May 11, 2015: Pain in Fixed Income?

by | May 12, 2015 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement | 0 comments

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

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