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, July 22, 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.

Half Year Portfolio Reviews

Now that we are entering the second half of 2013, it is a good time to review how various portfolios have done for the first half of the year. 

Asset Class Performance

Here are the performance data for six major asset classes: 

Portfolio Performance Comparison (as of 7/1/2013)

Ticker/Portfolio NameYTD
Return**
1Yr AR3Yr AR5Yr AR
VTI (Vanguard US Stocks)14.8%25.1%18.6%7.5%
VNQ (Vanguard US REITs)6.0%12.8%17.6%7.7%
VEA (Vanguard Euro Pacific)4.1%24.1%11.0%-0.1%
BND (Vanguard US Total Bond)-2.7%-2.0%2.7%4.7%
DBC (PowerShares DB Commodity Index)-9.0%1.4%5.6%-10.8%
VWO (Vanguard Emerging Market Stocks)-11.6%5.1%1.7%-0.8%

**YTD: Year to Date

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