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 Tuesday September 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.

Sound Investment Strategies

In this week’s newsletter, we will do a little bit soul searching: refreshing the old concept of ‘sound’ investment strategies. We then will look at some of those portfolios/strategies we have followed for a long time. 

What is a sound investment strategy

We have touched this topic several times in the past. The following are two relevant ones:

Every now and then, we always remind ourselves to refresh these basic concepts as they can be easily swayed/forgotten because of strong prevailing market conditions. We strongly suggest readers to (re)read the above newsletters, even you did read them sometime back. 

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