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:
Please login or register an account to view the newsletter