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, November 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.

Multi-factor ETFs: Value And Momentum

We have so far introduced most of stock factors that have shown long term outperformance over popular capitalization weighted broad base stock indexes such as S&P 500. These factors include quality, momentum, value and low volatility. ETFs based on these factors have become more popular and some of them have commanded enough liquidity to be used in portfolios. Interested readers can refer to our previous newsletters on these subjects. 

Along with these factor ETFs, attempts have been made to construct ETFs that consist of multiple factors. The thinking is that these multi-factor ETFs can even make it easier for investors to construct a portfolio without being bothered with individual factor ETFs. 

In this newsletter, we first look at how ETFs with two main factors value and momentum  have performed, compared with a portfolio with simple equal weighted factor ETFs. 

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