Model Mutual Fund and ETF Portfolios: Waiting for Value and Small-Cap to Improve
by James B. Cloonan
We continue to cover both the Model Mutual Fund Portfolio and the Model Exchange-Traded Fund (ETF) Portfolio 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.)
To read more, please become an AAII Registered User or CLICK HERE.
Discussion
I am a new member of AAII. As I look at the results published here for the Mutual Fund and the ETF portfolios, unfortunately, they are nothing to write home about. Statistically speaking, I would be just as well off by investing in SPY and going to the beach.
posted about 1 year ago by George from New York
The ETF portfolio has yet to distiguish itself- the jury is stillout on its value in one's portfolio
posted about 1 year ago by Douglas from California
