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.

Recent Improvements

As always, we have continuously improved our portfolios and services. This newsletter describes some recent improvements. 

Composite market indicator improvement

We have improved our composite market indicator used in our AAC (Asset Allocation Composite ) strategy. Several important economic macro indicators are now incorporated in the indicator. This improvement has enabled us to avoid being overly pessimistic and reduced the impact of  short term market fluctuation on risk exposure. 

Furthermore, this indicator has been incorporated in our TAA (Tactical Asset Allocation) strategy also. In the modified TAA strategy, in addition to asset class and fund momentum score based selection, the composite market indicator is now used to help decide risk asset exposure. 

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