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, March 24, 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.

Versatile Portfolios Review

In previous newsletter December 2, 2013: Versatile Multiple Portfolio Construction, we introduced several ways to construct versatile composite (multiple) portfolios. In this newsletter, we will review these portfolios in more details. 

100% Risk Managed Stock Portfolios

The so called 100% stock portfolios are those that have 100% invested in risk assets that include stocks, REITs and commodities (if there are any). We also include high yield bonds in the risk asset category.  We will only review those portfolios that use Tactical Asset Allocation strategy, hence the phrase ‘risk managed’. They are essentially risk profile 0 TAA or absolute momentum based portfolios. 

US stocks

Please login or register an account to view the newsletter