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):
Ticker/Portfolio NameYTD
1Yr AR3Yr AR5Yr AR10Yr AR
VTI (Vanguard Total Stock Market ETF)12.6%6.0%14.4%10.0%17.4%
VNQ (Vanguard REIT ETF)12.3%19.3%7.4%8.4%18.3%
VEA (Vanguard FTSE Developed Markets ETF)10.6%-3.9%9.2%2.7%10.0%
VWO (Vanguard FTSE Emerging Markets ETF)9.4%-9.3%12.2%4.1%9.7%
VNQI (Vanguard Global ex-US Real Estate ETF)8.8%0.8%9.0%5.4% 
BND (Vanguard Total Bond Market ETF)1.2%3.5%2.0%2.2%3.4%

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. 

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