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, August 31, 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.

Slippery Asset Trends

Now that we are officially in August, the last month of summer, it is a good time to look at asset trends. First, here is the major asset class rankings using index ETFs: 

Major Asset Classes Trend


DescriptionSymbol1 Week4 Weeks13 Weeks26 Weeks52 WeeksTrend Score
US StocksVTI1.19%1.17%0.37%6.52%11.47%4.15%
US Equity REITsVNQ1.19%3.8%-0.23%-7.25%9.89%1.48%
International Developed StksVEA1.39%0.55%-2.36%7.25%0.09%1.38%
Intermediate TreasuriesIEF0.6%1.69%0.0%-2.8%4.63%0.83%
Total US BondsBND0.32%0.88%-0.44%-1.85%2.11%0.2%
Treasury BillsSHV-0.02%-0.02%0.0%0.01%0.0%-0.01%
Emerging Market StksVWO-0.18%-6.7%-12.41%-2.99%-10.59%-6.57%

However, looking at the return charts of these major assets, one can see different pictures:

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