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 May 3, 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.

New And Old Useful Features

In this newsletter, we would like to review some new and useful features that we have found many users are often unaware of. Some simple tricks to use them can be handy to many users. 

The two recommended ETF model portfolios

To simplify our offerings, we began to automatically add two ETF portfolios to every subscriber’s dashboard:

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