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, October 14, 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.

Boosting Bond ETF Portfolio’s Return With Muni Bond ETFs

We monitor total return bond ETFs and discussed how to use momentum based rotation strategy to construct a portfolio. In the latest discussion, May 13, 2019: Total Return Bond ETFs Review, we reviewed this portfolio and saw that the portfolio is becoming more comparable (though still not completely matching) to total return bond mutual funds based portfolios (see, for example, January 28, 2019: Fixed Income Review for reviews of these portfolios).

In this newsletter, we show that by adding a few muni bond ETFs to the total return bond ETFs candidate list, we can boost the portfolio return to a notch.  

Total Return Bond ETFs and Muni ETFs

Let’s first look at the total return bond ETFs and the two new muni ETFs: 

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