August 11, 2014: What To Do In Overvalued Stock Markets
by MyPlanIQ | Aug 12, 2014 | Asset-Allocation, Bonds, Economy, ETFs, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement |
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We just had a rebalance today. For regular SAA and TAA portfolios, the next re-balance will be on Monday, September 15, 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.
What To Do In Overvalued Stock Markets
As stock markets underwent a mini-correction and now are back to their up trend, more and more average investors are becoming complacent: the persistent upward stock prices in the last 5 years almost make the concept and method of investing in stock markets a no brainer: you just need to put your money in US stocks, being high tech stocks or small cap stocks, you will do well.
Five years are a long time for a person! It is hard to demand people to have a long term memory and even you have one, the distant past is becoming more and more blurry.
However, 5 years is a really short period, or have very limited number of sample points in a statistical sense.