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:

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