December 21, 2015: Distressed Assets
by MyPlanIQ | Dec 22, 2015 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement |
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, January 19, 2016. 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.
Holiday Greetings
We wish everyone have a wonderful holiday. May the force be with you in the coming year!
Due to upcoming holidays, we will not have a newsletter next Monday and will resume the publication on January 4th, 2016.
Distressed Assets
In our last year’s newsletter December 15, 2014: Beaten Down Assets., we stated the three reasons why one should look at asset valuation with respect to one’s investment portfolios: