Focus on the Individual Investor's Shadow Stock Portfolio
by James B. Cloonan
In the September 2003 AAII Journal, I promised to be more specific about the Individual Investors Shadow Stock Portfolio (formerly the Beginners Portfolio) that we have been managing for almost 11 years.
This column fulfills that promise. In it, Ill 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 Investors 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 portfolios history (The AAII Beginners Portfolio: An Annual Performance Review).
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