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 29, 2018. 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.

High Yield Bonds In A Rising Rate Environment

As fixed income bonds continue weaken, we want to look at how high yield bonds perform in a rising rate environment and see where they can fit in a fixed income portfolio. 

First, let’s look at recent fixed income performance. 

High Yield Bonds Are Positive Year To Date

In addition to short term bonds, high yield bonds are the only asset that has a positive return this year so far: 

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