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 SymbolSelect Sector SPDR Fund
XLCCommunication Services
XLYConsumer Discretionary
XLPConsumer Staples
XLEEnergy
XLFFinancials
XLVHealth Care
XLIIndustrials
XLBMaterials
XLREReal Estate
XLKTechnology
XLUUtilities

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. 

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