Vanguard Brokerage Total Return Bond
0.39%April 26 | MyPlanIQ portfolio symbol P_65469
This portfolio is for fixed income investments in Vanguard brokerage. It invests in a no load no transaction fee total return bond fund and rebalances every month. It obeys the 3 month minimum holding period requirement for every fund. Please see the following newsletters for more detailed description:
- September 22, 2014: Why Total Return Bond Funds?
- June 3, 2013: Total Return Bond Fund Portfolios For Major Brokerages
For its smart usage in other asset allocation portfolios, see the following:
Candidate funds in this portfolio (note: these funds have the lowest minimum amount requirement (<= $5,000). If you have a larger amount, you should use other class of the same fund to lower your expense fee).
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