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

Regular AAC (Asset Allocation Composite), SAA and TAA portfolios are always rebalanced on the first trading day of a month. the next re-balance will be on Monday, February 3, 2020.

Please note: As of today, we now officially phase out our old rebalance calendar for both SAA and TAA. They are now always rebalanced on the first trading day of a month. 

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.

Rebalance date change

Several users expressed their concerns and confusion on our rebalance calendar. We want to emphasize that from now on: 

We now officially phase out our old rebalance calendar for both SAA and TAA. All SAA, TAA and AAC portfolios are now always rebalanced on the first trading day of a month. 

On the other hand, expert users can still have options to set their rebalance dates, though we strongly suggest that, based on our extensive studies, end of a month and the beginning of a month usually exhibit better performance (returns) results for a long period of time. 

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