New Fund Added to the Model ETF Portfolio

by James B. Cloonan

New Fund Added To The
Model ETF Portfolio Splash image

The Model Exchange-Traded Fund (ETF) Portfolio continues to outperform its benchmark year to date.
The portfolio is up 8.3% as of September 30, 2010, compared to the benchmark which is up 3.9%. The performance for various periods can be seen in Table 1.

While the portfolio has performed quite well since the 2008–2009 bear market, it has not regained its pre-crash high. Real estate continues to improve but has not

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James B. Cloonan is founder and chairman of AAII.


Robert & lynne from Kansas posted over 3 years ago:

Is there a reason not to add the AMJ etn to the ETF portfolio rather than the Alerian AMLP? Perhaps you are not including any ETN's?

Greg from Georgia posted over 3 years ago:

The inclusion of Alerian MLP ETF (AMLP) is curious, given AAII's past emphasis on low expenses and management fees when selecting funds.
It gets even more curious when I noticed these references to Alerian's procedure of keeping 37% of profits for itself. What's up?

Alerian MLP ETF's Exorbitant Fees

Alerian MLP ETF Has Higher Fee Structure Than Hedge Funds

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