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, February 22, 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.

Total Return Bond Fund Portfolios In A Volatile Period

In MyPlanIQ, we advocate using Total return bond funds that are managed by managers who have won coveted Morningstar Fixed Income Manager of The Year award as candidate funds for the fixed income (bond) part of one’s portfolio. We have written many articles on this: 

Investors can also find total return bond fund based portfolios on our Brokerage Investors page. Total return bond funds are supposed to be bedrocks in a volatile period like this one. Below, we first review how these funds performed in 2015. 

Total Return Bond Fund Performance in 2015

The following table shows the funds used as candidate funds in our total return bond fund brokerage specific portfolios: 

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