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, January 22, 2017. You can also find the re-balance calendar for 2017 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.

Tactical Portfolios Review

We continue to review the performance of portfolios using our another core asset allocation strategy – Tactical Asset Allocation(TAA). The strategy is momentum based: it ranks momentum (trend score) of the total returns (i.e. dividend reinvested) of major core asset classes and chooses top assets to invest for a pre-selected risk level. We will comment the strategy in some more details at the end of this newsletter.

First, as quoted in the previous newsletter (January 8, 2018: Strategic Portfolios Review), emerging market stocks, developed country stocks and US stocks are the three best performing assets last year.

Major Index ETF Performance Comparison (as of 1/5/2018):

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