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, May 2, 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.

Asset Class Trend Review

Since the low on February 11, stock markets have staged a fast and furious rally that has made S&P 500 approach its all time high. In fact, its total return (dividend reinvested) just made a historically all time high. The following is the asset class return trend listed on MyPlanIQ 360° Market Overview page:

Major Asset Classes Trend

04/18/2016 (sorted based on 13 weeks returns)

DescriptionSymbol1 Week4 Weeks 13 Weeks26 Weeks52 WeeksTrend Score
Emerging Market StksVWO2.65%2.0%22.71%-1.49%-16.35%1.9%
Frontier Market StksFRN2.5%1.0%16.74%-0.59%-19.33%0.06%
International REITsRWX1.59%2.08%16.54%2.29%-2.86%3.93%
US StocksVTI2.75%2.44%12.37%3.1%-0.06%4.12%
US Equity REITsVNQ0.95%4.14%12.12%5.88%6.96%6.01%
International Developed StksVEA3.89%2.56%11.08%-1.9%-7.76%1.57%
International Treasury BondsBWX-0.46%1.89%8.79%5.43%5.12%4.15%
Emerging Mkt BondsPCY1.07%1.61%8.75%4.15%5.73%4.26%
US High Yield BondsJNK1.75%1.33%8.07%-1.58%-6.37%0.64%
Intermediate TreasuriesIEF-0.36%1.46%2.73%3.22%3.41%2.09%
Total US BondsBND0.01%1.18%2.65%2.53%1.97%1.67%
US Credit BondsCIU0.18%1.27%2.64%2.15%1.72%1.59%
Municipal BondsMUB0.14%1.27%1.41%3.71%4.39%2.19%
Mortgage Back BondsMBB-0.02%0.5%0.94%1.37%1.78%0.91%
Treasury BillsSHV0.03%0.05%0.13%0.11%0.15%0.09%

The following table shows the year to date and 1 year returns of major asset classes: 

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