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, April 17, 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 Valuation Review

Stocks have risen dramatically since the US president election, lifting their long term valuation to a very overvalued level. In this newsletter, we look at the current valuation and discuss its implication. 

Long term stock valuation is close to historically high

MyPlanIQ tracks several long term stock valuation metrics on Advanced Strategies -> Market Indicators page. Among them, the most often used are Warren Buffett’s ratio of Total Stock Market Capitalization over Gross National Product (GNP) as a yardstick to measure the stock market valuation.

In a 2001 Fortune magazine interview article, He stated that  

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