Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

We just had a rebalance today. For regular SAA and TAA portfolios, the next re-balance will be on Monday, February 18, 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.

Become an Enlightened Investor

No one wants to be disgruntled when carrying out a task or any endeavor, being in investing or in any other fields. The ultimate sense of happiness comes with doing something with enjoyment or great satisfaction. 

Many have felt confused, scared, angry or ecstatic when it comes to investing. Markets often go against our own wishes. But they do sometimes give us a great joy that eventually proves to be elusive. Our own impulsive or gambling habit that is associated with human nature only makes things even harder. 

If we look at what gives us the satisfaction from our jobs, our daily life or games we play, we can see it often comes from the fact that our expectation or goal are met. Or simply put, when what we anticipate comes true or  when we are in control, we feel happy. 

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