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, April 17, 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.

Quarter End Asset Trend Review

The first quarter of this year ended with some volatility. In this newsletter, we review the major asset trends and discuss several possible scenarios. 

Asset Trends

Let’s look at the performance in the 13 weeks (about a quarter) and the asset trend scores: 

Major Asset Classes Trend


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