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, November 9, 2015. You can also find the re-balance calendar for 2015 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.

Broad Base Index Core ETFs Review

As due diligence, we regularly review ETFs used in our major brokerage plans. In this newsletter, we look at and compare broad base index ETFs that represent core asset classes. These ETFs are used in brokerage ETF plans including

US Equity

The following table compares broad base US stock index ETFs: 

US Equity Index ETF Performance Comparison (as of 11/02/2015):

Please login or register an account to view the newsletter