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, 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.

Consistency, The Most Important Edge In Investing: Tactical Case

In our previous newsletter May 19, 2014: Consistency, The Most Important Edge In Investing: Strategic Case, we made a strong case that consistent buy and hold and rebalance is the most important factor to succeed in a strategic portfolio management. In this newsletter, we discuss the consistency in a tactical portfolio management. 

One of our users said this best: 

I agree that consistency or disciplined execution is very critical to a buy and hold portfolio, but I would argue that it is even more important for a tactical portfolio as managing a tactical portfolio entails more activities. If you don’t follow and execute these rebalances rigorously, your investment returns can be affected seriously.

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