Aggressive Fixed Income Portfolios?
In our October 29, 2018: Taxable Total Return Bond Plus Muni Bond Fund Based Portfolios, we introduced a total return bond fund plus portfolio that includes municipal bond funds as extra candidate funds. In this newsletter, we review this portfolio and discuss whether it’s worth to try to increase returns by introducing higher risk bond funds as candidate funds.
Total return bond plus muni bond funds portfolio
To recall, the portfolio Schwab TRB Plus includes the following two sets of bond funds:
1. Taxable total return bond funds
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