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MyPlanIQ Static Portfolio Insurance Brokers Equal Weight

Insurance Brokers Equal Weight (Static Portfolio)

live (public) 3.51% April 25

Buy and Hold (Annually Rebalance)
MMC MMC 25%
AON AON 25%
AJG AJG 25%
BRO BRO 25%

Simulated from 6/20/1984

Holdings (As of 04/25/2025)
Asset Fund in this portfolio Price change* Percentage
MMC MMC (Marsh & McLennan Companies, Inc.) 0.13% 22.32%
AON AON (Aon PLC) 8.00% 24.57%
AJG AJG (Arthur J. Gallagher & Co.) 2.78% 26.43%
BRO BRO (Brown & Brown, Inc.) 2.82% 26.68%

* Day change on 04/25/2025.

Monthly Holding Date: Total Transaction Times So Far:
Previous Next
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Holdings

Transactions

Performance (As of 04/25/2025)

Since 06/20/1984

Name YTD*
Return		 1Yr
AR**		 3Yr
AR**		 5Yr
AR**		 10Yr
AR**		 15Yr
AR**
Insurance Brokers Equal Weight 5.6% 25.0% 14.0% 24.8% 19.5% 18.9%
VFINX (Vanguard (S&P 500) Index) -5.7% 10.8% 10.3% 16.0% 11.9% 12.6%
VBINX (Vanguard Balance (60% stocks/40% bonds) -4.5% 3.9% 3.5% 6.4% 6.2% 7.5%
*   YTD: Year to Date
**  AR: Annualized Return
Last 1 Week* YTD*(2025) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 15 Yr 20 Yr 20 Yr Since
06/20/1984		 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984
Annualized Return(%) -3.5 5.6 25.0 14.0 24.8 19.5 18.9 18.9 15.5 15.5 16.1 28.6 14.8 -2.7 45.7 15.6 41.0 9.6 21.6 30.4 -3.5 11.8 40.4 13.6 10.0 30.2 -9.7 -1.2 -2.1 -1.3 22.2 1.4 12.1 -12.5 49.1 25.0 32.6 3.0 42.5 8.6 25.8 2.1 3.8 29.9 30.4 -14.8 48.8 11.5 -26.5 22.9 68.0 43.7
Sharpe Ratio NA 0.2 1.03 0.49 1.13 0.9 NA NA NA NA 0.69 1.54 0.61 -0.15 2.75 0.43 2.56 0.52 2.03 2.05 -0.23 0.88 3.11 1.05 0.39 1.76 -0.34 -0.06 -0.3 -0.31 1.29 0.02 0.55 -0.46 1.45 0.67 1.55 -0.01 2.42 0.45 1.99 -0.07 0.11 1.7 1.34 -1.08 3.67 0.59 -1.43 1.22 4.88 3.04
Draw Down(%) NA 10.1 11.3 19.3 22.0 36.3 NA NA NA NA 39.6 10.7 11.4 22.0 6.6 36.3 5.5 13.4 4.6 8.6 13.2 9.2 5.5 9.4 22.7 11.3 27.4 24.8 9.6 18.1 11.9 27.6 18.7 35.0 12.7 27.7 18.5 23.0 8.6 11.2 3.9 11.5 10.2 7.7 10.8 26.4 6.4 6.3 37.5 13.8 11.2 4.8
Standard Deviation(%) NA 23.3 18.0 19.8 19.6 19.8 NA NA NA NA 19.8 14.3 17.2 26.5 16.6 35.8 15.4 16.0 10.3 14.7 15.4 13.3 13.0 13.0 25.4 17.0 28.9 34.7 16.6 14.7 15.6 22.6 20.8 30.0 32.2 31.4 18.9 21.9 16.1 11.3 11.0 13.2 15.8 16.1 20.0 18.7 11.7 11.6 21.3 15.4 12.9 13.2
