July 15, 2013: Portfolio of Portfolios & Core Satellite Portfolios
by MyPlanIQ | Jul 16, 2013 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement |
Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.
For regular SAA and TAA portfolios, the next re-balance will be on next 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.
Aggregated Holdings in a Portfolio of Portfolios
We would like to announce that a new feature has been released: a user can now view the aggregated holdings and transactions of a portfolio of portfolios and receive rebalance emails when the portfolio or one of its sub portfolios has a rebalance transaction.
The above requires that you are following (if a portfolio is customized by you, you are automatically following this portfolio) all of the portfolios involved.
Let’s walk through the concept of portfolio of portfolios below: