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.

Long Term Trend Following Portfolio Review

Each year, we review the long term performance trend of our representative trend following portfolio. We analyze the portfolio’s year by year total returns (dividend reinvested) and its rolling 5 year returns. We compare with S&P 500 index total return (represented by Vanguard 500 index fund VFINX). We have kept the data since 1991. Notice that the data before 2009 are back tested. But since 2009, our data have been based on the live performance history. 

For previous year’s review, see the following

We again recommend readers who are not familiar with this topic to read the following newsletters

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