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 Thursday October 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.

Boring Utility Stocks Are Excellent Long Term Winners

In the current raging bull market of technology stocks, majority of investors are probably not aware that boring utility stocks for gas, electricity and water companies actually have delivered similar or sometimes better returns with lower volatility for a long term. We probably should use ‘Surprised’ again in our title for this newsletter. 

Utility companies are excellent businesses

Let’s first take a look at the long term earnings growth charts for both S&P 500 companies and S&P 500 utility sector companies: 

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