In this newsletter, we discuss a few new features that were released recently. We believe they are of interests to many users.
Portfolio One-Click Rebalance on FolioInvesting.com
We recognize the importance of ease of use for many users. This is especially true for users to implement our portfolios in their actual brokerage or 401k accounts. In previous newsletter April 22, 2013: Portfolio Rebalance – Ease of Use, we described in some details on how to implement a MyPlanIQ portfolio in a FolioInvesting.com account. To recap, we mentioned two methods:
- Method 1: You can follow one of 10 pre-configured folios from MyPlanIQ Diversified Core Allocation ETF Plan, 5 for SAA-Equal Weight (free, listed on Folio’s Ready to Go folio page) and 5 for TAA.
- Method 2: For any other MyPlanIQ portfolio you intend to implement on FolioInvesting.com, we showed a step by step process for you to download Excel CSV target allocation file and upload to your account on FolioInvesting.com to rebalance.
We are pleased to announce that we now make it even easier for you to follow a portfolio on FolioInvesting.com for Method 2: for any ETF or mutual fund portfolio we deem to be implementable on FolioInvesting.com, we now will ask you whether you would like to have the portfolio target allocation Excel CSV spread sheet attached each time when rebalance instructions for this portfolio are sent to you in an email.
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