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 July 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.

Minimum Equity Portfolios

Yesterday we had a monthly rebalance. We have made some change on our (Asset Allocation Composite (AAC)  based portfolios. In this newsletter, we will explain the change and then discuss the current market conditions. 

Core satellite minimum equity holding portfolios

We are constantly refining our services to a more simplified model for average investors. We offer MPIQ Core ETFs Asset Allocation Composite Moderate or mutual fund one for taxable brokerage accounts and also customizable AAC portfolios for a retirement plan (such as 401k or 457) (see for example, retirement plan page). Before we go into any further, we want to emphasize that the change is only applicable to the AAC based portfolios related to a plan. The composite momentum based portfolios on Advanced Strategies are not changed. We want expert users to still have options to assemble from several advanced portfolios. 

For users who are following these AAC portfolios, they might have noticed that these portfolios started to take some exposure to stocks. However, they mos likely didn’t go to the full target stock exposure level. 

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