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, April 2, 2017. 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.

Defensive Conservative Portfolio Review

MyPlanIQ monitors several conservative portfolios. In this newsletter, we take a look at their performance and discuss how they can be used in the current environment. 

It’s been our long held position that for fixed income (bond) investments, one should adopt an active approach. MyPlanIQ recommends total return bond fund rotation based portfolios (see, for example, August 28, 2017: Total Return Bond Fund Portfolios: Where Do They Fit?) for all of the conservative portfolios. Given the current rising rate environment. these portfolios are very much called for as they can actively rotate/pick a good total return bond fund (or even go to cash) based on prevailing market conditions and fund performance in order to reduce loss and enhance returns. 

For stock investments, there are two types of conservative portfolios: 

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