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 February 1, 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.

Our Investment Philosophy For 2021 And Beyond

Happy New Year! For most people, 2020 is a year that couldn’t be forgotten faster. Fortunately, it’s now over and we are in the brand new 2021. 

In this newsletter, we outline our investment philosophy for the coming years. Our philosophy has been always the same but we believe it’s useful to outline it more clearly and emphasize some important points in the current environment. We believe this can be useful for subscribers to understand clearly what we offer. 

Basic principles

The most essential and fundamental belief in our investment philosophy is that one has to stick to a well defined investment strategy for a long period of time. By strategy, we mean it’s based on a set of clearly defined rules that react to the prevailing and current economic and financial market conditions. Our favorite quote is that ‘a strategy is not a strategy if its rules keep changing’. 

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