Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.
For regular SAA and TAA portfolios, the next re-balance will be on Tuesday, January 3, 2017. You can also find the re-balance calendar for 2016 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.
Index ETFs Review
In our brokerage specific investment plans, we mostly use index ETF to construct portfolios. It’s our intention to review these funds regularly. Last time, we reviewed them in November 2, 2015: Broad Base Index Core ETFs Review.
The following table compares broad base US stock index ETFs:
US Equity Index ETF Performance Comparison (as of 11/25/2016):