AAII Model ETF Portfolio Review and How to Take Advantage of ETFs

    by James B. Cloonan

    AAII Model ETF Portfolio Review And How To Take Advantage Of ETFs Splash image

    The sickness in the stock market continues, and even with the Congressional transfusion there does not appear to be a quick recovery in sight. The impact of the election is unpredictable, but by the time you read this, at least that uncertainty should have passed.

    Our model portfolio of exchange-traded funds (ETFs) has slid with the market, but is doing better than the market year-to-date, down 14.9% as of the end of September, compared to a loss of 21.0% for the benchmark (the ETF benchmark is a composite portfolio consisting of 80% iShares Dow Jones US Total Market Index and 20% iShares MSCI EAFE Index). The overall results for the Model ETF Portfolio are shown in Table 1.

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    → James B. Cloonan