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.

Where Are Permanent Portfolios Going?

We have updated our permanent portfolio long term performance table (see Harry Browne’s Permanent Portfolio Long Term Performance): 

As of 12/31/2014:

19704.10%198022.10%1990-0.70%20002.70%201011.92%
197113.40%1981-6.20%199111.50%2001-1.00%20118.16%
197218.70%198223.30%19924.00%20027.20%20125.5%
197310.60%19834.30%199312.60%200313.76%2013 -3.8%
197412.30%19841.10%1994-2.40%20046.64%20147.6%
19753.70%198520.10%199516.60%20058.01%  
197610.10%198621.70%19965.20%200610.80%  
19775.20%19875.30%19976.70%200711.94%  
197815.00%19883.60%19987.40%2008-2.03%  
197936.70%198914.80%19994.70%20099.64%  
Cumulative328.62% 272.57% 186.24% 190.27%  
Annual12.63% 10.55% 6.42% 6.64% Since 1970 8.66%

The permanent portfolio recovered nicely last year, returning 7.6%, compared with -3.8% in 2013, the second worst year in the 45 year history. 

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