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 November 2, 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.
Asset Trend Review
We just had a rebalanced on October 1 last week. Amid so many dramas in the presidential election, the Covid pandemic and economic developments, t’s a good time to review the current situation.
Major asset trends are up
Virtually, all major asset classes are in up trend:
As of 10/02/2020 (see 360° Market Overview), the following table shows the trend scores of major asset classes: