Model Mutual Fund and ETF Portfolios: Combined Update, Different Strategies
As promised in my May column, both the Model Mutual Fund Portfolio and the Model Exchange-Traded Fund ETF Portfolio will be covered four times a year from now on. They both will be covered each March, May, August and November. Of course any changes will also be reported on AAII.com.
The two portfolios will be treated separately—not combined into one overall portfolio—although members can certainly choose investments from either or both. It seems an excellent time to emphasize the difference between the approach taken in the Model ETF Portfolio and that
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