Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on Tuesday, September 5, 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.

Portfolio Performance: A Walk In The Past

Until recently, our tactical portfolios have been in a dog house for quite some time. However, in the past several months, as international and emerging market stocks have out performed US stocks, the performance of these portfolios have started to pick up. For example, here is the latest performance comparison for our representative tactical portfolio P Goldman Sachs Global Tactical Include Emerging Market Diversified Bonds (listed on Advanced Strategies page):

As of 8/18/2017

P Goldman Sachs Global Tactical Include Emerging Market Diversified Bonds13.2%12.2%4.9%8.7%9.8%
VFINX (Vanguard (S&P 500) Index)9.7%13.1%9.3%13.6%7.5%
VBINX (Vanguard Balance (60% stocks/40% bonds)6.5%7.5%6.3%8.9%6.7%

In fact, we started to see some noticeable activities from our users as some of them are ‘encouraged’ by the recent out performance. This reminds us of the newsletter we wrote two and half years ago. In that newsletter, we quoted a user’s comment on the above portfolio that was all upbeat (and puzzled). Here is some partial quote (see the newsletter for a more complete one):

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