March 11, 2019: Consumer Staples Sector Review
by MyPlanIQ | Mar 12, 2019 | 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, March 18, 2019. You can also find the re-balance calendar for 2019 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.
Consumer Staples Sector Review
A broad market index can be further divided into so called sectors based on a company’s industry category. For example, S&P 500 right now has the following 11 sectors:
ETF Symbol | Select Sector SPDR Fund |
---|
XLC | Communication Services |
XLY | Consumer Discretionary |
XLP | Consumer Staples |
XLE | Energy |
XLF | Financials |
XLV | Health Care |
XLI | Industrials |
XLB | Materials |
XLRE | Real Estate |
XLK | Technology |
XLU | Utilities |
Among them, XLC is an expanded/renamed telecommunication sector that now includes Facebook, Google, Netflix and even video game companies like Electronic Arts. Also, S&P now finally includes a stand alone Real Estate sector XLRE. In fact, long term MyPlanIQ clients know that we treat Real Estate Investment Trusts (REITs) as a major asset class, not just merely a sector.
In this newsletter, we want to take a closer look at another major sector, Consumer Staples.