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, November 13, 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.

A Primer For Portfolios

Recently, we have received many requests/questions regarding our portfolios. We do recognize that MyPlanIQ provides various portfolios at different levels that can often confuse our users. In this newsletter, we want to explain our portfolio usage. 

Plans and portfolios

First, a word on the often confusing concepts: plans and portfolios on A plan is just a list of candidate funds or investment options. It’s similar to a 401k plan that only allows to choose investment funds from a selected list. A portfolio is a collection of funds that are selected dynamically from the list of candidate funds in a plan, if the portfolio belongs to a plan. A portfolio does not necessarily belong to a plan. Those portfolios listed on Advanced Strategies and static portfolios usually are not associated with a plan. 

Types of portfolios

There are four types of portfolios. 

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