Letters

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:

Print this article

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:

To read more, please become an AAII Registered User or CLICK HERE.

Discussion

No comments have been added yet. Add your thoughts to the discussion!

November 2012 Issue

Editor's Note
Editor's Note
A look at what's in the November 2012 AAII Journal.

Features
AAII’s Best of the Net: 2012 Guide to the Top Investment Websites, 16th Edition
This annual guide highlights the best online resources for financial information and investment data.

Tax Strategies
U.S. Fiscal Uncertainty and Your Portfolio
Portfolio actions to consider regardless of whether the pending fiscal cliff occurs or is avoided.

Stock Strategies
Making Sense of Master Limited Partnership Tax Rules
The unique structure of MLPs gives them tax advantages, but also makes them more complex. Find out how distributions and gains are taxed.

AAII Model Portfolios
Revised Model Fund Portfolio: Benchmark Impacted by Cap Weighting
Equal-weighted funds have historically outperformed their capitalization-weighted peers, but strong performance in two tech stocks reversed the trend this year.

CI in the Journal
The Top Financial Apps
These are some of the best financial apps for iOS and Android devices currently.

Departments
Briefly Noted

Letters
Member questions and comments on recent AAII Journal articles.

undefined

Letters

Tracking the Model Shadow Stock Portfolio

Print this article

Discussion

In This Issue

November 2012 Issue