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 Tuesday January 3, 2023.
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.
As we just had a major rebalance last week, it’s pertinent to review the latest market and economy trend.
As of the last Friday, major stock asset trends were encouraging:
| Description | Symbol | 4 Weeks | 13 Weeks | 52 Weeks | Trend Score |
|---|---|---|---|---|---|
| International Developed Stks | VEA | 10.87% | 10.93% | -6.28% | 3.33% |
| US High Yield Bonds | JNK | 4.2% | 3.78% | -3.83% | 1.29% |
| US Stocks | VTI | 7.97% | 4.6% | -9.69% | 0.97% |
| Treasury Bills | SHV | 0.3% | 0.97% | 1.45% | 0.85% |
| Emerging Market Stks | VWO | 8.37% | 1.5% | -14.25% | -0.78% |
| Total US Bonds | BND | 5.38% | 0.14% | -10.31% | -0.89% |
| US Equity REITs | VNQ | 7.31% | -2.51% | -14.11% | -3.27% |
Among US stocks, other than high growth stocks, most had positive trend scores:
Please login or register an account to view the newsletter
Diversified Asset Allocation Portfolios For Your Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
Bogleheads Latest Posts