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, February 6, 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.

Strategic Asset Allocation Review

As we just said goodbye to 2016, we will have a series of newsletters to review our portfolios. In this newsletter, we look at our  Strategic Asset Allocation (SAA) portfolios.  

As we pointed out previously, our SAA portfolios are globally diversified in order to capture returns and spread out risk through various global assets, especially among US stocks, developed market stocks, emerging market stocks, REITs (Real Estate Investment Trusts), commodities and bonds. For the past several years, global allocation hasn’t done as well as domestic allocated portfolios. This is mainly because of the strength of US stocks, which have continued to do well. However, surprisingly, in 2016, US stocks were not the strongest main asset class. 

Major asset class performance in 2016

Let’s first look at how the major asset classes fared in 2016. 

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