September 15, 2014: Equity And Total Return Bond Fund Composite Portfolios
by MyPlanIQ | Sep 16, 2014 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement |
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, October 20, 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.
Equity and Total Return Bond Fund Composite Portfolios
We believe that for a taxable brokerage account, the ‘best’ portfolio would be a composite portfolio that consists of two portfolios: one is a pure equity (risk profile 0) portfolio and the other one is a fixed income portfolio that is based on total return bond fund rotation (Fixed Income Bond Fund Portfolios):
In this newsletter, we want to discuss this approach in some more details. First, let’s review how these portfolios have performed:
Total Return Bond Fund Portfolios