Model Shadow Stock Portfolio: All-in-All, A Very Good Year

    by James B. Cloonan

    Model Shadow Stock Portfolio: All In All, A Very Good Year Splash image

    As might have been expected, AAII’s Model Shadow Stock Portfolio took a bit of a breather after gaining 19.1% in the June through August three-month period.

    Figure 1.
    Model Shadow Stock
    Portfolio vs. Benchmarks
    (Through 11/30/05)

    The three-month period thru November was about even (up 0.83%), but year-to-date through November the portfolio remains at an impressive 18.8%, compared to 4.8% for the Vanguard S&P 500 Index fund and 7.5% for the Vanguard Small Cap Index fund during the same period.

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    → James B. Cloonan