January 25, 2021: Industry ETFs And ARK ETFs Portfolios
by MyPlanIQ | Jan 26, 2021 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement
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).
