AAII Model Portfolios
A New Fund and Suggested Allocation for the Model Fund Portfolio
The market continues strong, with all the indexes (except the NASDAQ Composite) reaching new highs.
The Model Fund Portfolio lags the S&P 500 index on a year-to-date basis. It is up 10.0% versus 10.6% for Vanguard 500 Index fund (VFINX).
The portfolio continues to outperform over the long term, and on June 30 it will see its 10th birthday. The Model Fund Portfolio performance history can be seen in Figure 1 and Table 3.
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