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 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.
About The Latest Rebalance
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:
Broad base stock markets trends
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.