November 4, 2013: Wisdom from a Long Time Practitioner Using Multi-Asset Relative Strength/Momentum
by MyPlanIQ | Nov 5, 2013 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement |
Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.
We just did a rebalance today. For regular SAA and TAA portfolios, the next re-balance will be on Monday, December 9, 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.
We just released referral program. Since the beginning of our operation five years ago, our mission has always been to provide effective risk managed investment solutions to average investors. We have seen many people have used our programs and many have expressed their strong support to wish us a success.
Help us, help your friends and help yourself, please refer a friend by clicking on the referral button above. When your friend becomes a subscriber, you will earn a reward.
Wisdom from a Long Time Practitioner Using Multi-Asset Relative Strength/Momentum
As stated above, since our operation, we have been fortunate to get many well wishes, support and suggestions from our users. Some of these users are experienced professionals who have practiced a similar strategy like what MyPlanIQ offers (see our strategy page). They are delighted to see a systematic offering from us. In the following, we decide to publish a communication from a Senior Portfolio Manager from a major financial firm. For over 20+ years, he has used multi-asset class relative strength/momentum strategies to manage his clients’ investments. He is a firm believer in applying relative strength/momentum strategies to asset allocation, especially in everyone’s retirement 401k and IRA investments.