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 11, 2019. You can also find the re-balance calendar for 2019 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.

Tactical Asset Allocation Portfolio Review

For the first in the past several years, tactical asset allocation (TAA) strategies became relevant in late 2018. Unfortunately, as US stocks really started to weaken in October 2018 and then it experienced a seesaw fashion, the downtrend only began to materialize in December, which was too late to show its strength. 

In fact, the TAA portfolios mostly underperformed their strategic asset allocation (SAA) counterparts in 2018, even in the presence of the volatile months in late 2018. 

Before we proceed to review these portfolios, let’s look at the major asset performance table cited in the last newsletter: 

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