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, October 5, 2015. You can also find the re-balance calendar for 2015 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.

Core Satellite Portfolios In Market Turmoil

In the last week’s newsletter, we showed there are a few of ways to utilize a market downturn to reposition or start a new portfolio, specifically for MyPlanIQ’s  Strategic Asset Allocation (SAA) or Tactical Asset Allocation(TAA) portfolios. In this newsletter, we continue our discussion for another type of portfolios: core satellite portfolios.  As markets are languishing, we believe this discussion is still pertinent to many users. 

Regular readers should have known that we are an advocate of core satellite portfolios. A core satellite portfolio consists of core subportfolios and satellite subportfolios. A core (sub)portfolio is a strategic portfolio that can be SAA portfolios or static (lazy) portfolios such as Permanent Portfolios (see, for example, Lazy Portfolios). A satellite (sub)portfolio is a tactical portfolio that can be  TAA or other advanced portfolios that can dynamically adjust their risk exposure. 

Typical Core Satellite Portfolios

Let’s first review some typical core satellite portfolios. 

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