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, October 29, 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.

DoubleLine Shiller CAPE 10 Based Fund Review

We mentioned DoubleLine Shiller Enhanced CAPE Fund (DSENX) in a previous newsletter. Since then, several users have shown considerable interests and asked a few questions. In this newsletter, we will take a more detailed look at the funds. 


Long term readers are no strangers to Shiller Cyclically Adjusted PE 10 (CAPE 10) metric: it’s a long term stock valuation metric which MyPlanIQ has discussed and monitored for a long time. The metric tries to do away short term market noise by measuring current market Price Earnings (PE) using the past 10 year average PE ratio, i.e. the ratio of the current S&P 500 price over the average of the last 10 year S&P 500 companies’ composite earningsExplain CAPE 10. This metric is for S&P 500 index. MyPlanIQ has developed a simple CAPE10 metric based long term timing strategy portfolio P Shiller Cyclically Adjusted PE 10 SO SU Stock Market Timing Strategy Weekly Total Return Bond Funds As Cash listed on Advanced Strategies. We have regularly featured this portfolio in our previous newsletters. 

DoubleLine and Barclay extend this metric to US stock sectors instead and base the 10 US sectors (such as US consumer staples, materials, industrials etc.) to develop an investment strategy based index called Shiller Barclay CAPE US Sector Total Return Index for DoubleLine US mutual fund. The international mutual fund is based on  CAPE 10 metrics to invest in MSCI international sectors. 

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