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

We had a re-balance today. For regular SAA and TAA portfolios, the next re-balance will be on Monday, August 26, 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 Feature

As promised, we now feature conservative portfolios on a separate page Conservative Allocation Fund Portfolios. These portfolios were first reported on newsletter May 27, 2013: Conservative Allocation Mutual Fund Portfolios. Together with the Fixed Income Bond Fund Portfolios, these portfolios can be very useful for conservative investors. 

To use these portfolios, please customize a portfolio (please use risk profile 0) instead of following them. The customized portfolio will start to count holding periods for the mutual fund holdings in the portfolio the day you create it. This will ensure holding periods  in your actual account in sync with your customized portfolio, assuming you follow the customized portfolio precisely. 

Tactical Asset Allocation: The Good, The Bad And The Ugly

Since 2009, we have witnessed how our subscribers have behaved. What concerns us most is that many subscribers don’t understand the essence of asset allocation strategies and they suffered from a same mistake as many other investors have: an inconsistent behavior when it comes to deal with their investments. 

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