Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

The next re-balance will be on MondayJune 17, 2013.  You can also find the  re-balance calendar for 2013 on ‘Dashboard‘ page once you log in.

As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.

Please note that we now list the next re-balance date on every portfolio page.

New Features

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

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 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, we showed a step by step process for you to download Excel CSV target allocation file and upload to your account on to rebalance. 

We are pleased to announce that we now make it even easier for you to follow a portfolio on for Method 2: for any ETF or mutual fund portfolio we deem to be implementable on, 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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