Tracking the Model Shadow Stock Portfolio
Comments posted to “Adherence to Rules Helps Model Shadow Stock Portfolio’s Performance,” by James B. Cloonan, in the October 2012 AAII Journal:
I’ve wondered whether the dividend-paying stocks in the Model Shadow Stock Portfolio perform differently over time than the non-dividend-paying stocks. Has anyone tried a dividend-paying sub-portfolio of the shadow stocks or have you any thoughts on dividend vs. non-dividend among shadow stocks?
—Lee from New York
James Cloonan responds:
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