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, January 13, 2014. 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.

Website Update

We have released our first batch of the updated website. The new web pages are designed to help users to easily to navigate through various contents and features. The following are some of major changes/additions: 

  • Home page: it now categorizes our offerings into brokerage investors, (401k) retirement plan investors, advanced investors and hands-off investors. We encourage users to browse these new set of pages. We of course will appreciate any feedback. 
  • Favorite or Watch List: as part of the ongoing efforts to make our dashboard more user friendly, we have made the feature of ‘Favorite’ more usable: now if you are interested in monitoring a portfolio, you can click on the star next to a portfolio or a plan title. You can then see how these portfolios have performed and compared as follows: 
  • Plan and portfolio update: As part of the ongoing efforts to update the plans and portfolios we support, we now replace Vanguard ETFs with a new plan called Vanguard Liquid ETFs that consists of a subset of selected Vanguard ETFs. We believe that instead of just feeding all of the existing Vanguard ETFs to our algorithms,  it is better to only use a selected subset of ETFs. Similarly, we have replaced Vanguard All Index Funds Investor Class (a mutual fund based plan) with Vanguard Select Mutual Funds. We will detail the rationale and the change in the following. We have also updated the list of the ETFs in the popular Retirement Income ETFs plan. 

In the coming weeks, we will continue to release more changes. Please let us know what you think so that we can better service you. 

Vanguard Liquid ETFs Plan

We are a fan of Vanguard ETFs: they are mostly the least expensive (lowest expense ratios) in the markets. On the other hand, most of Vanguard ETFs are better implemented, benefiting from Vanguard’s long running expertise in providing index mutual funds. However, some of Vanguard ETFs are still thinly traded. Some of them are redundant. We thus decided to replace the existing ETF plan Vanguard ETFs with a new plan called Vanguard Liquid ETFs. Here are the detailed rationale behind the change: 

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