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.

Why Is Global Tactical Asset Allocation Not Popular?

We regularly receive many questions from our users. Some of them are very pointed and concerned about our core methodology. The following question came from a user a couple of weeks ago:

I have a couple general questions for you about the thought/strategy (and results) behind one of the advanced portfolios, namely [P Goldman Sachs Global Tactical Include Emerging Market Diversified Bonds] using mutual funds, not the ETF one.

You may not know the answer, but I thought I’d ask — and these are not urgent questions, I’m just curious as to your thoughts on it.

Please login or register an account to view the newsletter