July 21, 2014: Permanent Portfolios & Four Pillar Foundation Based Framework

by | Jul 22, 2014 | Asset-Allocation, Bonds, Economy, ETFs, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement | 0 comments

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.

Permanent Portfolios & Four Pillar Foundation Based Framework

 We introduced and discussed these portfolios several times in the past: 

In 2013, as both bonds and gold had trouble, these portfolios did poorly, compared with other more traditional stock and bond portfolios. 

The latest performance (as of 7/21/2014):

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