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, December 18, 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.

As we are approaching to the holiday season, we would like to thank our users for their continuing support through out the years. We wish everyone a relaxing and warm Thanksgiving! We will not have a newsletter on 11/27/2017 and will return in December. 

Thankful And Mindful

The first thing comes to mind when reviewing one’s investment accounts this year is that many would be very pleased. By looking at the following returns, it’s hard to imagine what can go wrong unless you are totally betting against markets right now: 

Major Asset Performance (as of 11/20/2017):
Asset Index FundYTD
1Yr AR
VTI (Vanguard Total Stock Market ETF)17.1%20.2%
VEA (Vanguard FTSE Developed Markets ETF)22.4%25.6%
VWO (Vanguard FTSE Emerging Markets ETF)27.9%29.7%
VNQ (Vanguard REIT ETF)7.5%15.1%
DBC (PowerShares DB Commodity Tracking ETF)3.0%12.2%
BND (Vanguard Total Bond Market ETF)3.5%3.3%


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