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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 |
| REAL ESTATE |
|
|
|
|
|
|
|
|
| REAL ESTATE |
VNQ |
Vanguard REIT Index ETF |
95% |
3 |
60 |
0 |
0.12%
|
3.9%
|
|
| US EQUITY |
|
|
|
|
|
|
|
|
| LARGE BLEND |
VTI |
Vanguard Total Stock Market ETF |
96% |
3 |
60 |
0 |
0.03%
|
1.29%
|
| MID-CAP VALUE |
PEY |
PowerShares Hi-Yield Eq Div Achievers |
94% |
3 |
60 |
0 |
0.52%
|
5.04%
|
|
| FIXED INCOME |
|
|
|
|
|
|
|
|
| Intermediate-Term Bond |
BND |
Vanguard Total Bond Market ETF |
99% |
3 |
60 |
0 |
0.15%
|
3.99%
|
| Inflation-Protected Bond |
TIP |
iShares Barclays TIPS Bond |
97% |
3 |
60 |
0 |
0.19%
|
3.8%
|
| LONG GOVERNMENT |
TLT |
iShares Barclays 20 Year Treas Bond |
91% |
3 |
60 |
0 |
0.15%
|
4.53%
|
| Long-Term Bond |
LQD |
iShares iBoxx $ Invest Grade Corp Bond |
64% |
3 |
60 |
0 |
0.14%
|
4.61%
|
|
Average Expense Ratio: 0.19%
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