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 Friday July 1, 2022.
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.
This is a brief newsletter to explain the current rebalance. We will have more detailed discussions in a newsletter after July 4, 2022 holiday.
The key factors behind our Asset Allocation Composite (AAC) strategy (and other strategies to a less extent) include the following:
We all know that all major stock indices including US stocks, foreign developed market stocks and emerging market stocks have negative trend scores for a while. See 360° Market Overview for more details.
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Diversified Asset Allocation Portfolios For Your Plans
| Vanguard ETF: | 10%* |  |
| Diversified Core: | 11%* | |
| Six Core Asset ETFs: | 10%* | |
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