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.

Remember Risk

As stock markets keep rallying, markets have become extremely accommodating. For one,  S&P 500 stock index has not under gone a 10% or more correction since October, 2011, almost 3 years ago (see, for example, more discussions on 10% or more stock market corrections in July 7, 2014: Portfolio Behavior During Market Corrections). Furthermore, stock volatility has been very muted, as shown by the S&P 500 option implied volatility index VIX in the following chart: 

It is thus very easy to be complacent, after all, the last several bear markets have become more and more distant in our memory. We see employment rate is picking up, internet and tech companies are making load of money, U.S. energy sector is booming. What’s not to like?

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