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.

Momentum Based Portfolios Review

We advocate using both Strategic Asset Allocation (SAA) and Tactical Asset Allocation (TAA) strategies for portfolios in 401k plans, IRAs or taxable brokerage accounts. Our TAA is based on so called cross-asset momentum or trend following strategy. Since momentum method has been widely used and quoted in stock trading, we always want our users to understand the differences among momentum based methods used at different levels of portfolio construction. 

We have written several newsletters to cover this topic. We strongly recommend readers who are interested in our portfolios to read the following newsletters: 

In this newsletter, we would like to review again how portfolios or funds at these levels have performed. First, let’s look at the taxonomy we classify these applications: 

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