! Model Mutual Fund and ETF Portfolios: Waiting for Value and Small-Cap to Improve
James B. Cloonan is founder and chairman of AAII. He is author of the book "Investing at Level3: Higher Returns With Minimal Risk for the Long-Term Individual Investor".


George from NY posted over 6 years ago:

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.

Douglas from CA posted over 6 years ago:

The ETF portfolio has yet to distiguish itself- the jury is stillout on its value in one's portfolio

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