Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on Tuesday, 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.

Review Of Trend Following Tactical Asset Allocation

By now, it is clear that our  Tactical Asset Allocation(TAA) had a very lousy year in 2015. In fact, as shown in our previous newsletter January 4, 2016: What Worked And Didn’t In 2015, 2015 is the worst year since 1990s.

We have regularly analyzed the long term performance of trend following tactical asset allocation strategy which is what our TAA is based on. The following are some recent newsletters: 

In this newsletter, we will update our long term TAA performance data and chart by including 2015 figures. 

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