Treynor Ratio NA 0.12 0.49 0.15 0.32 0.23 NA NA NA NA 0.2 0.58 0.15 -0.05 0.56 0.18 0.47 0.12 0.3 0.34 -0.04 0.13 0.43 0.18 0.11 0.39 -0.14 -0.03 -0.07 -0.05 0.25 0.01 0.12 -0.16 0.84 0.38 0.46 0.0 0.69 0.12 0.62 -0.02 0.03 0.83 0.75 -0.49 1.08 0.19 -0.68 0.57 1.68 0.85
Alpha NA 0.1 0.06 0.03 0.05 0.04 NA NA NA NA 0.04 0.06 -0.01 0.07 0.08 0.01 0.05 0.05 0.03 0.07 -0.01 0.01 0.04 0.01 0.04 0.07 -0.09 0.12 -0.02 -0.05 0.07 -0.01 -0.04 0.04 0.2 0.12 0.07 -0.05 0.08 0.0 0.04 0.01 0.0 0.1 0.07 -0.06 0.11 0.02 -0.13 0.06 0.16 0.23
Beta NA 0.4 0.38 0.64 0.69 0.78 NA NA NA NA 0.67 0.38 0.69 0.86 0.81 0.88 0.85 0.72 0.7 0.89 0.88 0.89 0.95 0.76 0.93 0.76 0.69 0.65 0.73 0.88 0.81 0.78 0.98 0.87 0.56 0.55 0.63 0.68 0.57 0.42 0.35 0.41 0.51 0.33 0.36 0.41 0.4 0.36 0.45 0.33 0.37 0.47
RSquared NA 0.24 0.17 0.36 0.4 0.53 NA NA NA NA 0.38 0.11 0.28 0.62 0.41 0.71 0.47 0.59 0.21 0.62 0.78 0.59 0.65 0.56 0.73 0.65 0.43 0.6 0.5 0.36 0.28 0.16 0.66 0.56 0.13 0.15 0.36 0.4 0.41 0.19 0.06 0.1 0.08 0.04 0.06 0.13 0.2 0.28 0.47 0.1 0.09 0.21
Sortino Ratio NA 0.27 1.4 0.66 1.59 1.25 NA NA NA NA 0.99 2.21 0.82 -0.21 4.11 0.59 3.77 0.71 3.2 3.09 -0.31 1.21 4.97 1.6 0.57 2.65 -0.45 -0.09 -0.41 -0.46 2.33 0.02 0.78 -0.64 2.69 0.99 2.5 -0.02 3.68 0.63 3.19 -0.09 0.16 2.75 2.15 -1.37 6.98 0.82 -1.73 1.66 11.32 6.32
Yield(%) N/A 0.3 1.1 1.1 2.0 3.3 6.1 6.1 6.8 6.8 0.0 1.1 1.1 1.0 1.3 1.3 1.8 1.8 2.2 2.5 2.0 2.0 2.3 2.5 2.6 3.2 2.8 2.7 2.4 2.1 2.3 2.2 2.3 1.7 2.2 1.9 0.5 0.5 0.7 0.8 1.0 0.9 0.9 1.1 1.2 0.9 0.0 0.0 0.0 0.0 0.0 0.0
Dividend Growth(%) N/A -62.8 14.1 38.4 53.8 160.8 347.2 347.2 1049.7 1049.7 N/A 14.9 12.6 10.4 9.5 7.1 5.4 -1.2 20.8 18.7 13.3 14.3 8.0 3.1 8.6 2.6 5.8 7.9 9.3 16.3 2.2 6.5 19.4 20.8 44.9 369.9 16.5 -1.0 -8.2 -2.6 9.7 11.6 9.1 12.2 18.6 N/A N/A N/A N/A N/A N/A N/A

*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/20/1984

Tax Performance Analytics
Commission Fee ($ per transaction)      Long Term Tax Rate (%)
Short Term Tax Rate (%)      Monthly Withdraw ($)
Monthly Deposit ($)      Tax on Withdraw (%)
Initial Amount ($)      Estimation Method
The start date of the charts is 11/09/1992 when all charts have data
Strategies
Asset Allocation Strategy    Rebalance for Static Portfolios

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