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.

Market Indicator And Momentum

Since our inception in 2008, MyPlanIQ has featured and monitored various momentum based strategies. Specifically, our Advanced Strategies page has listed some of these representative portfolios. Periodically we reviewed momentum based strategies at various levels including industries, sectors and assets. For example, see August 20, 2018: How Momentum Investing Stacks Up?

It was relatively new when we first systematically introduced momentum based investing. Since then, it has become more widely accepted, as evidenced by the momentum factor individual stock level ETFs (see, for example, September 9, 2019: Momentum Factor Stock ETFs). We are pleased to see that this method has become a viable mainstream investing strategy choice. 

Momentum across fixed income, cash and stocks

Traditionally, momentum based portfolios are based on relative momentum: i.e. picking stocks or funds with the highest momentum scores to invest. In MyPlanIQ portfolios that are listed on Advanced Strategies, however, we added ‘safe’ bond funds (and cash) to the candidate list so that when these bond funds or cash have greatest momentum scores, a portfolio will invest in these ‘safe’ funds instead. 

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