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 11, 2019. You can also find the re-balance calendar for 2019 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 Review

Amid the interest rate hikes and economic too hot and then too cold worries in 2018, bonds, similar to stocks, went through a volatile year. Fortunately, for most of them, they came out without much damage. 

In the following, we first review how well our total return bond fund portfolios did last year and then discuss some issues in fixed income investing. 

Total return bond fund portfolios did ok

Our portfolios did ok last year, closely matched (slightly underperformed) total bond market index fund: 

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