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 6, 2017. You can also find the re-balance calendar for 2017 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.

Fixed Income Portfolio Review

As many users might have known, MyPlanIQ’s fixed income portfolios (total return bond fund portfolios) have done very well.  They have consistently outperformed bond market indices and many excellent bond funds. These portfolios select a total return bond fund from a pool of candidate funds each month based on their recent performance (momentum). The candidate funds are those total return bond funds whose managers should have been at least one time selected as Morningstar’s fixed income managers of the year. The portfolios are brokerage specific, only using those no transaction fee (NTF) no load mutual funds available to a brokerage. They are listed on Brokerage Investors (What We Do -> Brokerage Investors). 

In the following, we will review how these portfolios did in 2016. First, let’s look at the candidate funds’ performance in 2016. 

Total Return Bond Funds Performance in 2016

The following table shows the performance of total return bond funds used as the candidate funds in our total return bond fund portfolios. 

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