If, in any particular instance, aįund Vehicle has an inception date after December 2007, Morningstar uses a proxy The Fund Vehicles comprising that Model Portfolio. The percentage-weighted performance numbers (back through December 2007) for each of Morningstar has derived hypothetical performance numbers for each Model Portfolio using However, for purposes of this modeling exercise, Solely to be used for general, educational purposes. Not designed to provide individualized recommendations/advice but instead are meant "Fund Vehicle") can affect the performance of that strategy. Protection, and better risk-adjusted performance than the basic portfolio over the long-term.ĭisclosure: Each of the above model portfolios (each, a "Model Portfolio") is designed to showcase aĭifferent investment strategy and how using different types of fund vehicles (each, a The Defensive Portfolio aims to provide lower volatility, better downside The Basic Portfolio harnesses the market’s collective wisdom with ultra-low-costįunds and is the baseline portfolio against which the three other portfolios will be Our editor applies this strategy in ETFInvestor’s model portfolios. High-yielding assets outperform over the long haul, but not at all times and all environments. Have existed in those varied environments. Over many different countries, and seeks to understand drivers of excess returns that Takes a long view, casting our analysis back many decades and Will provide detailed analysis of individual exchange-traded funds and market segments. In addition, Morningstar's deep analyst bench Every issue contains our editor's analysis of ETFInvestor's model portfolios,Ĭommentary and research on the investment issues of the day, and performance updates
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