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 11, 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.

A World of Debt

So far this year, diversification into international stocks and bonds has proven to be beneficial. For example, year to date, MyPlanIQ’s portfolios have relied on international and emerging market bonds to deliver stock comparable (or better) returns. The other asset that helps some of our portfolios is commodities, which has been long depressed. 

In this newsletter, we look at global debts more closely. 

Bonds outperformed so far

Year to date, even though US stocks and other country stocks have wobbled, US bonds (especially long term Treasury/government bonds), international debt based assets have done better: 

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