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Model ETF Portfolio: Stay the Course Despite Headwinds

by James B. Cloonan

Model ETF Portfolio: Stay The Course Despite Headwinds Splash image

I look at the Model ETF Portfolio and I like it (see Table 1). It may need a few adjustments, but basically I think it is a solid portfolio.

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I say this at the same time I am looking at the data and observing that the Model ETF Portfolio is underperforming the Dow Jones U.S. Total Market Index. As you can see in the table, the Model ETF Portfolio is up 1.3% year to date, compared to 9.4% for the DJ Total Market Index.

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