June 25, 2018: What Can We Learn From GE’s Removal From Dow Jones Index?

by | Jun 26, 2018 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

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 16, 2018. You can also find the re-balance calendar for 2017 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.

What Can We Learn From GE’s Removal From Dow Jones Index?

GE was booted out of Dow Jones Industrial Index last week. This caused some media sensation. For example, The Wall Street Journal stated in the article titled as GE Drops Out of the Dow After More Than a Century as:

a milestone in the decline of a firm that once ranked among the mightiest of blue-chips and was a pillar of the U.S. economy.

We at MyPlanIQ have long maintained that one should never just simply buy and forget a business, being a stock or a fund, regardless of how wonderful the business is. In this newsletter, we want to delve into this subject in some details. 

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