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 Wednesday April 1, 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.

The Risk Of Coronavirus Outbreak

Now that the coronavirus or Covid-19 (official name) finally started to rear its ugly head in the US and the rest of the world outside of China, it has caused widespread confusion, fear and/or complacency. In this newsletter, we try to summarize what we know and discuss its implications to financial markets and economy. 

A disclaimer: by no means we are the professionals in healthcare field. The following discussion is drawn upon some (hopefully) credible sources and we are doing our best to be objective and rigorous. 

The new coronavirus outbreak: this is not a flu

Currently, we see two extremes of opinions. On one extreme, people think this is a very serious disease that has many scary unknowns (such as whether there will be a vaccine, whether there will be a cure and whether there will be permanent damage even for those who are cured, etc.). From the chaotic response in the early outbreak in China and now in other regions to the sometimes very high fatality rates (such as the one in Iran and in Hubei, China, the epic center of the initial outbreak in China), these people hold a very gloomy view. 

Please login or register an account to view the newsletter