Model Shadow Stock Portfolio Survives Market Volatility

    by James B. Cloonan

    Model Shadow Stock Portfolio Survives Market Volatility Splash image

    The end of February saw volatility returning to the market with a vengeance, and it is continuing into March as I write this. Shadow Stock trades were placed during that ‘exciting’—albeit nerve-wracking—week, as it fell during our regular quarterly review period.

    Despite the market adjustment, the Model Shadow Stock Portfolio managed to stay ahead of the market. As of February 28, 2007, the Model Shadow Stock Portfolio was up 4.4% year-to-date, compared to –0.5% for the Vanguard 500 Index fund (VFINX) and +2.3% for the Vanguard Small Cap Index fund (NAESX).

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