February 27th 2012: Core Satellite Portfolios And Static Portfolios

Re-balance Cycle Reminder
Based on our new monthly re-balance calendar, the next re-balance time will be on Monday, March 19, 2012. You can also find the re-balance calendar of 2012 on ‘My Portfolios’ page.
As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not…

February 20th 2012: Fund Selection Algorithm Results

Re-balance Cycle Reminder
Based on our new monthly re-balance calendar, the next re-balance time will be on Monday, March 19, 2012. You can also find the re-balance calendar of 2012 on ‘My Portfolios’ page.
As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not…

February 13th 2012: Static (Lazy) Porfolios and Re-balance Utility for My Actual Holdings

Re-balance Cycle Reminder
Today is the re-balance day of February. Based on our new monthly re-balance calendar, the next re-balance time will be on Monday, March 19, 2012. You can also find the re-balance calendar of 2012 on ‘My Portfolios’ page.
As a reminder to expert users: advanced portfolios are still re-balanced based on their origi…

February 6th 2012: Current State Review

Re-balance Cycle Reminder Based on our new monthly re-balance calendar, the next re-balance time will be on next Monday, February 13, 2012. You can also find the re-balance calendar of 2012 on ‘My Portfolios’ page. Current State Review Economies &...

February 6th 2012: Current State Review

Re-balance Cycle Reminder
Based on our new monthly re-balance calendar, the next re-balance time will be on next Monday, February 13, 2012. You can also find the re-balance calendar of 2012 on ‘My Portfolios’ page.
Current State Review
Economies & Markets
As we entered the New Year, U.S. economy has shown some sign of stronger r…

January 30th 2012: Top 401K Plans’ Portfolio Review

Re-balance Cycle Reminder
Based on our new monthly re-balance calendar, the next re-balance time will be on February 13, 2012. You can also find the re-balance calendar of 2012 on ‘My Portfolios’ page.
Plan Updates
We are changing some ETF plans’ fund choices: 1. Six Core Asset ETFs: We are replacing Vanguard FTSE All-World ex-US ETF (VE…