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, July 27, 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 Total Return Bond Funds In Strategic Asset Allocation Portfolios

As promised in our previous newsletter, we will discuss the benefits of using fixed income total return bonds for fixed income portion for a Strategic Asset Allocation  based portfolio in this newsletter. 

Many readers might have read our previous newsletters on using total return bond fund portfolios listed on Fixed Income Bond Fund Portfolios for the purpose of ‘smart’ cash or the fixed income portion in a tactical portfolio: 

We have shown that  a composite portfolio that consists of a full equity (risk profile 0) Tactical Asset Allocation portfolio which can be ETF or mutual fund based and a total return bond fund portfolio (with the same percentage of the fixed income allocation) can out perform a pure tactical portfolio because of the superior performance of the fixed income portion. The same approach can be used for a strategic portfolio. 

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