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, June 26, 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 Assets And Their Role In Portfolios

MyPlanIQ maintains several alternative portfolios on Brokerage Investors (What We Do -> Brokerage Investors). These portfolios emphasizes some alternative assets such as gold. Financial media have defined alternative assets in various ways. In this newsletter, we would like to discuss this concept in some details. 

The simplest and most popular definition is that any asset other than traditional stocks and bonds are defined as alternative assets. By this definition, not only commodities and gold are called alternative assets, even REITs (Real Estate Investment Trust) and TIPS (Inflation Protected Securities) are classified as alternative. Other definitions vary. 

We look at this problem from a different angle. Our key yardstick is so called intuitively productive assets. 

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