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, 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.

Alternative Investment Funds & Diversified Portfolios

With the stock markets being in turmoil recently, it is a good time to reveal diversified portfolios and some alternative investment funds. 

It is a bit confusing to label an investment being alternative. In a traditional setting, anything that does not invest in stocks and bonds in a simple ‘long’ fashion (as opposed to ‘short’) is labeled as ‘alternative’. These might include REITs, commodities (gold, silver and other commodities) and any other long/short strategy based funds or portfolios. 

Let’s first review several diversified, ‘unconventional’ portfolios first. 

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