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, September 19, 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.


A user pointed out the incorrect year to date return for 60 Percent MyPlanIQ Diversified Core 40 Percent Schwab Total Bonds in the last week’s newsletter. This was caused by a data glitch. It has been fixed in the newsletter August 8, 2016: Portfolio Construction Using Stock ETFs And Bond Mutual Funds. We appreciate this user’s help. 

Risk On: Emerging Market Stocks And Small Cap Stocks

It’s been a strange market: stocks, gold, long term bonds are all showing considerable strength. Normally, these assets have relatively strong negative correlation with others. But for the past several years, especially for the past one year, they have been all rising to their 52 week or all time highs. 

The following table shows the major asset classes returns: 

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