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 December 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.

Higher Return Portfolios

As you might know, our service for basic subscribers is designed for simplicity and reasonable returns. For this group of users, they might not want to deal with overly complicated portfolios or those that demand more active involvement, both physically (rebalancing/trading) and mentally (too much volatility/fluctuation of a portfolio’s value). Our basic portfolios are asset allocation portfolios. For brokerage accounts, they are essentially AAC (Asset Allocation Composite) portfolios based on low cost ETFs (MPIQ ETF Allocation Moderate or customized with different risk profile like MPIQ ETF Fixed Income or others with more risk exposure). For 401k plan accounts, they are again AAC portfolios tailored to a plan’s investment options. 

However, every now and then, we are often asked by our subscribers on higher return portfolios. We do provide a small subset of portfolios which are considered to be suitable for advanced (expert) subscribers. They are usually listed on Advanced Strategies. In this newsletter, we will discuss several higher return portfolios for brokerage investments. 

Technology ETF to boost global tactical portfolio’s return

One way to boost returns is to include technology specific funds. With our strong technology background, we have a strong belief (and might be biased) on the technology impact to our economy and social life. In fact, as AI (Artificial Intelligence), big data, communication and genome/bio technology are advancing rapidly in recent years, many traditional industries are disrupted and upended. In the coming decades, technology driven industries are going to become a norm instead of a novel thing. 

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