Advanced Investors

[et_pb_section fb_built=”1″ _builder_version=”4.2.2″][et_pb_row _builder_version=”4.2.2″][et_pb_column type=”4_4″ _builder_version=”4.2.2″][et_pb_text _builder_version=”4.2.2″]

As an expert or pro subscriber, you can access to the following advanced features. All of these features can be accessed on your dashboard.

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.2.2″ custom_padding=”1px||2px|||”][et_pb_column type=”4_4″ _builder_version=”4.2.2″][et_pb_text _builder_version=”4.2.2″ border_width_bottom=”1px” border_color_bottom=”#0c71c3″]

Create your own plan and model portfolios

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.2.2″][et_pb_column type=”1_2″ _builder_version=”4.2.2″][et_pb_text _builder_version=”4.2.2″ custom_padding=”10px|||||”]

Enter your own ETFs and/or mutual funds to create your own investment plan.

Enter fund trading restrictions such as mutual fund minimum holding periods, round trip limitation so that your portfolios are realistically investable.
Generates portfolios that use MyPlanIQ’s Asset Allocation Composite, Strategic Asset Allocation or Tactical Asset Allocation strategies.
Back test your portfolios using various rebalance frequencies.

[/et_pb_text][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.2.2″][et_pb_image src=”http://www.myplaniq.com/LTISystem/jsp/images/homePage_13.gif” _builder_version=”4.2.2″ custom_padding=”0px||0px|||” hover_enabled=”0″ max_height=”50%” height=”300px” width=”100%”][/et_pb_image][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.2.2″ min_height=”75px” custom_margin=”|auto|-18px|auto||”][et_pb_column type=”4_4″ _builder_version=”4.2.2″][et_pb_text _builder_version=”4.2.2″ border_width_bottom=”1px” border_color_bottom=”#0c71c3″ locked=”off”]

Research and monitor advanced portfolios

MyPlanIQ provides comprehensive information for advanced investors to construct a sophisticated portfolio. You can visit the following pages

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.2.2″ custom_padding=”24px|||||”][et_pb_column type=”1_2″ _builder_version=”4.2.2″][et_pb_blurb title=”Advanced Strategies” url=”/LTISystem/advanced__strategies.action” _builder_version=”4.2.2″ link_option_url=”/LTISystem/advanced__strategies.action”]

on this page, there are advanced portfolios that you can follow or customize (for example, change a parameter such as the list of funds in a portfolio). You can use these portfolios as reference to make trades in your brokerage or 401k accounts accordingly.

[/et_pb_blurb][et_pb_blurb title=”SmartMoneyIQ Managers” url=”/LTISystem/advanced__moneySmart.action” _builder_version=”4.2.2″ link_option_url=”/LTISystem/advanced__moneySmart.action” locked=”off”]

MyPlanIQ monitors realtime asset allocations of many famous allocation mutual funds using MyPlanIQ SmartMoneyIQ tool that analyzes and infers a fund’s allocation based on its recent price behavior (a similar technique used for hedge fund cloning). You can also find the top allocation gurus’ and average allocation managers’ allocations in their mutual funds from Smart Money Indicators.

[/et_pb_blurb][et_pb_blurb title=”ETFs in Asset Classes” url=”/LTISystem/advanced__ETFWatch.action” _builder_version=”4.2.2″ link_option_url=”/LTISystem/advanced__ETFWatch.action” locked=”off”]

Other than indicated, performance data are based on closing prices on last Friday

[/et_pb_blurb][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.2.2″][et_pb_blurb title=”360° Market Overview” url=”/LTISystem/advanced__markets.action” _builder_version=”4.2.2″ link_option_url=”/LTISystem/advanced__markets.action” locked=”off”]

on this page, you can find daily trend scores for many asset classes, represented by ETFs. These trend scores are similar to the ones used in Tactical Asset Allocation. Use these trend info along with the info on Asset Trends and Correlation to monitor how asset classes have moved.

[/et_pb_blurb][et_pb_blurb title=”Market Indicators” url=”/LTISystem/advanced__indicators.action” _builder_version=”4.2.2″ link_option_url=”/LTISystem/advanced__indicators.action” locked=”off”]

this page lists several U.S. stock valuation metrics such as Robert Shiller CAPE10, Warren Buffett’s Total Stock Market Valuation to GNP ratio etc.

[/et_pb_blurb][et_pb_blurb title=”Smart Money Indicators” url=”/LTISystem/advanced__smartmoney.action” _builder_version=”4.2.2″ link_option_url=”/LTISystem/advanced__smartmoney.action” locked=”off”]

MyPlanIQ’s smart money indicator is derived based on comprehensive analysis of top asset allocation Gurus’ recent asset exposure. Currently, it tracks the aggregate asset exposure on US equities and bonds.

[/et_pb_blurb][/et_pb_column][/et_pb_row][et_pb_row _builder_version=”4.2.2″ custom_padding=”||1px|||”][et_pb_column type=”4_4″ _builder_version=”4.2.2″][et_pb_text _builder_version=”4.2.2″ border_width_bottom=”1px” border_color_bottom=”#0c71c3″ locked=”off”]

Use your own allocation templates

[/et_pb_text][/et_pb_column][/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.2.2″ min_height=”318px”][et_pb_column type=”1_2″ _builder_version=”4.2.2″][et_pb_text _builder_version=”4.2.2″]

You can create an advanced static portfolio that is based on your asset allocation templates. Enter a list of ETFs or mutual funds and then specify target allocation percentages for each asset class (such as U.S. stocks or U.S. SmallCap), the tool will automatically generate a portfolio using the template. It uses MyPlanIQ fund selection and rebalances at a rebalance time, either monthly, quarterly or other frequencies you choose.

[/et_pb_text][/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.2.2″][et_pb_image src=”http://www.myplaniq.com/LTISystem/jsp/images/homePage_static.png” _builder_version=”4.2.2″][/et_pb_image][/et_pb_column][/et_pb_row][/et_pb_section]