July 13, 2015: Pain in Tactical Portfolios
by MyPlanIQ | Jul 14, 2015 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement |
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):
These portfolios have done well in a longer term but now their performance is anything but stellar.