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, March 9, 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.

How Have Asset Allocation Funds Done?

We are open to investing in many great asset allocation funds as long as they can deliver good returns with reasonable cost. Investing in these funds can also diversify our portfolio holdings, further reducing risks. An example of such a portfolio is My Alternative Hedge Fund that was introduced in  December 2, 2013: Versatile Multiple Portfolio Construction. Not only it holds some of our Tactical Asset Allocation (TAA) (an all equity tactical and a total return bond fund portfolio), it also holds several mutual funds including a conventional one, a risk parity one, a permanent portfolio and a conventional conservative fund. 

In May 5, 2014: Asset Allocation Funds Review, we reviewed several prominent funds. Let’s first look at some of these portfolios: 

Portfolio Performance Comparison (as of 2/6/2015):

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