Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on next Monday, February 2, 2015. 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.

Composite Portfolios Review

We have outlined several composite portfolios in several newsletters. In this newsletter, we are reviewing how these portfolios have performed. 

Equity and total return bond fund composite portfolios

We discussed these portfolios in details in September 15, 2014: Equity And Total Return Bond Fund Composite Portfolios. In these portfolios, risk asset portion is invested in a tactical or strategic portfolio with risk profile 0 (i.e. up to 100% in risk assets such as stocks) while the fixed income portion is in a total return bond portfolio  (Fixed Income Bond Fund Portfolios). 

We are still seeing a consistent out performance by these portfolios, compared with their equivalent tactical or strategic portfolios only (with the same risk profile):

Please login or register an account to view the newsletter