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, October 14, 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.

Momentum Factor Stock ETFs

MyPlanIQ has tracked and studied momentum based investing since we started ten years ago. We regularly reviewed this investment methodology at various levels. See, for example, April 30, 2018: Momentum Investing Review that looked at momentum investing at stocks, industrial, sector and asset levels. 

In this newsletter, we look at momentum stock level ETFs, in particular, iShares MSCI USA Momentum Factor MTUM that has had an outstanding performance so far. 

Momentum factor stock ETFs performance

Major momentum based managers include MSCI Momentum index, S&P Momentum index, DWA and AQR (that mainly provides mutual funds). The following table shows momentum ETFs with the most AUM (Asset Under Management) (courtesy of 

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