A Performance Spotlight on the Model Shadow Stock Portfolio

by James B. Cloonan

Figure 1.Shadow Stock PortfolioPerformance vs. Benchmarks
CLICK ON IMAGE TO SEE FULL SIZE.
AAII’s Model Shadow Stock Portfolio has had a dramatic three months. The year-to-date return through November is 37.7%—up significantly from 14.3% year-to-date through August 31 as reported in the October AAII Journal. At the same time, the portfolio increased its lead over the S&P 500 and other indexes. Recent and cumulative results are shown in Figure 1. In addition, I thought you might like to see how the Shadow Stock Portfolio compares to subscription-based advisory services, and an analysis is shown in the box below.

TABLE 1. Fourth-Quarter 2004 Transactions
Company (Ticker) Reason
Sell
Hub Group, Inc. (HUBG) exceeded value limits
Buy
Chronimed, Inc. (CHMD)  
Carriage Services, Inc. (CSV)  
Hanger Orthopedic Grp. (HGR)  

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