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, November 9, 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.

What About Commodities?

Commodities have been in a dog house for a long time. First, let’s take a look at the recent returns: 

Performance Comparison (as of 10/12/2015):

Ticker/Portfolio NameYTD
1Yr AR3Yr AR5Yr AR5Yr Sharpe10Yr AR
DBC (PowerShares DB Commodity Tracking ETF)-14.6%-30.5%-18.1%-8.9%-0.56 
GLD (SPDR Gold Shares)-2.4%-5.8%-13.4%-3.4%-0.198.9%
SPY (SPDR S&P 500 ETF)-0.6%6.6%14.1%13.9%0.97.5%

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