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, 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

Our static portfolio feature continues to get better: we now allow users to modify a static portfolio’s holdings for a given date. Furthermore, our system will record the transactions for the holding changes. A static portfolio now carries full historical holdings and transactions, just like any other portfolio on MyPlanIQ platform. 

The feature allows users to use a static portfolio to keep track of their actual accounts or just simply keep track of a ‘model’ portfolio they would like to have a history. With the existing portfolio features such as portfolio metrics, charting and comparison, you should be able to understand your static portfolio’s behavior much better now. 

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

As promised, this newsletter is devoted to understanding the pros an cons of Strategic Asset Allocation (SAA). In the previous newsletter July 22, 2013: Tactical Asset Allocation: The Good, The Bad And The Ugly, we did a similar analysis for Tactical Asset Allocation (TAA).

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