December 2, 2013: Versatile Multiple Portfolio Construction

by | Dec 3, 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, 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.

Versatile Multiple Portfolio Construction

We introduced the concept of portfolios of portfolios before:

We described several ways to utilize our ‘static portfolio’ concept to construct a versatile portfolio. 

We believe that our ‘Static Portfolio‘ feature has been underutilized or might be simply buried among many features we offer.  Let’s first review this concept:

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