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:
- April 25, 2016: Tax Free Municipal Bond Funds & Portfolios
- June 3, 2013: Total Return Bond Fund Portfolios For Major Brokerages
- September 22, 2014: Why Total Return Bond Funds?
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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