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.

International Diversification Effect

For many global oriented asset allocation investors, 2017 so far has been an interesting year. To begin with, at the beginning of the year, we were very concerned about US stocks’ valuation. We have indicated our uneasiness on this for quite some time. In fact, if one looks at the time the long term valuation based portfolio P Warren Buffett Total Stock Market Valuation to GNP Ratio SO SU Weekly Strategy Total Return Bond Funds As Cash went into ‘cash’ or bonds, it was in December 2014. So 2 and half years and going. 

On the other hand, many good investment managers such as PIMCO All Asset’s Rob Arnott were steadfast to point out that emerging market stocks and international stocks were much undervalued, compared with US stocks. So these funds maintained or overweighed their exposure in these stocks. This has proved to be very effective. Thus far, the international diversification again proves its mantle in asset allocation. 

US stocks lagged this year

As much as investors are happy with stock returns this year, it turns out US stocks have lagged behind foreign stocks: 

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