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 Thursday October 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.

Surprised, Active Fixed Income Investors Have Done Better Than Stock Investors For The Last 20 Years!

Well, stock investors were briefly scared last week and now it looks like markets are back again. Popular stock market indexes like S&P 500 are just fractionally down below their all time highs. 

So it would be very surprising for many to see that active fixed income investments actually outdone stocks for the past twenty years.  

Bond funds vs. stocks

Let’s first take a look at the following chart: 

Please login or register an account to view the newsletter