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 March 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.

REITs And Major Asset Trends

In this newsletter, we review major asset trends and discuss REITs in more details. 

Major asset trends: almost everything is up

Though we are probably still in the Covid-induced recession at the moment, the effect of the ultra strong stimulus on asset prices is unmistakable: virtually everything has been up so far: 

Major Asset Classes Trend (as of 01/29/2021)

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