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, December 29, 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.

Holiday Readings

As Thanksgiving is approaching, we have compiled the following list of articles that we think are of interests to our readers.

  • GMO Jeremy Grantham, Bubble Watch Update. Likely that S&P 500 reaches 2250 before crash, as bubbles always will reach a far extended level before crashing. Also has GMO 7 year asset return prediction: 

 It also gives the following asset allocation:

  • John Hussman, November 10, 2014 – Do the Lessons of History No Longer Apply? This time is not different: when stock market reaches an overvalued and over-extended level by various long term valuation metrics, it will also reverse back. Usually it will undershoot even. It is just a matter of when. Like it or not, Hussman still has one of the most plausible arguments when it comes to economies and market valuations, even though his fund has some implementation issues. 
  • FPA Fund Robert Rodriquez, Reality Check. Rodriquez and his firm FPA runs some of the best conservative funds. His opinions on the fundamental structural issues in the US and developed countries and these countries’ fiscal (ir)responsibilities are worth listening. Things have not changed substantially since the financial crisis and it might get worse before it gets better. 

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