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, October 9, 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.

Invest And Speculate Revisited

By now, most our readers would agree that US stocks are extremely expensive based on many well known long term valuation metrics. Furthermore, it has also been widely pointed out that the future stock returns will be extremely low. John Hussman has argued for some time now that US stocks would virtually return nothing or even lose in the coming 12 years. A recent white paper The S&P 500, Just Say No by James Montier in GMO even predicts -3.9% annual loss in their 7-year forecast:

As always,  the GMO white paper is full of good insights and we highly recommend it. 

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