February 13, 2017: Alternative Investment Portfolios Review
by MyPlanIQ | Feb 14, 2017 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement |
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, March 13, 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.
Alternative Investment Portfolios Review
MyPlanIQ features a few alternative portfolios which combine tactical, strategic portfolios or consist of assets that can hedge with each other. We list some of those portfolios on Brokerage Investors (What We Do -> Brokerage Investors) . For last year’s review, please see January 25, 2016: Alternative Portfolios Review.
The following are some of the benefits why one should at least keep an eye on these portfolios:
- These portfolios often have lower volatility than the traditional strategic portfolios because of their hedged or uncorrelated components.
- These portfolios often are less in sync with general stock or bond market indexes. Thus, they can serve as a stabilizer in a traditional or mainstream strategic portfolio.
- These portfolios are conservative and thus can be used as an anchor when stock markets are way overvalued so that investors can ‘wait out’ till a correction comes to bring down the valuation level (and thus better investment environment)
Performance in 2016
Portfolio Performance Comparison (as of 2/10/2017)