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, May 18, 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.

Total Return Bond Funds As Smart Cash

Many long term readers know that we strongly advocate using total return bond fund portfolios listed on Fixed Income Bond Fund Portfolios as a cash substitute for many portfolios that has a substantial cash components. In this newsletter, we update these portfolios and add a few more examples here. It is intended as a more comprehensive summary on this approach. 

For initial introduction on this, see November 10, 2014: Fixed Income Or Cash

Total Return Bond Fund Portfolios in Simple Moving Average (SMA) Based Portfolios

Here is the latest performance for those portfolios:

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