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.

Alternative Portfolios Review

In MyPlanIQ, we advocate a core satellite portfolio approach. In this approach, instead of investing in a single Strategic Asset Allocation (SAA) or Tactical Asset Allocation(TAA) portfolio, investors divide the investment into two parts: one is in SAA portfolios and one is in TAA portfolios. For those who are not familiar with, please refer to the section in our Newsletter Collection.

For the core portfolios, investors can further diversify in investing in our SAA portfolios that are more traditionally based or some other alternative portfolios. The alternative portfolios include the portfolios in the following table: 

Portfolio Performance Comparison (as of 1/25/2016):

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