Focus on the Individual Investor's Shadow Stock Portfolio

by James B. Cloonan

Focus On The Individual Investor's Shadow Stock Portfolio Splash image

In the September 2003 AAII Journal, I promised to be more specific about the Individual Investor’s Shadow Stock Portfolio (formerly the Beginner’s Portfolio) that we have been managing for almost 11 years.

This column fulfills that promise. In it, I’ll tell you what it holds, how it has fared and what its rules are. Most importantly, I want to focus on how the philosophy of the Individual Investor’s Shadow Stock Portfolio can help you invest in the micro-cap value sector of the market. For that reason I am not going to review the history of the portfolio. However, the April 2003 issue of the AAII Journal has extensive coverage of the portfolio’s history (“The AAII Beginner’s Portfolio: An Annual Performance Review”).

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