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, November 4, 2013. You can also find the re-balance calendar for 2013 on ‘Dashboard‘ page once you log in.

Today is also the end of month rebalance day for several advanced portfolios. 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

Some of you might have noticed that we have improved our portfolio/fund comparison tool to allow you to pick and choose from a list of portfolios and funds to compare their historical performance. This feature is extremely popular. Furthermore, you can bookmark the URL so that later on you can review the latest performance comparison. 

Quarter End Review

Asset Trends

Year to date, we see the continued strength in U.S. stocks since 2012. Earlier this year, REITs had had a strong strength since 2010 but it then started to fall out of favor in May/June as the rising rate worries started to surface. In the meantime, international stocks continued their 2012 strength, though much more volatile than the US stocks.  Emerging market stocks have been weak all year long. 

It is noticeable that commodities have been weak since 2010. It is a clear indication that inflation pressure is very subdue. In fact, one wonder whether we are still at a deflationary period. 

US bonds finally started a serious crack beginning June. It has recovered somewhat. 

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