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 August 3, 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.

Divergence Between Value And Growth Stocks Everywhere

Headline stock indexes are rising strongly, with Nasdaq composite making historical highs recently. However a closer examination reveals some big divergence, especially between value and growth stocks. 

Value stocks lagging behind

First, let’s take a look at our trend score table among nine US stock styles:

As of 07/17/2020

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