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

For regular SAA and TAA portfolios, we just had a rebalance today. The next re-balance will be on Monday, June 22, 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.

Portfolio Update

Brokerage Mutual Fund Portfolios

As we have outlined in previous newsletters: 

we had planned to support brokerage specific core mutual fund portfolios instead of brokerage recommended mutual fund portfolios for our basic subscribers. Most responses we got are in favor of these new portfolios, though we would really like to see more users involved in such a discussion. As a result, we are now officially supporting these brokerage specific core mutual fund portfolios on Brokerage Investors page. 

The following tables show how these portfolios are doing at the moment:

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