Re-balance Cycle Reminder Based on our monthly re-balance calendar, the next re-balance time will be on Monday, September 10, 2012. You can also find the re-balance calendar of 2012 on ‘My Portfolios’ page. 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 [...]