Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

Regular AAC (Asset Allocation Composite), SAA and TAA portfolios are always rebalanced on the first trading day of a month. the next re-balance will be on Wednesday July 1, 2020.

Please note: As of March 1, 2020, we officially phased out our old rebalance calendar for both SAA and TAA. They are now always rebalanced on the first trading day of a month. 

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.

Industry Sector ETF Rotation With Composite Momentum

Last week, we reviewed industry sector rotation portfolio using Fidelity select mutual funds. In this newsletter, we introduce a new industry sector rotation portfolio using ETFs. Since practically all major brokerages offer commission free ETF trades, this kind of portfolios can be used in a non-Fidelity brokerage. 

Industry sector ETFs

We screened out ETFs that are at sector or industry levels. We further require each ETF to have at least $500 million AUM (Asset Under Management) to reduce trading friction (bid and ask spread) and have more iiquidity volume. We then also eliminate redundant ones. Here are the list of 35 ETFs we use in the portfolio: 

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