Aronson Family ETF Portfolio

Posted by ETF Guy in ETF Portfolios

All Article Categories

Ted Aronson heads up AJO Partners based in Philadelphia. They manage about $20 billion. All institutional, tax-exempt retirement funds. No retail/taxable funds like Fidelity and Vanguard. And that's why Ted's portfolio is worth looking at. "All of my family's retirement money is in AJO funds," says Ted. "But because the fund trades a lot, it's [...]

Related Posts

9 Responses to “Aronson Family ETF Portfolio”

ETF Guy:

Jim,

The Aronson Family portfolio is regularly covered by the media, but I don't know where there is an official source that you can check any time you want.

Reply to this comment
Jim:

Where is the Aronson family portfolio published and updated?

Reply to this comment
ETF Guy:

Ron,

No promises. I generally write about what's interesting on a given day rather looking to refresh and revise old posts.

Reply to this comment
ron dunn:

will there be follow up changes that can followed?

Reply to this comment
ETF Guy:

Brian,

I got in to exchange traded funds back when Barclays had the widest selection. As such, I'm most familiar with their offerings over any other company's. Vanguard now has a good selection and I'm sure the portfolio could be assembled with their ETFs as well. I'd even say that some of the Vanguard ETFs have lower fees so they're certainly worth investigating.

Reply to this comment
Brian:

Hi,

What determined your selection for the ETF "brand"? Aronson is in Vanguard funds. Vanguard has ETFs corresponding to most of its funds? Not complaining, just curious.

Reply to this comment