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.

Implementing Core Asset Portfolios In a Brokerage

As many readers know, we have been advocating simple plans since we started our service. We use ‘Simpler Is Better’ (SIB) to name those plans and their portfolios that use only low cost, broad base index funds. In this newsletter, we will discuss this subject in more details. 

SIB Plans and Portfolios

The most representative plan is our Six Core Asset ETFs, which is listed on our brokerage page. The following is its description and its candidate funds: 

6 low cost candidate index ETFsrepresenting 6 major asset classes: U.S. stocks, international developed country stocks, emerging market stocks, U.S. Real Estate Investment Trusts (REITs), commodities and U.S. total bond markets. Focuses on asset allocation & diversification.

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