Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on Next 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.

Is This The Peak Or Correction?

Stock markets just went through a mini downturn or correction or whatever it is called. Here is the latest trend table: 

Major Asset Classes Trend


DescriptionSymbol1 Week4 Weeks13 Weeks26 Weeks52 WeeksTrend Score
Emerging Market StksVWO-1.47%0.85%9.37%22.69%15.56%9.4%
Frontier Market StksFRN-0.75%-0.4%4.22%20.18%12.17%7.08%
US Equity REITsVNQ-1.72%0.52%3.49%15.37%14.06%6.34%
International REITsRWX-1.32%-0.43%4.5%15.56%12.31%6.12%
US StocksVTI-1.9%-2.22%3.02%11.38%15.2%5.1%
Emerging Mkt BondsPCY-1.26%-0.25%3.17%10.59%10.46%4.54%
International Developed StksVEA-2.12%-2.97%0.1%9.51%12.05%3.31%
Municipal BondsMUB-0.17%0.99%1.32%3.75%8.33%2.84%
International Treasury BondsBWX-0.4%-0.45%0.36%4.43%6.43%2.07%
Intermediate TreasuriesIEF0.04%1.13%1.65%2.04%4.2%1.81%
US Credit BondsCIU0.15%0.55%0.98%2.09%4.53%1.66%
Total US BondsBND0.06%0.65%1.08%2.12%4.34%1.65%
US High Yield BondsJNK-0.96%-1.94%-0.11%3.2%7.93%1.62%
Mortgage Back BondsMBB0.01%0.26%1.0%1.75%4.43%1.49%
Treasury BillsSHV0.01%0.0%0.0%0.0%0.02%0.01%

All risk assets have undergone some correction since last week. As we stated in the previous week’s newsletter: 

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