Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on Tuesday, May 28, 2019. You can also find the re-balance calendar for 2019 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

As US stocks (S&P 500) is now at its record high, it’s a good time to take a look at the current major asset trends. 

US REITs and stocks are again leading

The following trend score table shows that US assets are again leading the world:

Major Asset Classes Trend ( as of 04/26/2019)

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