Shadow Stock Portfolio Update and the Disappointing Election-Year Market

    by James B. Cloonan

    Shadow Stock Portfolio Update And The Disappointing Election Year Market Splash image

    As of the end of May, micro-cap stocks continue to lag the market and the Model Shadow Stock Portfolio reflects that trend, with a weak three months. Year-to-date, the portfolio is down 12.2%, compared to a loss of 3.9% for the Vanguard S&P 500 Index fund (VFINX).

    Although micro-cap stocks had a poor three months, small-cap stocks had a relatively strong showing and the Vanguard Small Cap Index fund (NAESX) now is up for the year, with a return of 0.7%.

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    → James B. Cloonan