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, August 20, 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.

A Guide To Conservative Portfolios

As promised in the previous newsletter, we will discuss how to construct conservative portfolios in more details.

We have addressed this topic several times in the past:

We strongly suggest that users interested in this subject read the above newsletters. It does seem that many users are still confused and it warrants to make this newsletter serve as a guide on this topic.

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