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, April 28, 2014. 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 Investing In The Current Market Environment

2013 turned out to be a scary year for even excellent total return bond funds. For example, PTTRX (PIMCO Total Return Instl) lost -1.9% due to a well published ill bet on Treasury bonds in the mid year by its manager Bill Gross. WATFX (Western Asset Core Bond I) lost -2.1% while the general bond market index VBMFX (Vanguard Total Bond Market Index Inv) lost -2.5%. 

However, since the beginning of the year, bonds have recovered (to be precise, fixed income has been fairly strong. The following shows how our total return bond fund upgrade portfolios have done recently: 

Portfolio Performance Comparison (as of 4/21/2014):

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