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, 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.

Composite Portfolios Review

As we pointed out several times, we believe investors can construct better portfolios by using the model portfolio MyPlanIQ provides. Instead of simply following a single strategic or tactical model portfolio for your account, you can choose best portfolios and construct a composite portfolio to follow. 


As mentioned in the above newsletter, our favorite approach is a two step process:

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