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

Regular AAC (Asset Allocation Composite) portfolios are always rebalanced on the first trading day of a month. 

For regular SAA and TAA portfolios, the next re-balance will be on Monday, December 23, 2019. You can also find the re-balance calendar for 2019 on ‘Dashboard‘ page once you log in. Please note that we are phasing out this rebalance calendar. 

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.

Portfolio Constructions For Advanced Users

Recently, as one of the major efforts to improve our ease of use and performance, we have made some major changes in our offerings. Specifically, we introduced AAC (Asset Allocation Composite) strategy and simplified our portfolio suggestions to basic users. Interested readers can refer to the following newsletters for details: 

In this newsletter, we will try to clarify our services and then discuss how to utilize our suggested portfolios for advanced (expert and pro) subscribers. 

AAC, SAA and TAA

We have received several email questions on the recent changes. Specifically, users are concerned about what happens to SAA and TAA. The following are our intentions: 

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