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, January 19, 2016. You can also find the re-balance calendar for 2015 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.

High Yield Bonds And Their Correlation With Stocks

High yield bonds have behaved very weak all year: 

High Yield Bond Funds Performance Comparison (as of 12/14/2015):

Ticker/Portfolio NameYTD
1Yr AR3Yr AR5Yr AR
JNK (SPDR Barclays High Yield Bond ETF)-8.6%-5.8%-0.8%3.3%
HYG (iShares iBoxx $ High Yield Corporate Bd)-7.6%-4.7%-0.1%3.7%
HYLD (AdvisorShares Peritus High Yield ETF)-14.6%-13.8%-5.9%-0.4%
VWEHX (Vanguard High-Yield Corporate Inv)-3.0%-1.0%2.1%5.6%
SPY (SPDR S&P 500 ETF)-0.3%0.9%14.4%12.4%

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