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, February 26, 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.


In the previous newsletter, the 2017 return column of multi-asset tactical portfolios was erroneous. The corrected table should be as follows:

Portfolio Performance Comparison (as of 1/12/2018, all returns are dividend reinvested)

Ticker/Portfolio Name20173Yr AR5Yr AR10Yr AR15Yr ARSince 1/2/2001Max Drawdown
P SMA 200d VFINX Total Return Bond As Cash Monthly21.7%11.9%14.9%13.7%14%12.7%17.5%
P Goldman Sachs Global Tactical Include Emerging Market Diversified Bonds22.2%6.7%9.8%9.3%13.4%13.1%17.2%
P Goldman Sachs Global Tactical Include Emerging Market Diversified Bonds Top 222.3%4.0%9.4%8.8%13.5%13.3%21.5%
VFINX (Vanguard 500 Index Investor)21.7%13.4%15.8%9.3%9.7%6.6%55.5%

You can also read the corrected one here.

Please login or register an account to view the newsletter