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, February 26, 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.

Trend Review

Market selloff continued last week. However how fast this selloff has been, by looking at closely trends in various market segments, we can conclude that

  • Stocks are still in an up trend
  • Bonds are in a downtrend broadly

Of course, such observation can change as time goes. For now, let’s review the trends.

Stock trend

The trend scores of major assets:

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