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, April 13, 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.

Brokerage Specific Core Mutual Fund Portfolios 2

In this newsletter, we continue to discuss the brokerage specific core mutual fund portfolios, first mentioned in March 16, 2015: Brokerage Specific Core Mutual Fund Portfolios. As we stated in the newsletter, we are soliciting our users’ feedback on these portfolios. Up to now, we have received several comments  Brokerage Specific Core Mutual Funds Plans: Suggestions & Opinions  on our forum. Some users sent us emails on this topic. However, we would rather have an open vote/discussion/suggestion on the forum so that we can crowd source and work together to come up with a good solution. We understand many users have had trouble to post on our forum in the past. We have just fixed a bug related to the forum recently and would like to assure users that it is now more stable. 

Portfolios related to two brokerages, Schwab and Fidelity, were introduced in the previous newsletters. Users have requested us to support Etrade and Merrill Edge. Here are the two plans: Etrade Core Mutual Funds and Merrill Edge Core Mutual Funds. Both plans have 20 plus funds. They all cover the 6 core asset classes that we deem to be key in a diversified portfolio: US stocks, International stocks, Emerging market stocks, REITs, Commodities and bonds. 

First, the back tested performance: 

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