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 June 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.

Latest Portfolio And Trend Review

By now, investors have been mostly scared and likely are in a very bearish mood. In this newsletter, we review our portfolios and also comment on asset and economy trends. 

Mixed portfolio performance

Our latest portfolio performance can be summarized as: on equity side, we are in par with current stock major indexes such as S&P 500. On bond/fixed income side, we significantly outperformed broad bond index funds such as BND and all of the ‘excellent’ total return bond funds including PIMCO total return, PIMCO Income and DoubleLine total return fund, continuing our long streak of outperformance. 

Allocation portfolio Performance Comparison (as of 5/23/2022)

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