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, March 28, 2016. 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.

Small And Large Company Stock Performance In Different Economic Expansion Cycles

US small and large company stocks are important in portfolio construction. Traditionally, small cap (company) stocks have out performed large cap stocks in the long term. However, these two categories of stocks can diverse dramatically for several years. Their divergence usually signals various economic expansion cycles. 

Long term small cap stock performance

We compare Vanguard small cap index fund (NAESX) with Vanguard large cap S&P 500 index fund (VFINX): 

Small vs. Large stocks (as of 3/21/2016):

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