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

We did portfolio re-balance today. For regular SAA and TAA portfolios, the next re-balance will be on next Monday, September 30, 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: Implementation Risk

In the previous newsletters, we address the two symmetric risks facing investors:

This newsletter discusses the third type of risk: implementation risk. 

You can have the best theory in the world but you can still end up being poor if you can not execute and apply your theory to the real world correctly. The implementation aspect of an investment strategy is an integral part in portfolio management. In fact, we have seen many great investors had some solid and convincing frameworks or theories but only stumbled in the actual implementation. 

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