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

Advanced portfolios and static portfolios just had their month end rebalance. For regular SAA and TAA portfolios, the next re-balance will be on Monday, June 17, 2013. You can also find the re-balance calendar for 2013 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.

Total Return Bond Fund Portfolios For Major Brokerages

After many years super performance, fixed income or conservative investors are facing a daunting challenge today: the loose monetary policies adopted by central banks in the world (US, Europe, Japan and even emerging market country like China) have pushed bond yields to a level unseen since the Great Depression. Afraid of the upcoming eventual inflation and rising interest rate environment, these investors are cornered and pushed to try hard on risk assets such as stocks or high yield securities. 

As mentioned many times previously, we believe there still exist many opportunities in fixed income investments so long you are tactical and nimble. We also believe that great bond managers are able to capture these opportunities, even in the more difficult situations in the future. For more detailed reasons, please see 

We do believe that total return bond mutual funds can still be good vehicles to navigate through the upcoming murky water. However, we do recognize that it is now more important than ever to be able to select managers and/or bond funds dynamically. This is similar to the argument we made on using the upgrading approach to select top conservative allocation funds in May 27, 2013: Conservative Allocation Mutual Fund Portfolios:

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