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

For regular SAA and TAA portfolios, the next re-balance will be on Monday, June 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.

Risk Managed Strategic Asset Allocation Portfolios

We have been asked by many users who would like to use strategic asset allocation portfolios but are concerned with their risks, especially when markets start to experience severe loss. Before we jump into this topic, we would like to point out again our investment philosophy:

Both SAA (Strategic Asset Allocation) and TAA (Tactical Asset Allocation) have their own up and down cycles. They complement with each other. Refer to the following newsletters for more detailed discussion: 

The simplest way to add a ‘guard’ to a risk asset such as US stocks (SPY) is to use moving average. This is exemplified by a so called global tactical asset allocation (GTAA) endowment model portfolio proposed by Mebane Faber, the portfolio is monitored on Advanced Strategies page: 

Please login or register an account to view the newsletter