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Model ETF Portfolio: Beats Benchmark, But Total Recovery Not Yet Complete

by James B. Cloonan

Model ETF Portfolio: Beats Benchmark, But Total Recovery Not Yet Complete Splash image

Our model portfolio of exchange-traded funds (ETFs) is benefiting handsomely from the positive movement in the stock market this year.

As of the end of the third quarter, the AAII Model ETF Portfolio is having an excellent year. The year-to-date return is 38.2%, compared to a return of 22.7% for our ETF benchmark.

The longer-term results can be seen in Table 1 and Figure 1. The portfolio remains slightly behind the benchmark over the complete time period since it was started. However, the primary reason for the difference in long-term performance is that the benchmark does not have a real estate component.

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James B. Cloonan is founder and chairman of AAII.


Discussion

Claudia from Indiana posted over 3 years ago:

I would like to balance without foreign. I always lose (I am always the only person it has ever happened to) in foreign anything!


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