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 February 1, 2021. 

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 ETFs And ARK ETFs Portfolios

We discussed our industry ETF rotation portfolio in newsletter June 29, 2020: Industry Sector ETF Rotation With Composite Momentum last year. We have tracked a Fidelity Select fund rotation portfolio for almost 10 years (see the portfolio on Advanced Strategies page). The industry ETFs portfolio is relatively new and now it’s a good time to review this portfolio.

For reviews of our advanced US stock portfolios, see the list of newsletters: 

Industry ETFs Portfolio vs. Fidelity Select Funds Portfolio 

Again, please read this previous article on the details of the two portfolios. As a reminder, we require the candidate ETFs in the portfolio to have at least $500 AUM (Asset Under Management). 

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