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: 

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