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MyPlanIQ Another Modified Permanent Portfolio

Another Modified Permanent Portfolio

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: 8
Asset Class Ticker Description Rating
Others
Conservative Allocation BERIX Berwyn Income
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
Intermediate-Term Bond TGLMX TCW Total Return Bond I
LONG GOVERNMENT TLT iShares Barclays 20 Year Treas Bond
WORLD BOND TGBAX Templeton Global Bond Adv
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust
Total Available Funds: 8
Asset Class Ticker Description Rating
Others
Conservative Allocation BERIX Berwyn Income
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
Intermediate-Term Bond TGLMX TCW Total Return Bond I
LONG GOVERNMENT TLT iShares Barclays 20 Year Treas Bond
WORLD BOND TGBAX Templeton Global Bond Adv
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust
Total Available Funds: 8
  • 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
Conservative Allocation BERIX Berwyn Income 96% 3 60 0 0.64% 3.83%
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
Intermediate-Term Bond TGLMX TCW Total Return Bond I 94% 3 60 0 0.7% 6.9%
LONG GOVERNMENT TLT iShares Barclays 20 Year Treas Bond 91% 3 60 0 0.15% 4.52%
WORLD BOND TGBAX Templeton Global Bond Adv 52% 3 60 0 0.64% 5.38%
COMMODITIES
Commodities Precious Metals IAU iShares Gold Trust 79% 3 60 0 0.25% 0%
Average Expense Ratio: 0.32%
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