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, November 24, 2014. You can also find the re-balance calendar for 2014 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.

Asset trend review

We are now entering the post Halloween period, a period traditionally favorable to stocks. The sell in May and come back after Halloween’s strategy (see STS Seasonal Timing Using VFINX) has shown such an observation does have a statistical significance. It is thus a time for us to review the trends. 

As U.S. stock market embarked on a vertical recovery, major asset trends have changed again (see Asset Trends & Correlation): 

Asset Class1 Weeks4 Weeks13 Weeks26 Weeks52 WeeksTrend Score
US REITs2.6%9.9%6.9%10.6%19.2%9.8%
US Stocks3.0%3.1%4.3%7.5%15.3%6.6%
Long Term Treasuries-0.6%1.0%4.2%7.0%13.7%5.1%
Global Real Estate4.2%5.3%-2.1%4.3%3.8%3.1%
High Yield Bonds0.2%0.7%1.8%1.7%5.8%2.0%
Emerging Mkt Stocks3.8%0.4%-3.4%5.6%3.6%2.0%
National Muni Interm-0.3%0.0%1.3%2.4%6.1%1.9%
US Bonds-0.4%0.2%0.8%1.8%4.1%1.3%
Intl Stocks2.2%0.0%-5.1%-3.2%0.5%-1.1%
Intl Bonds-2.3%-1.5%-5.5%-5.4%-3.2%-3.6%

This is a familiar trend table that has been here for the most part of this year. What we can see is that, other than US asset classes, all other assets including international developed market stocks, emerging market stocks and commodities have been really weak. A notable trend here is that gold finally broke down after the ending of QE (Quantitative Easing) be the Federal Reserve and now it is firmly in a bear market territory. 

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