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 Monday November 2, 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.

REIT Indexes As Businesses

We continue our examination on stock indexes as businesses. This time, we look at Real Estate Investment Trusts (REIT) indexes.

Background of REITs

Real Estate Investments Trusts (REITs) are a special type of property owners and managers. They basically possess real estates or other hard assets that are similar to real estates (note:  strictly speaking, REITs also include Mortgage REITs that specializes mortgages for real estates, they don’t possess hard physical assets. In this newsletter, we focus on the other type of REITs: equity REITs that owns equity of physical real estates). They engage in renting these hard assets in order to derive regular income. They are thus more or less landlords of the hard assets.  

Based on NAREIT, the following are the common types of the equity REITs:

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