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, July 7, 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.

Newsletter Collection Update

As we strive to provide useful and comprehensive information to our readers, we have received several requests for a periodic review/categorizing our newsletters. It looks like it is a good time to add/change our newsletter collections. Please remember you can always find this link on our articles page (pull down menu from Newsletters tab). 

We do not list newsletters that are merely timely market commentaries in the collection. But they are useful by themselves: 

Recent Market Reviews

A brief summary on market valuations: stock markets have become even more over valued by historical standard since the publishing of those newsletters. Our opinion is to maintain a small core strategic portfolio and a larger tactical portfolio (or portfolios) to better protect capital in such an environment. Contrary to the current calm markets, we nevertheless are becoming more cautious. We also would like to remind our readers of the newsletter October 28, 2013: What Can We Learn From The 1987 Stock Market Crash?. In the newsletter, we stated that: 

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