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 Thursday April 1, 2021. 

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.

The Not So Orderly Market Rotation Amid Rising Bond Yields

Well, it happened that fast: though general stock market indexes have not dramatically changed, some huge market disruption has been indeed on going.  One can say we are now in a disorderly market rotation. 

Big disruptions: long term bonds and high flying tech stocks

Let’s first take a look at some of the recent damages: 

Virtually, other than floating rate bonds, all bond segments had a negative return in the last 4 weeks (as of 3/5/2021). See Fixed Income Asset Trend table on 360° Market Overview for more details:

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