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.

Smart Factor ETFs

As ETFs and index funds have become more and more popular, so called factor based ETFs have been flooded to the ETF marketplace. In this newsletter, we briefly discuss these smart factor based indexes. 

First, let’s look at the existing (and old) style stock classification. 

The nine box size, value and growth styles

The most widely used stock classification is the so called capitalization (size), value and growth style classification as follows: 

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