May 11, 2015: Pain in Fixed Income?
by MyPlanIQ | May 12, 2015 | 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, 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.
Pain in Fixed Income?
Right after (or in the process of ) publishing two previous newsletters on long term Treasury bonds (T-Bonds):
T-Bonds and other long term sovereign bonds (notably German Bunds and other European bonds) have experienced a fast and furious dump. The following shows how various fixed income assets have fared recently:
Fixed Income Assets Trend