How to Follow AAII’s Level3 Passive Portfolio

This week’s AAII Weekly Digest highlights these
“must-read” AAII articles:


The Top Mutual Funds Over Five Years: Tech TakeoverThe Top Mutual Funds Over Five Years: Tech Takeover

Technology funds lead this year’s list of the top funds, though two non-sector funds are also on the top-10 list.

Guidance on How to Follow the Level3 Passive Portfolio

John Bajkowski

The AAII Level3 Passive Portfolio is a four-ETF portfolio designed to outperform the broad market in the long term. It is also designed to be relatively static over time. This article outlines how you can follow the portfolio as well as highlights how you can rebalance your portfolio through additions or withdrawals.

Tracking the S&P 500 With Mutual Funds and ETFsTracking the S&P 500 With Mutual Funds and ETFs

There are more than 40 mutual funds and exchange-traded funds (ETFs) widely available to investors that explicitly list the S&P 500 index in their name. These funds track the large-cap index or follow a strategy based on a variant weighting or a subset of the index. The challenge for investors seeking passive exposure to the large-cap index is choosing which fund to invest in. The decision depends on both the characteristics being sought and the willingness to look closely at the strategy a fund is designed to follow. This article discusses some of the basic differences between the various S&P 500 funds.

What You Need to Know About Investing in Closed-End Funds

Because of their quirks, closed-end funds turn off many individuals, but they also offer many opportunities for disciplined investors who understand what they are buying.

Our Member Question for this week is:

Which of the following do you think is the biggest error an investor can make?


Vote to answer this week’s Special Question: What is the biggest mistake you have made as an investor?

Last Week’s Results:

Poll results are as of 9 a.m. (Central) on Monday. 1,131 respondents.

AAII Survey: Retail Investors Split as to Whether Value Premium Still Exists

With value-oriented strategies, by and large, underperforming growth-oriented approaches over the last 10 years, some are beginning to question whether the “value premium” still exists for stocks. The latest reader survey asked whether such a value premium still exists. We also asked our readers to define their own personal investment style.

The Individual Investor’s Guide to the Top Mutual Funds 2018

The latest update to AAII’s annual mutual fund guide includes 719 funds in the printed version and hundreds more in the expanded online data tables, covering nearly 1,600 funds in all. The guide provides performance and risk statistics for individual funds as well as index and category benchmarks.




The AAII Weekly Digest is one of the many benefits of AAII membership. To learn more, consider a 30-day Trial AAII Membership to start becoming an effective manager of your own assets.