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.

Fixed Income Funds Update

In this newsletter, we will review some bond mutual funds used in our Fixed Income Mutual Fund Portfolios. We will first look at the Morningstar Awards in 2020 and then discuss some of these funds performance. 

But before doing this, let’s continue our discussion on polls now that the US election is over (at least the voting part is for sure over). 

Polls are vindicated! Are they?

Barring an unlikely (but still possible) event of vote count changes in some key states, the US president election confirmed the higher odd prediction of polls: the Democratic candidate Joe Biden, as expected by most polls, won the election, at least based on major news networks. 

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