March 4, 2019: Global Stock Valuation Update
by MyPlanIQ | Mar 5, 2019 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
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.
Global Stock Valuation Update
Global stock markets had a big scare in December and now they have mostly recovered, as shown in the following table:
Major asset returns (as of 3/4/2019):
Among them, US assets (stocks and US REITs) have shown the strongest year to date returns.
We have regularly pointed out that US stocks are extremely overvalued. Let’s take a look at their recent valuation and compare with those in other parts of the world.