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, September 9, 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.

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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