AAII's Shadow Stock Portfolio: An Update

by James B. Cloonan

Figure 1.Shadow Stock PortfolioPerformance vs. Benchmarks
CLICK ON IMAGE TO SEE FULL SIZE.
AAII’s do-it-yourself approach to very small-nano-cap stocks continues to hold its own.

The results for the Individual Investor’s Shadow Stock Portfolio have been updated since our last quarterly report and are shown in Figure 1. Table 1 shows the current positions and the status of the different holdings as of February 27, 2004.

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As you can see, The Shadow Stock Portfolio continues to perform well on both an absolute and risk-adjusted basis. Remember that the risk-adjusted return is truly significant because risk reduction can be converted to an increase in return (I discussed this at length in my January column, and you can review this discussion by clicking here).

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