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.

Risk Managed Strategic Asset Allocation Portfolios Revisited

Recent market weakness has created quite some anxiety among investors. We have received many inquiries on how to better manage portfolios in the current environment. The following is one of the questions:

1) Have you ever looked at the results of a SAA portfolio timed by TAA?  The SAA portfolio stays invested unless the TAA portfolio goes to Cash.  SAA goes to cash if TAA goes to cash.  SAA invests when TAA exits cash. 

The short answer for the above question is that unfortunately, we don’t have such an indicator to direct an SAA goes to cash when our TAA goes to cash. However, there are several ways one can achieve a similar result. 

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