Model Portfolio Holding Explanations
MODEL TABLE OF CONTENTS (Skip to Section)
The following are in-depth explanations of why each holding in the model portfolios has been chosen. Items in red are holdings that were previously held in the model portfolios and explain why they are no longer part of the models. The holdings listed are representative examples. Other ETFs and funds with similar characteristics could be used.
Become a Member
If you would like learn more about the Money for the Rest of Us Model Portfolios, you can do so by becoming a Money For the Rest of Us Plus member.