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.

Advanced Minimum Equity Portfolios

In June 1, 2020: Minimum Equity Portfolios, we stated that our basic subscribers’ AAC portfolios now always have some minimum equity (stock) exposure (up to 20%). We have always believed in core satellite portfolio concepts and advocated an investor’s overall investments should have both a strategic allocation portfolio (core) and a tactical allocation portfolio (satellite). We also pointed out that if the strategic/buy and hold stock exposure is controlled to be of conservative portion, i.e. up to 20%-30% at most, it would not increase much of the overall investment risk. 

We have received several requests since on what would such a minimum euqity portfolio look like in terms of returns and risk for some of the adanced portfolios listed on Advanced Strategies page. This newsletter will try to look at some of these portfolios. 

Minimum equity tactical portfolios 

Our minimum equity portfolios are static portfolios that consist of the following:

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