Model Mutual Fund and ETF Portfolios: Waiting for Value and Small-Cap to Improve
We continue to cover both the Model Mutual Fund Portfolio and the Model Exchange-Traded FundPortfolio on a quarterly basis.
They both will be covered each March, May, August and November in the AAII Journal. Of course any changes will also be reported at AAII.com.
In this article
- How the Portfolios Differ
- Model Mutual Fund Portfolio
- Model ETF Portfolio
- Looking Ahead
- Model ETF Portfolio: Selection Rationale
- ETF Descriptions
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How the Portfolios Differ
In the August AAII Journal, we detailed the difference between the selection approach of the Model Mutual Fund Portfolio and that of the Model ETF Portfolio.
Basically, the mutual fund portfolio looks for funds within the equity category that are believed to be most likely to outperform the general stock market, regardless of their exact category. Only secondarily does it try to balance the categories (large cap vs. small cap, value vs. growth, etc.)
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