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.

Factor ETF Rotation

We have featured several newsletters in the past several months on factor ETFs. In last week’s newsletter, we featured a multi-factor allocation portfolio that shows a great promise to utilize these ETFs in portfolio construction.

In this newsletter, we show that a simple momentum based rotation among these factor ETFs can even better the static multi-factor allocation portfolio. 

Factor ETF Rotation

In the following table, we compare the returns of momentum based rotation portfolio P Momentum Scoring Factor ETFs Momentum Value Low Volatility Quality with the static multi-factor allocation portfolio Multi-factor Value Momentum Quality Low Volatility

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