Regular AAC (Asset Allocation Composite), SAA and TAA portfolios are always rebalanced on the first trading day of a month. the next re-balance will be on Tuesday June 1, 2021.
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.
We regularly look at a list of total return bond ETFs (and mutual funds) and review their latest status.
In this newsletter, we want to first review our current total return bond ETF lineup that’s used in our MPIQ ETF Fixed Income model portfolio (and also as the sublist of bond funds in our asset allocation portfolio MPIQ ETF Allocation Moderate). We then look at the possible new additions.
For those who are not familiar with our fixed income bond portfolios, please refer to income investor page and other newsletters for more details. Briefly, we are maintaining a list of total return bond ETFs whose mutual fund counterparts have won the Morningstar’s Fixed Income Manager of the Year award. Our flagship bond portfolios select top performing fund from these candidate funds every month. It also has some risk management mechanism builtin to navigate during a severe market downturn.
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