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 Wednesday April 1, 2020.

Please note: As of March 1, 2020, we officially phased 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.

Risk And Reward

Latest market behavior has been anything but calm, to say the least. Actually, for anyone who listens to news, it’s downright scary: consecutive and almost non-stop big daily loss for the past week and there is no sign of abating. Let’s first review some background information.

Twin evils for the economy

First, a word of clarification: common coronavirus have existed in human for a while in a flu (see CDC), the ‘novel’ or Covid-19 is a different breed of virus. We have seen many media reports (and even some officials) have confused with this new virus with the old ones. So be careful on reading those news.

The current virus outbreak is unfolding in a rapid speed, just as described in our previous newsletter. The continuing spread will eventually force local and federal governments to adopt more prevention measures that in turn affect both financial markets (evidently) and economy (later). This is what had caused big stock market loss last week.

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