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, August 15, 2016. You can also find the re-balance calendar for 2016 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.

Portfolio Construction Using Stock ETFs And Bond Mutual Funds

It’s no secret that we are very fond of our total return bond fund portfolios (see the fixed income portfolios listed on ‘What We Do -> Brokerage Investors‘ page). We have written various newsletters on these portfolios such as the following: 

These portfolios have done so well: they are consistently outperforming even the best fixed income mutual funds such as PIMCO Total Return Bond, DoubleLine Total Return Bond or Loomis Sayles Bond etc. We believe that when it comes to fixed income (bond) investing, bond ETFs are still not comparable to the best total return bond funds. 

In one of our previous newsletters, September 15, 2014: Equity And Total Return Bond Fund Composite Portfolios, we alluded a way to construct an overall asset allocation portfolio by using a full equity (i.e. risk profile 0 or so called most aggressive) portfolio for equity (stock) part and a total return bond mutual fund portfolio for fixed income (bond) part. In this newsletter, we will discuss this topic in more details. 

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