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 June 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.

The Real, Sensible And Wise Warren Buffett

Last weekend, Warren Buffett, one of the most famous and highly revered investors in the world, held a live online virtual annual shareholder meeting for his company, Berkshire Hathaway. Buffett, a man of almost 90 years old, ran the meeting non-stop for almost 5 hours and again delivered  valuable and memorable business, finance and life lessons.

Though many in the internet were quick to point out that this might be the first time Buffett was pessimistic, uncertain and sometimes contradicting, we think this offers a good opportunity for us to see a real and sensible Buffett from whom average investors can learn a great deal. 

Buy and hold? 

Buffett has been widely quoted to be a buy and hold stock investor: financial advisors, service firms and media often use his name to persuade people to stay the course in stock investing: perpetually buying and holding stocks forever. He himself did have quotes like “Our favorite holding period is forever.” So it was shocking for many to hear that Berkshire Hathaway liquidated all of its four major airline stock holdings in this crisis, most likely during the market bottom in March. So what happened?

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