Dynamic Rebalancing Signals

Rebalance signals tracked since January 2009

    DateActionsAsset ClassMay 2009Buy to OverweightAll StocksNov 2009Sell to TargetAll StocksFeb 2010Sell to TargetStocks + BondsMay 2010Sell to UnderweightAll StocksNov 2010Buy to TargetBondsApril 2011Sell to UnderweightAll StocksNov 2011Buy to TargetStocks + BondsMay 2012Sell to TargetUS StocksNov 2013Sell to TargetSmall CapMar 2018Sell to TargetSmall Cap + Emerging EquityFeb 2019Buy to TargetSmall Cap