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 December 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.

Polls Are Useless vs. This Investment Strategy Doesn’t Work!

By the time you are reading this newsletter, it’s probably a nail biting time (less than 24 hours to go) to wait for the US president election result. The voter turnout of this election might be the highest presidential-year turnout since 1908. To make the matter more serious, it’s hotly debated and highly polarized. 

What’s interesting is that we can see/learn something from election polling and apply this to investing in financial markets. 

Polls are useless! Are they really?

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