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, July 27, 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.

Pain in Tactical Portfolios

Many users must have noticed or experienced the lackluster performance of our  Tactical Asset Allocation(TAA) based portfolios. Furthermore, several tactical advanced portfolios on Advanced Strategies have done poorly. For example, the advanced portfolio(s) of Goldman Sachs global tactical have incurred some painful loss year to date: 

Portfolio Performance Comparison (as of 7/13/2015):

Ticker/Portfolio NameYTD
1Yr AR3Yr AR5Yr AR5Yr Sharpe10Yr AR
P Goldman Sachs Global Tactical Include Emerging Market Diversified Bonds ETFs-4.7%-2.1%8.1%7.9%0.73 
P Goldman Sachs Global Tactical Include Emerging Market Diversified Bonds-1.5%1.9%9.3%10.7%1.0313.2%

These portfolios have done well in a longer term but now their performance is anything but stellar. 

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