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, March 28, 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.

Correction: In the previous newsletter, we incorrectly cited a high expense ratio for BSCF (Guggenheim BulletShrs2015 Corp Bd ETF). The correct expense ratio should be 0.24% instead of 0.42%. We thank several users who pointed this out.  

Are Tactical And Timing Strategies Losing Steam? 

As many readers might have known, we are a firm believer in using both strategic and tactical asset allocation strategies. Furthermore, many users are also familiar with our long term valuation or market timing based portfolios such as Shiller CAPE based strategies or even just long term moving average strategies. We believe both strategic and tactical complement with each other and, using them properly together (such as in a core satellite portfolio), one can derive reasonable returns with managed risk. 

Market timing has been always a hot topic. A political correct investment assertion is that markets are always efficient and there is no need and actually it is harmful to adopt a market timing approach. What we try to maintain is to let data speak for themselves. In this newsletter, let’s review their long term performance. 

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