• AAII Model Portfolios
  • Frontier Markets Exposure Added to the Model Fund Portfolio

    by James B. Cloonan

    The strong up market has continued into summer and the Model Fund Portfolio is up 10.8% year-to-date.

    However this lags the performance of the S&P 500 index, as measured by the Vanguard 500 Index fund (VFINX), which is up 13.8% year-to-date.

    Over the long term, the Model Fund Portfolio is still ahead, as can be seen in Figure 1 and Table 3.

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    Diane Sracic from FL posted over 3 years ago:

    Is there a pure ETF portfolio which we could invest and follow at AAII??

    Louis Neuner from CA posted over 3 years ago:

    I would also like the same information as requested by Diane Sracic. It may exist on your AAII site but I failed to find it?

    Patrick Roszel from KS posted over 3 years ago:

    The ETF Guide is the most useful to me. I would also like an ETF that replicates AAII's model portfolio, but the size would probably make it expensive to operate.

    Richard Rosen from PA posted over 3 years ago:

    What are the proportions of the holdings in the Model Portfolio?

    Barbara Kristoff from CA posted over 3 years ago:

    I have been researching ETFs. Vanguard has really low expense ratios and Morningstar seems to like alot of them. What is the reason for not having any Vanguad, except the REIT?

    Charles Rotblut from IL posted over 3 years ago:


    If you would like to follow the Model Fund portfolio, we suggest investing equal amounts in each fund you choose to buy.


    James Cloonan from IL posted over 3 years ago:

    We previously had separate fund and etf portfolios but there are areas where each is most effective. So we use a combination. ETFs are still primarily for indexes and some approaches to the market cannot be indexed. Vanguard is dominated by an index approach and cap weighted indexes at that. If one wants to go with an index Vanguard is great although equally weighted indexes will do better.

    Prem Jindal from PA posted over 3 years ago:

    Dear Dr.Cloonan:
    What is the standard deviation over one year, three years and five years of Shadow stock portfolio over SP 500 because that will tell us how Shadow stock portfolio is more risky than SP 500 STOCKS INDEX.

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