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.

Bond ETF Portfolios

As more bond ETFs have been created, it is increasingly possible to construct a more sensible bond ETFs based portfolio. Let’s first look at total return bond ETFs.  

Total Return Bond ETFs

We reviewed two important total return bond ETFs in a previous newsletter March 2, 2015: Total Return Bond ETFs. As we stated in the newsletter, we are excited to see that more actively managed bond ETFs are coming to market. We are especially interested in those ETFs that are managed by same or similar fund managers who manage one of our total return bond candidate mutual funds (to qualify, the managers should be a recipient of Morningstar Fixed Income Manager of the Year award at least once). As stated, these ETFs, if perform right, can be very useful to construct a total return bond ETFs portfolio that is free of mutual fund restriction (such as minimum holding periods imposed by brokerages and mutual funds themselves). Furthermore, in general, these ETFs have lower expense ratios for smaller amount investments (refer to the previous newsletter). 

The two ETFs performance (as of 2/12/2016):

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