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, October 29, 2018. 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.

Asset Trend Review

Just right after we proclaimed a boring US market last week, US bonds, especially long term bonds, started to drop while US stocks showed some considerable weakness. In this newsletter, we want to review them in more details. 

Major asset trends

Virtually, other than US stocks and commodities, all other major assets are in negative downtrend. US high yield bonds are now also teetering to the downside: 

Major Asset Classes Trend

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