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, September 24, 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.

Value, Growth And Blend Stock Style Investing

In stock investing, it’s popular to talk about value investing as many famous investors such as Warren Buffett are all classified as value investors. For many index fund investors, value investing is immediately associated with value tilted index funds such as Vanguard large or small cap value funds. Unfortunately, there are some subtle details that investors should be aware of. 

First, let’s look at the performance.

Historical performance

In general, other than the size (large, mid, small cap) factor, value (value, growth, blend) is the other factor/style that can have major impacts on a portfolio/fund’s returns. The following shows the recent returns among them:

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