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MyPlanIQ Investment Newsletter
January 17th 2011
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Our weekly newsletter provides information and ideas you can use to build the best portfolios for yourself.
A Quick Reminder of What We Do
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Strategies based on proven asset allocation principles deliver better risk adjusted returns
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Find your plan and try for yourself
A Word to the Wise
2010 was a year when strategic asset allocation returns beat tactical asset allocation. With the exuberence generated by
QEII and the jump in US equities, we want to send out a word of caution that underlying issues remain.
2010 was an unusual year with the government clearly acting to support the economy and with 2011 starting with risk chasing evident.
Despite this, there are pointers to turbulence ahead: stocks are not cheap, see Shiller metric and his latest 2020 S&P 500 prediction;
the global trade imbalance isn't resolved; the U.S. competitiveness has not increased.
It has never been more important to keep a cool head and manage portfolios systematically.
Don't get carried away with exuberance and make sure that your portfolios are diversified and you watch the fundamental trends.
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Experts corner Have you looked at the Plan ratings We calculate the diversification score not based on 9 asset classes:
US equity, International equity, Fixed income, Real Estate trusts, Commodities, Emerging Market equity, International bonds,
High Yield Bond and Balanced Funds. We believe that this rating gives you a good idea as to the likely risk adjusted returns.
Disclaimer:
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