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.

International Stocks vs. US Stocks

International stocks are still cheaper and they are doing better now. In this newsletter, we review their valuation and discuss their roles in our asset allocation portfolios. 

Recent returns

We have long argued that one needs to diversify among international stocks (both foreign developed country stocks and emerging market stocks). However, for the past 11 years or so, US stocks have continued to defy many, outperforming foreign stocks by a large margin.

Let’s first take a look at the returns for the past 10 years: 

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