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, June 6, 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.

The PIMCO (Dis)Advantages

PIMCO is a fund company that is known to have good bond funds. It’s funds are some of the most favorites among many financial advisors. In addition to its supposed fixed income investing prowess, PIMCO is also known to be adept to utilize derivatives to enhance fund returns. For example, its flagship total return bond fund PTTRX (PIMCO Total Return Instl) has used derivatives to achieve its outperformance, at least before Bill Gross left PIMCO. 

However, PIMCO has also maintained several enhanced index funds that utilizes a combination of derivatives (such as futures on S&P 500) and fixed income portfolios to mimic an index. They believe that given its fixed income skills, such enhanced index funds can deliver better performance than a vanilla index fund in a long period of time. 

We will discuss in some details on these funds. In our several brokerage specific investment portfolios (see Brokerage Investors), we use several PIMCO enhanced index funds. They are mentioned briefly in the following newsletters: 

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