Introducing a New Service: MyPlanIQ for ETFs, Mutual Funds, 401(k), Variable Annuities, VULs Investments
Dear ValidFi Users,
As a registered and active ValidFi user, you have given us valuable suggestions and questions in the past. We appreciate your interests and help. We are pleased to announce the first relase of MyPlanIQ -- http://www.myplaniq.com/. Your ValiDfi username and login has been transferred to MyPlanIQ and you are welcome to log in at any time.
We learned from ValidFi users that there is a need for easy to use portfolio creation tailored to a wide range of investments: self directed brokerage accounts using ETFs or mutual funds, 401(k), 529, Variable Annuity portfolios, Variable Universal Life (VUL) portfolios.
MyPlanIQ solves the problem by building a portfolio driven by advanced strategy, your risk profile, and mapped only to what your plan makes available.
At the moment, MyPlanIQ supports two major strategies: Strategic and Tactical Asset Allocation. The Tactical Asset Allocation strategy is a variation of ValidFi's Goldman Sachs Global Tactical Asset Allocation strategy that has been popular among ValidFi's users. If you are looking for a corresponding plan in MyPlanIQ.com for such a portfolio, we suggest you look at plan Diversified Major Asset ETFs Goldman Sachs Global Tactical Asset Allocation.
As time goes, we plan to support more strategies including Guru Asset Allocation Clones.
As in ValidFi, MyPlanIQ monitors the portfolios daily and will send you rebalancing email alert if there is a rebalancing event monthly.
MyPlanIQ is subscription based. The plan costs $9.95 a month (or $99.5 a year). We believe low cost is one of the key advantages for us to deliver values.
The default setting is free while working with data that is delayed one quarter. As an active Validfi user, you can register for active data and will receive an extended six month trial period.
Thank you for your continuous interests and support.
ValidFi staff
As a registered and active ValidFi user, you have given us valuable suggestions and questions in the past. We appreciate your interests and help. We are pleased to announce the first relase of MyPlanIQ -- http://www.myplaniq.com/. Your ValiDfi username and login has been transferred to MyPlanIQ and you are welcome to log in at any time.
We learned from ValidFi users that there is a need for easy to use portfolio creation tailored to a wide range of investments: self directed brokerage accounts using ETFs or mutual funds, 401(k), 529, Variable Annuity portfolios, Variable Universal Life (VUL) portfolios.
MyPlanIQ solves the problem by building a portfolio driven by advanced strategy, your risk profile, and mapped only to what your plan makes available.
At the moment, MyPlanIQ supports two major strategies: Strategic and Tactical Asset Allocation. The Tactical Asset Allocation strategy is a variation of ValidFi's Goldman Sachs Global Tactical Asset Allocation strategy that has been popular among ValidFi's users. If you are looking for a corresponding plan in MyPlanIQ.com for such a portfolio, we suggest you look at plan Diversified Major Asset ETFs Goldman Sachs Global Tactical Asset Allocation.
As time goes, we plan to support more strategies including Guru Asset Allocation Clones.
As in ValidFi, MyPlanIQ monitors the portfolios daily and will send you rebalancing email alert if there is a rebalancing event monthly.
MyPlanIQ is subscription based. The plan costs $9.95 a month (or $99.5 a year). We believe low cost is one of the key advantages for us to deliver values.
The default setting is free while working with data that is delayed one quarter. As an active Validfi user, you can register for active data and will receive an extended six month trial period.
Thank you for your continuous interests and support.
ValidFi staff
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