August 3, 2020: Sound Investment Strategies
by MyPlanIQ | Aug 4, 2020 | 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.
Regular AAC (Asset Allocation Composite), SAA and TAA portfolios are always rebalanced on the first trading day of a month. the next re-balance will be on Tuesday September 1, 2020.
Please note: As of March 1, 2020, we officially phased out our old rebalance calendar for both SAA and TAA. They are now always rebalanced on the first trading day of a month.
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.
Sound Investment Strategies
In this week’s newsletter, we will do a little bit soul searching: refreshing the old concept of ‘sound’ investment strategies. We then will look at some of those portfolios/strategies we have followed for a long time.
What is a sound investment strategy
We have touched this topic several times in the past. The following are two relevant ones:
Every now and then, we always remind ourselves to refresh these basic concepts as they can be easily swayed/forgotten because of strong prevailing market conditions. We strongly suggest readers to (re)read the above newsletters, even you did read them sometime back.
