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

...To continue reading this article you must be registered with AAII.

Gain exclusive access to this article and all of the member benefits and investment education AAII offers.
JOIN TODAY for just $29.
Log in
Already registered with AAII? Login to read the rest of this article.

Register for FREE
to read this article and receive access to future AAII.com articles.
  
James B. Cloonan is founder and chairman of AAII.


Discussion

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
http://tinyurl.com/2crghpa

Alerian MLP ETF Has Higher Fee Structure Than Hedge Funds
http://tinyurl.com/2fx7kcl


You need to log in as a registered AAII user before commenting.
Create an account

Log In