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MyPlanIQ Modified Permanent Portlolio

Modified Permanent Portlolio

Waiting for approval. Once it is approved for public use, the portfolio customization will be available.
Tips: Only the pre-defined plans, like 401K, 403B and 529, will get approval. For expert users, they may create any kind of plans for their own use.

Investment Menu Rating:

Investment Options
Total Available Funds: 9
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
US EQUITY
SMALL VALUE VBR Vanguard Small Cap Value ETF
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
MID-CAP BLEND VO Vanguard Mid-Cap ETF
FIXED INCOME
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust
Total Available Funds: 9
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS VWO Vanguard Emerging Markets Stock ETF
US EQUITY
SMALL VALUE VBR Vanguard Small Cap Value ETF
LARGE BLEND VIG Vanguard Dividend Appreciation ETF
MID-CAP BLEND VO Vanguard Mid-Cap ETF
FIXED INCOME
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond
LONG GOVERNMENT TLT iShares Barclays 20 Year Treas Bond
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust
Total Available Funds: 9
  • 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 VWO Vanguard Emerging Markets Stock ETF 97% 3 60 0 0.08% 3.05%
US EQUITY
SMALL VALUE VBR Vanguard Small Cap Value ETF 98% 3 60 0 0.06% 2.18%
LARGE BLEND VIG Vanguard Dividend Appreciation ETF 93% 3 60 0 0.08% 1.75%
MID-CAP BLEND VO Vanguard Mid-Cap ETF 6% 3 60 0 0.04% 1.61%
FIXED INCOME
LONG GOVERNMENT IEF iShares Barclays 7-10 Year Treasury 100% 3 60 0 0.15% 3.88%
SHORT GOVERNMENT SHY iShares Barclays 1-3 Year Treasury Bond 98% 3 60 0 0.15% 3.69%
LONG GOVERNMENT TLT iShares Barclays 20+ Year Treas Bond 91% 3 60 0 0.15% 4.52%
LONG GOVERNMENT TLT iShares Barclays 20 Year Treas Bond 91% 3 60 0 0.15% 4.52%
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust 79% 3 60 0 0.25% 0%
Average Expense Ratio: 0.12%
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