August 19, 2013: Risk Management: Upside Risk

by | Aug 20, 2013 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement | 0 comments

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, 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.

Risk Management: Upside Risk

We discussed downside risk in portfolio management in our previous newsletter August 12, 2013: Risk Management: Downside Risk. In this newsletter, we will discuss another type of risk: upside risk. 

Compared with downside risk, upside risk is less well known and understood. At the first glance, you would say, what upside risk? Do I care?

You should care. Upside risk means the risk an investor can have if she/he behaves overly conservative or way too risk averse. When an upside risk occurs, investors can suffer from some real damages: 

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