July 22, 2019: Core Satellite Portfolios Balance Fluctuation
by MyPlanIQ | Jul 23, 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, August 5, 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.
Core Satellite Portfolios Balance Fluctuation
We have long advocated using a combination of Strategic Asset Allocation (SAA) and Tactical Asset Allocation(TAA) portfolios to help to mitigate fluctuations caused by either portfolio. In this newsletter, let’s look at a live example.
Conservative core satellite portfolio
In December 3, 2018: Conservative Core Satellite Portfolio newsletter, we discussed a composite portfolio that was designed to be a trade off between SAA and TAA portfolios. To recap, the portfolio Conservative Core Satellite consists of the two sub-portfolios:
Conservative-Static P_68733 50%
Balanced-Active P_69402 50%