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 1, 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.

What We Can Learn From The Seasonality Strategy

We maintain the stock seasonality strategy based portfolio on our Advanced Strategies page. Every now and then, we did review this strategy as it’s one of a few stock market anomalies that has been considered to exist. As we are now in June, officially entering summer, let’s take a look at this portfolio again and see what we can learn from it. 

The background

The strategy page has the following description: 

Previous research on seasonality indicated that the market’s pattern of favorable seasonality begins October 1st or November 1st and ends May 1.

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