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, August 15, 2016. You can also find the re-balance calendar for 2016 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.

Strategic Asset Allocation & Lazy Portfolio Review

MyPlanIQ has maintained and monitored many  Strategic Asset Allocation (SAA) portfolios. In addition, we have also kept track of various lazy portfolios that were proposed by well known investors and brokerages. We have reviewed these portfolios in previous newsletters. See July 30, 2012: Strategic Asset Allocation & Lazy Portfolios Review, for example, for an earlier review and detailed description. 

As both stocks and bonds are now at historical high, we think it’s a good time to look at these portfolios again. 

Strategic & Lazy Portfolios

The following table shows the performance of several lazy portfolios and some of our SAA portfolios:

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