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.

Economy Power And Long Term Stock Returns 

The recent US presidential election is coming to its final days. However, its unusual bitterness and sharp divisiveness among voters have been very discouraging. Many are disappointed by the slow economy growth. Some even hold that the US economy power has declined and the country is on the verge of losing its dominant number one position in the world, economically or politically. 

Naturally, investors are concerned about their investment returns, especially in such a depressing state (certainly, this is a subjective view). However, putting the economic, political and even military issues aside, if investors look at the investment history, things are much brighter in a long term. 

Long term UK stock returns

The United Kingdom was the number one economic power house in the world before World War I. It gradually lost the title to the US in the two world war periods. By the end of World War II, the US emerged solidly as the number one economy power house in the world. Many investors would expect that in the past 50 or 100 years, the US equity returns would be higher (or much higher) than that in UK, given the common sense of winners and losers. Well, in this case, they are wrong.

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