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.

Note: Recently, we have encountered some issues with our email server. As a result, we might not be able to timely respond to your requests. If you have urgent issues, please kindly resend your requests to us. We apologize for the inconvenience. Thank you for understanding. 

Value ETFs

We continue our mini-series on factor ETFs. In this newsletter, we discuss value ETFs.

Value investing, or investing in stocks with cheap valuation, has been one of the oldest methods. Value has been well recognized as a main factor that can affect and outperform a broad base market index. Intuitively, it makes sense as buying cheap stocks and waiting for them to appreciate should do better than buying stocks without consideration of their expensiveness.  

Various value metrics

There are various metrics to gauge how expensive a stock is. This leads to various ETFs. The following table shows some of the main large cap value ETFs: 

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