Equal-Weighted ETF Helps Boost Model Fund Portfolio Return
March 2013
Revised Model Fund Portfolio: Benchmark Impacted by Cap Weighting
November 2012
Revised Model Fund Portfolio: Combining Mutual Funds and ETFs
August 2012
Model Mutual Fund and ETF Portfolios: Choosing a Benchmark Isn’t Easy
May 2012
Model Mutual Fund and ETF Portfolios: Value and Small Stocks Impact Returns
March 2012
Model Mutual Fund and ETF Portfolios: Waiting for Value and Small-Cap to Improve
November 2011
Model Mutual Fund and ETF Portfolios: Combined Update, Different Strategies
August 2011
Model Mutual Fund Portfolio:
Revisiting Fund Selection Rules
March 2011
Bear Market Bites Model Fund Portfolio and Stock-Based Mutual Funds
August 2010
Keeping Fund Portfolio Unchanged Despite Tough Start to 2010
March 2010
After the Storm, Stability Returns to the Model Mutual Fund Portfolio
August 2009
Good-Bye and Good Riddance: 2008 Enters Stock Market History
February 2009
A Question of Proportions: How Various Indexes Are Weighted
September 2008
Model Fund Portfolio Update and a Look at How Various Indexes Are Weighted
August 2008
Sub-Par Performance by Market in Pre-Election Year Drama
February 2008
Fund Portfolio Tracks Market, Stumbles and All
August 2007
A Bullish Ride Into 2007 for the Fund Portfolio & an Update on the New ETF Portfolio
February 2007
First Half Model Fund Portfolio Update and a New Model ETF Portfolio
August 2006
2005 Performance Review
February 2006
Royce Premier: A Clarification
September 2005
2005 Mid-Year Review
August 2005
2004 Performance Review
February 2005
August AAII Journal Correction
November 2004
Fund Portfolio Semiannual Update
August 2004
A Comment on Fund Abuses
March 2004
A New Approach to Fund Cap Size and Style Categories
February 2004
