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, April 2, 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.

Pros And Cons of Strategic And Tactical Portfolios In 2018

Recent market slump gives investors some taste on the severity of the next correction that might be caused by monetary tightening/inflation/rate hikes. 2018 might very well turn out to be a year when it really becomes the end of the last super bond bull market since 1982. Yes, it has been that long, almost 35 years!

What’s worse,  stock market valuation is at a historically high, close or even more expensive (depending on what valuation metrics you use) than any period in the last 35 year. That means stocks are now in a comparable or worse situation than those before the 2000 bear market or 2008 recession. 

In a word, we are in an unusual environment. In light of this, we think it’s a good time to recap/review what are the pros and cons for the two strategies MyPlanIQ advocates:  Strategic Asset Allocation (SAA) and Tactical Asset Allocation(TAA)

Please login or register an account to view the newsletter