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.

ETF or Mutual Fund Based Portfolios

We have been long asked to address the general ETF vs. mutual fund issue in portfolio building. A very glaring and specific example (that has been asked many times by our users) is the performance difference between the two Goldman Sachs Global Tactical portfolios, listed on Advanced Strategies, that are based on ETFs and index mutual funds respectively: 

Portfolio Performance Comparison (as of 8/17/2015):

Ticker/Portfolio NameYTD
1Yr AR3Yr AR5Yr AR5Yr Sharpe10Yr AR
P Goldman Sachs Global Tactical Include Emerging Market Diversified Bonds-0.2%2.8%10.7%10.1%0.9913.0%
P Goldman Sachs Global Tactical Include Emerging Market Diversified Bonds ETFs-4.2%-2.0%8.8%7.2%0.68 

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