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: