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.

Tactical Asset Allocation Review

MyPlanIQ provides model portfolios for brokerage investment accounts and 401k retirement plans. Our free and basic subscription allows users to customize and follow asset allocation model portfolios using either Strategic Asset Allocation (SAA) or Tactical Asset Allocation strategies. In this newsletter, we continue our 2016 review on  Tactical Asset Allocation(TAA) portfolios.  

TAA portfolios, compared with SAA or just a plain US stocks and US bonds balanced portfolios such as VBINX (Vanguard Balanced Index Inv), continued to lag behind in terms of returns. 

Let’s first look at their 2016 performance. 

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