August 3, 2015: Slippery Asset Trends
by MyPlanIQ | Aug 4, 2015 | 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 31, 2015. You can also find the re-balance calendar for 2014 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.
Slippery Asset Trends
Now that we are officially in August, the last month of summer, it is a good time to look at asset trends. First, here is the major asset class rankings using index ETFs:
Major Asset Classes Trend
07/31/2015
| Description | Symbol | 1 Week | 4 Weeks | 13 Weeks | 26 Weeks | 52 Weeks | Trend Score |
|---|
| US Stocks | VTI | 1.19% | 1.17% | 0.37% | 6.52% | 11.47% | 4.15% |
| US Equity REITs | VNQ | 1.19% | 3.8% | -0.23% | -7.25% | 9.89% | 1.48% |
| International Developed Stks | VEA | 1.39% | 0.55% | -2.36% | 7.25% | 0.09% | 1.38% |
| Intermediate Treasuries | IEF | 0.6% | 1.69% | 0.0% | -2.8% | 4.63% | 0.83% |
| Total US Bonds | BND | 0.32% | 0.88% | -0.44% | -1.85% | 2.11% | 0.2% |
| Treasury Bills | SHV | -0.02% | -0.02% | 0.0% | 0.01% | 0.0% | -0.01% |
| Emerging Market Stks | VWO | -0.18% | -6.7% | -12.41% | -2.99% | -10.59% | -6.57% |
| Commodities | DBC | -2.54% | -11.38% | -13.9% | -9.6% | -37.38% | -14.96% |
However, looking at the return charts of these major assets, one can see different pictures:
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