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 20, 2018. 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.

Municipal Bond Funds And Portfolios

MyPlanIQ maintains brokerage specific municipal bond fund portfolios. We regularly reviewed these portfolios. In April 16, 2018: Municipal Bonds As A Fixed Income Asset Class, we argued that these investments by themselves should be treated as an asset class in a portfolio, regardless of tax consideration. 

In this newsletter, we will look at municipal bond funds in some details. First, let’s look at the performance. 

Positive returns of the municipal bond portfolios

In current rising rate environment, many taxable bonds have had negative YTD  (year to date) returns. Not the municipal bond portfolios listed on What We Do -> Brokerage Investors page

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