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 28, 2016. You can also find the re-balance calendar for 2016 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.

International Exposure Of U.S. Large Companies

In previous newsletters, we alluded that multinational companies in the US have large international exposure in terms of their revenue and profitability. In this newsletter, we want to delve into this topic in more details and discuss its effect on asset allocation, especially in light of a Trump presidency. 

S&P 500 companies international exposure

Depending on the methodology, it’s estimated that S&P 500 companies have more than 1/3 to 40% oversea revenue: 

Factset’s data (as of 11/18/2016):

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