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, February 22, 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.

Strategic Asset Allocation: A Cautious Outlook

Strategic Asset Allocation (SAA) has been more popular these days, mostly due to the good performance of U.S. stocks.  Let’s first review some typical SAA portfolios first. 

Strategic Asset Allocation Performance in 2015

For SAA portfolios, U.S. centric investors have benefited much more as U.S. stocks have outperformed others in this bull market. However, global asset allocation based portfolios have done worse. The following table shows how popular portfolios have performed: 

Portfolio Performance Comparison (as of 1/15/2015):

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