Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on Monday, July 27, 2015. You can also find the re-balance calendar for 2014 on ‘Dashboard‘ page once you log in.

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.

Please note that we now list the next re-balance date on every portfolio page.

Core ETF Commission Free Portfolios

MyPlanIQ has maintained several plans that utilize brokerage suggested ETFs. Most of these plans are for a brokerage available commission free ETFs. In general, we have maintained these lists of ETFs as they are suggested or available in a brokerage. However, like those brokerage suggested mutual funds, many such commission free ETFs are not ideal for our portfolio building. In fact, some of them have created problems for our portfolios. Similar to our effort to clean up and make more durable plans for mutual funds:

we would like to further clean up these ETF portfolios that are based on brokerage suggested commission free ETFs.

First, let’s look at the issues for these ETFs

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