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, July 31, 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.

Half Year Asset Trend Review

Financial markets in the first half of the year have been awfully calm. As we stated previously, implied volatility measured by CBOE VIX (an aggregate option implied volatilities of S&P 500 stocks) has been at some of lowest levels since 1990. This has occurred in the backdrop of elevated high stock valuation, the rising interest rate globally and the uncertain political environment of the first year of a new US president. 

Let’s first look at the major asset trends in the first half:

Major asset trends

The six core assets have fared quite differently:

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