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, February 2, 2015. You can also find the re-balance calendar for 2014 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.

Fixed Income Investing Review

We have discussed several times on how to utilize total return bond funds to construct a solid fixed income investment portfolio. We support model portfolios that are customized for several major brokerages. They are listed on Brokerage Investors or  Fixed Income Bond Fund Portfolios

In general, we believe that these mutual fund based portfolios are still better than those bond ETFs based portfolios, in terms of risk adjusted returns. We will discuss this a little bit more later. 

First, let’s review the candidate bond funds in these portfolios. As described, these candidate funds have to be managed by managers who have won at least once the coveted Morningstar fixed income manager of the year award. Furthermore, they should be no load and no transaction fee funds. These funds are

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