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, November 28, 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.

Current Commodity Trend and Managed Futures 

Every now and then, commodities as an asset class are posing uneasy questions to investors. they exhibit high volatility and can fluctuate out of sync with main stream stocks and bonds. Furthermore, it’s much harder to pinpoint their underlying intrinsic value. It is said that the best way to invest in commodities is to through managed futures funds, which we discussed in June 13, 2016: Managed Futures For Portfolio Building

The wild oil price

Recent oil price has shown its wild nature: 

Please login or register an account to view the newsletter