 |
0 |
1.96%
|
7.43%
|
|
Average Expense Ratio: 0.5%
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