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, July 1, 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.

Latest Performance Comparison Among Several Advanced Strategies

Many of our subscribers might have felt the recent underperformance of MyPlanIQ strategies. This is especially true for Tactical Asset Allocation(TAA) based portfolios in the context of soaring US stock market. We have addressed this issue several times. In this newsletter, we look at the long term performance comparison on several strategies listed on Advanced Strategies page. 

Long term returns since 2001

Our representative portfolio P Goldman Sachs Global Tactical Include Emerging Market Diversified Bonds (the GTAA portfolio) operates among a list of candidate funds that represent major assets of global stocks, REITs and bonds. As US stocks have been a lone superstar asset for the past 10 years, this portfolio’s recent returns have been discouraging, causing more and more people to doubt its long term effectiveness. 

In the following table, we pick several good US centric stock strategies listed on  Advanced Strategies page and compare their returns with the representative portfolio as well as S&P 500 index (Vanguard 500 index fund). All returns are total returns that include dividend reinvested. 

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