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.

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