Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on Tuesday, January 3, 2017. You can also find the re-balance calendar for 2017 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.

Due to holiday schedule, we will not have newsletters on 12/19 and 12/26. We will resume the publication on January 2, 2017. We wish everyone happy holidays!

Enhanced Index Funds

In our previous newsletter, we reviewed the core mutual funds used in our brokerage plans. Among them, there are several so called enhanced index funds from PIMCO. In this newsletter, we look at these funds more closely, specifically enhanced index funds from DoubleLine.  

DoubleLine Enhanced Shiller CAPE Funds

DoubleLine introduced these funds (DSENX (DoubleLine Shiller Enhanced CAPE N) or DSEEX for institutional class) in late 2013. Similar to PSPDX (PIMCO StocksPLUS D), The fund has had a stellar performance since its introduction. 

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