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Frontier Markets Exposure Added to the Model Fund Portfolio

by James B. Cloonan

Frontier Markets Exposure Added To The Model Fund Portfolio Splash image

The strong up market has continued into summer and the Model Fund Portfolio is up 10.8% year-to-date.

However this lags the performance of the S&P 500 index, as measured by the Vanguard 500 Index fund (VFINX), which is up 13.8% year-to-date.

Over the long term, the Model Fund Portfolio is still ahead, as can be seen in Figure 1 and Table 3.

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James B. Cloonan is founder and chairman of AAII.


Discussion

Diane Sracic from Florida posted 8 months ago:

Is there a pure ETF portfolio which we could invest and follow at AAII??


Louis Neuner from California posted 8 months ago:

I would also like the same information as requested by Diane Sracic. It may exist on your AAII site but I failed to find it?


Patrick Roszel from Kansas posted 8 months ago:

The ETF Guide is the most useful to me. I would also like an ETF that replicates AAII's model portfolio, but the size would probably make it expensive to operate.


Richard Rosen from Pennsylvania posted 8 months ago:

What are the proportions of the holdings in the Model Portfolio?


Barbara Kristoff from California posted 8 months ago:

I have been researching ETFs. Vanguard has really low expense ratios and Morningstar seems to like alot of them. What is the reason for not having any Vanguad, except the REIT?


Charles Rotblut from Illinois posted 8 months ago:

Richard,

If you would like to follow the Model Fund portfolio, we suggest investing equal amounts in each fund you choose to buy.

-Charles


James Cloonan from Illinois posted 8 months ago:

We previously had separate fund and etf portfolios but there are areas where each is most effective. So we use a combination. ETFs are still primarily for indexes and some approaches to the market cannot be indexed. Vanguard is dominated by an index approach and cap weighted indexes at that. If one wants to go with an index Vanguard is great although equally weighted indexes will do better.


Prem Jindal from Pennsylvania posted 7 months ago:

Dear Dr.Cloonan:
What is the standard deviation over one year, three years and five years of Shadow stock portfolio over SP 500 because that will tell us how Shadow stock portfolio is more risky than SP 500 STOCKS INDEX.


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