Model Shadow Stock Portfolio Keeps Chugging Along

    by James B. Cloonan

    AAII’s Model Shadow Stock Portfolio was up 4.7% for the three months from the end of November through February.

    Figure 1.
    Model Shadow Stock
    Portfolio vs. Benchmarks
    (Through 2/28/06)
    Year-to-date 2006, the portfolio is up 5.4%. This increase compares to the S&P 500’s 2.9% over the same time period (as represented by the Vanguard 500 Index fund). Although the market most recently has been up, the choppiness that has marked the past year is continuing into 2006, and continues to affect the model portfolio as well as the general market.

    Figure 1 on the following page provides the returns for the Model Shadow Stock Portfolio and comparison indexes.

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    → James B. Cloonan