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 January 4, 2021. 

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.

Holiday schedule

We will not publish newsletters on 12/21 and 12/28 because of holiday schedule. We will resume our publication on 1/4/2020. 

We wish everyone a joyful holiday and happy New Year! Stay safe and healthy!

Style and Factor ETFs Portfolio Reviews

We feature two main advanced portfolios that are based on stock styles and factors. In this newsletter, we review these portfolios. 

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