Model ETF Portfolio: Real Estate Holdings Boost Performance

by James B. Cloonan

Model ETF Portfolio: Real Estate Holdings Boost Performance Splash image

Our model portfolio of exchange-traded funds ETFs has now been in existence for four years—four pretty dramatic years. That it has averaged less than 1% a year return would certainly be a disappointment were it not for the fact that most all of the market as well as the benchmarks have negative returns for the four years.

While the Model ETF Portfolio rebounded very well in both of the last two quarters, it has not reached its pre-2008 highs, as can

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James B. Cloonan is founder and chairman of AAII.


J Loewenberg from Wisconsin posted about 1 year ago:

It would be interesting to know how you decide to pick the various etf's. To what extent are fund expense, past performance, turnover.... important in your selection.

James Cloonan from Arizona posted about 1 year ago:

While the selection process is not as precise as with the Shadow Stock Portfolio, all of the items you mentioned are part of the selection process. Over the next few Fund articles in the Journal we will be discussing the overall process in more detail. James Cloonan

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