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% 

Please login or register an account to view the newsletter