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.

Overvalued Markets and Long Term Timing Strategies

Let’s first look at August market performance:

While rate sensitive assets including long term bonds, gold and REITs all had some loss, emerging market stocks (Vanguard emerging market stock index VEIEX) gained most (almost 2%). Other stock assets including international stocks (VGTSX) and US stocks (VFINX) were also positive. This happened in a backdrop where US stocks were near all time high.

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