Close

    Shadow Stock Portfolio: Still Up for the Year After Market Correction

    by James B. Cloonan

    The stock market adjustment that began in late May hurt the Model Shadow Stock Portfolio, but as of May 31 it was still up 11.4% for the year as compared to 2.5% for the Vanguard 500 Index fund (VFINX). Figure 1 shows the comparisons for other periods and indexes. For well over a year now pundits have been saying the time for small cap and value is about to end, and we should all switch to large-cap growth. However, large-cap growth year-to-date through May 31 is down 0.4%, as measured by Vanguard’s Growth Index fund (VIGRX, not shown).

    ...To continue reading this article you must be registered with AAII.

    Gain exclusive access to this article and all of the member benefits and investment education AAII offers.
    JOIN TODAY for just $29.
    Register for FREE
    to read this article and receive access to future AAII.com articles.

    Log in
    Already registered with AAII? Login to read the rest of this article.
      
    → James B. Cloonan