November 6, 2017: Newsletter Collection Update

Nov 7, 2017 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Investments, IRA, Markets, Mutual-Funds, Newsletter, 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, November 13, 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.

Newsletter Collection Update

Latest update: 11/6/2017

Highlighted are the recent articles

We have published numerous newsletters over the years and many readers have asked us to categorize and summarize our previous newsletters as they tend to cover various topics. We believe this is a good idea as many of them provide useful information that can be useful for both new and old users. We highly encourage users to read these newsletters as understanding many issues and our methodology is an inherent part of using our service. In the following, we select and list some newsletters in each category.

Portfolio Management

Asset Allocation and Other Investment Strategies

Strategic: 

Tactical

Asset Behavior

Strategic and Timing

Fund Selection

Core Satellite and Multiple Strategies

Momentum Strategies and their behavior. How various asset allocation strategies work in different market cycles

Strategy and Portfolio Evaluation
Risk Parity, Four Pillar and Permanent Portfolios

More newsletters can be found in these articles:

Portfolio Rebalance & Daily Management
Risk Management & Investor Behavior

Portfolio risk management techniques and issues. 

Investment Philosophy
Fixed Income, Dividend, Total Return Bond Funds & Conservative Allocation

The following newsletters address many concerns for retiree, conservative and income investors. 

Fund Review

Financial Planning & Retirement

Cash Management

Features & System Q&As

These newsletters address new features and how to for our system usage. 

Existing Portfolio Performance Reviews

In general, we review various portfolio performance in each newsletter. However, you can get latest up to date  performance result and comparison by clicking on links below portfolio comparison tables listed in our quarterly or annual review newsletters: 

Portfolios suggested by advisors and brokerages

Market Overview

The Q3 earnings report is near its end. Last week, 81% of S&P 500 companies have reported earnings. The result continues to be encouraging: the blend earnings is 5.9%, much better than 3% expected on June 30, 2017. For now, bond market seems to avoid another death threat – the 10 year Treasury note’s yield retreated from the ‘critical’ (experts deemed) level of 2.4%: 

As we are now entering a seasonally favorable period for stocks, investors are much in favor of those large growth technology stocks . US stock indexes continue to make record highs. Talk about momentum. However, as we have repeatedly pointed out, this is not a good time to take excessive risk, regardless of the ‘good’ backdrop for the markets. Stay the course and manage risk properly.  

For more detailed asset trend scores, please refer to 360° Market Overview. 

Now that the Trump administration has been in the office for more than half a year, it has stumbled and encountered many difficulties to implement its promised changes in terms of tax cuts, job stimulation and infrastructure spending. On the other hand, stocks continued to ascend, regardless of the progress. Looking ahead, however, we remain convinced that markets will experience more volatilities at some point when reality finally sets in. 

In terms of investments, U.S. stock valuation is at a historically high level. It is thus not a good time to take excessive risk. However, we remain optimistic on U.S. economy in the long term and believe much better investment opportunities will arise in the future. 

We again would like to stress for any new investor and new money, the best way to step into this kind of markets is through dollar cost average (DCA), i.e. invest and/or follow a model portfolio in several phases (such as 2 or 3 months) instead of the whole sum at one shot. 

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Disclaimer:
Any investment in securities including mutual funds, ETFs, closed end funds, stocks and any other securities could lose money over any period of time. All investments involve risk. Losses may exceed the principal invested. Past performance is not an indicator of future performance. There is no guarantee for future results in your investment and any other actions based on the information provided on the website including, but not limited to, strategies, portfolios, articles, performance data and results of any tools. All rights are reserved and enforced. By accessing the website, you agree not to copy and redistribute the information provided herein without the explicit consent from MyPlanIQ.

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