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 July 1, 2021. 

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.

“Good” S&P Sectors

We prefer looking at a stock index such as S&P 500 as a conglomerate business. We have looked at  the fundamentals (Return on Equities and earnings) of several S&P 500 sectors and its own index in the past. For those who are not familiar, here are some past newsletters on this subject: 

In this newsletter, we want to expand this a little bit and look at several ‘good’ sectors and how to use index ETFs for these sectors to construct a tactical portfolio. We show that one can use these ‘good’ sectors to construct a portfolio that can outperform S&P 500 index itself both in terms of returns and risk. 

Historical earnings of S&P 500 sectors

As in the past, we look at the latest S&P 500 sector earnings from Yardeni Research. The following shows the historical earnings per share for S&P 500 11 sectors: 

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