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Rebound: Model Shadow Stock Portfolio Strongly Up, But Still Playing Catch-Up

by James B. Cloonan

Rebound: Model Shadow Stock Portfolio Strongly Up, But Still Playing Catch Up Splash image

Well, the Model Shadow Stock Portfolio is up 30.1% year-to-date and that is good.

The portfolio is also way ahead of the S&P 500 (as measured by the Vanguard 500 Index fund), which is up 3.0%—and that is also good.

But we also have to face the brutality of bear market mathematics: When you are down 50%, you have to go back up 100% just to get to where you were before the bear market hit. And for that, we still have quite a ways to go.

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James B. Cloonan is founder and chairman of AAII.


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