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.

Long Term Stock Timing Based Portfolios And Their Roles

We introduced a few long term stock timing portfolios several years ago. Specifically we keep track of two Simple Moving Average (SMA) based portfolios on Advanced Strategies page. The first one is a 200 days SMA based portfolio:

Portfolio Performance Comparison (as of 2/17/2017):
Ticker/Portfolio Name1Yr AR3Yr AR5Yr AR10Yr AR10Yr SharpeSince 3/31/1988
P SMA 200d VFINX Total Return Bond As Cash Monthly17.8%9.4%13.0%12.2%0.91N/A
P SMA 200d VFINX Monthly16.8%8.4%12.4%10.2%0.7710.7%
VFINX (Vanguard 500 Index Investor)24.5%10.7%13.8%7.1%0.3210.1%

The portfolio buys Vanguard 500 index fund (VFINX, an S&P 500 index fund) when its total return line is above its 200 days SMA and sells VFINX when its total return line is below the 200 days SMA. It then either goes to CASH (the second portfolio) or goes to a total return bond fund such as P_46880 (Schwab Total Return Bond) in the first portfolio. The portfolio makes the above transactions at the end of a month. These portfolios only invest in US stocks (S&P 500 index fund). 

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