How the Strategies Have Fared: A Mid-Year Performance Review

by John Bajkowski

How The Strategies Have Fared: A Mid Year Performance Review Splash image

A second quarter stock market surge overtook a weak market start in 2003, resulting in some of the broadest stock gains investors have seen in years. Virtually all market segments participated in the market rally, leading to double-digit gains for most. All of the fully invested screening strategies tracked on AAII.com showed positive gains for the first half of 2003, with smaller-cap strategies typically showing better performance than strategies investing in larger issues.

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