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.
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