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, June 6, 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.

Swensen Portfolio And Permanent Portfolios

We pointed out several times before that David Swensen Individual Investor Portfolio  is constructed based on a similar framework of permanent portfolios – the four pillars: growth, (anti-)inflation, (anti-)deflation and safe haven (see  August 6, 2012: Four Pillar Foundation Based Portfolio Review):

Swensen, the manager of Yale University Endowment, outlined the one size fit all portfolio for individual investors in his book Unconventional Success: A Fundamental Approach to Personal Investment. The following table shows how his portfolio has compared with other lazy portfolios: 

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