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

For regular SAA and TAA portfolios, the next re-balance will be on Monday, July 16, 2018. You can also find the re-balance calendar for 2017 on ‘Dashboard‘ page once you log in.

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.

Please note that we now list the next re-balance date on every portfolio page.

Small Cap Stocks For The Long Term

Small capitalization stocks are loved by long term buy and hold investors. On the other hand, they are also subject to more speculation. In this newsletter, we want to look at these stocks in more details. 

Recent strength

Of course, the increasing interests from investors (we have received many emails on small cap stocks) recently are mostly from the recent strength in small cap stocks: 

US Equity Style Trend as of 6/29/2018

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