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.

    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.

    ...To continue reading this article you must be registered with AAII.

    Gain exclusive access to this article and all of the member benefits and investment education AAII offers.
    JOIN TODAY for just $29.
    Register for FREE
    to read this article and receive access to future articles.

    Log in
    Already registered with AAII? Login to read the rest of this article.
    → James B. Cloonan