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 2, 2020.

Please note: As of today, we now officially phase 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.

Long Term Stock Valuation Based Investment Strategies

By practically any sensible long term stock valuation metrics (for example, those listed on our Market Indicators page), current stock market valuation is extremely overvalued. The problem is what to do with it.

One obvious way is that when stocks are very overvalued, you switch to cash and then wait patiently until they become undervalued and get back in. This is the typical ‘market timing’ method. Of course, it has been thoroughly discredited in media.

In this newsletter, we dive in a bit deeper to analyze this issue.

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