December 7, 2015: Diversification And Global Allocation
by MyPlanIQ | Dec 8, 2015 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement |
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For regular SAA and TAA portfolios, the next re-balance will be on Monday, December 14, 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.
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Diversification And Global Allocation
Diversification has clearly encountered some problems for the past several years. First in 2013, gold and commodities started to weaken. Emerging market stocks followed the lead. Since 2014, everything other than US stocks and REITs have lost money:
Index Performance Comparison (as of 12/7/2015):
Diversified Asset Allocation Portfolios For Your Plans
