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, July 16, 2018. 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.

Conservative Allocation Mutual Funds Based Portfolios

Recently, we received a user’s question/request on conservative allocation portfolios:

 I have an interest in managing some money in a conservative portfolio.  I have accounts at Fidelity, so I had some interest in the portfolio below.  However, looking at the performance of this portfolio vs other conservative funds shown below, has me thinking, why would anyone follow this portfolio​?  It greatly underperforms the other options.  I’d like to see a newsletter address your group’s current thinking on conservative portfolios.  There has to be something better than Fidelity Conservative Allocation for Fidelity investors.  Or this portfolio needs to be restructured.

The portfolio and comparison the user refers to is as follows: 

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