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, March 18, 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.

“Best” Balanced Fund And Portfolios Revisited

Our previous newsletter December 3, 2018: Conservative Core Satellite Portfolio drew quite some interests from our readers. This is not surprising as many of our users are more risk conscious than an average investor. In the following, we are revisiting the fund and portfolios mentioned in the newsletter. 

Core satellite 50 to 70 percent balanced portfolio

In the previous newsletter, we introduced Conservative Core Satellite portfolio that essentially can have at most 50% stock exposure, which belongs to conservative allocation category.  In this newsletter, we introduce 50-70 Percent Core Satellite Balanced Portfolio,  a balanced/moderate core satellite portfolio that can have at most 70% stock allocation. The portfolio consists of the following components: 

DividendStocks VDIGX 10%
USREITs VGSIX 5%
TotalReturnBonds P_46880 30%
TacticalStocks P_61056 55%

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