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, August 11, 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.

Portfolio Behavior During Market Corrections

One of our key investment principles is to observe market behavior objectively and scientifically. That means data analysis of historical markets, funds and portfolios under various market conditions or economic, political and other major events. These events can have a substantial impact on markets and portfolios. 

However, financial markets are full of noises. This problem is exacerbated by many hearsays, fables and even rumors from financial media and literature. Again, the best way to avoid this is to look at data objectively. 

Last week, we briefly mentioned the history of market corrections that exceed 10%. In this newsletter, we will try to utilize a powerful data and event analysis tool to understand how portfolios have behaved during these corrections. 

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