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, July 11, 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.

Secular Cycles For Tactical And Strategic Investment Strategies

Recently, a user posted a very pertinent question in our online support forum: 

Among tactical professionals there has long been a recognition that one of the most difficult parts of the job is to convince clients to stick with it even through periods of underperformance relative to some benchmark. 

With that in mind and considering that tactical methodologies (especially trend and RS) may now be “value” strategies, has MyPlanIQ done any studies showing subsequent performance after multiple rolling periods of underperformance?

Please login or register an account to view the newsletter