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Model Shadow Stock Portfolio Up 66%, as Market Move Mystifies Pundits

by James B. Cloonan

Model Shadow Stock Portfolio Up 66%, As Market Move Mystifies Pundits Splash image

The Model Shadow Stock Portfolio continues to do well in 2009—and if the portfolio continues to hold up, it will rival the year 2003 as our best year ever.

The Model Shadow Stock Portfolio is up 66.6% as of the end of August, compared to a positive 15.0% return for the S&P 500 (as measured by the Vanguard 500 Index fund). The long-term results and comparisons to other indexes can be seen in Table 1.

Despite this performance, we still have not recouped all the losses from 2008. It will probably be awhile before the Model Shadow Stock Portfolio and the general market completely recover and the purple line in Figure 1 reaches a new high.

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James B. Cloonan is founder and chairman of AAII.


Discussion

Norman from Michigan posted over 3 years ago:

I have just joined aaii, I received the member package.I am a bit confused with the model fund portfolio,as it is not the same as the portfolio on line. Also is the nearest local chapter to me being in Saginaw mi 48602, the one in Levonia mi. Thanks Norm jones jonesfm10@aol.com


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