January 8, 2018: Strategic Portfolios Review

by | Jan 9, 2018 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

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, January 22, 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.

Strategic Portfolios Review

It’s a good time to review what has happened in 2017. Several things stood out last year: stock indexes were unusually strong and calm, seldom had large correction. Everything seemed to go up that year in a near perfect Goldilocks environment (low inflation and reasonable growth).

Nevertheless, let’s first look at the returns of major assets.

Returns of major assets

Major Index ETF Performance Comparison (as of 1/5/2018)

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