Record Market Volatility Affects Model Shadow Stock Portfolio
by James B. Cloonan
The Model Shadow Stock Portfolio is down 5.1% for the year as of the end of August.
This lags the S&P 500, as represented by Vanguard 500 Index fund (VFINX), which is down 1.9% year-to-date. Large-cap stocks have been catching up a bit after trailing significantly for several years.
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Table 1 lists the current holdings of the Model Shadow Stock Portfolio, and Figure 1 and Table 2 report on the portfolio’s performance.
Current Events
Market volatility has been at record levels this last quarter. The bulls and bears seem to be fighting it out, with each having big days. The market is still negative in a year that is usually the strongest in the four-year election cycle. As I mentioned before, the push for reduced government spending by both Democrats and Republicans has neutralized the usual “spend to get votes” impact of pre-election years.
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Discussion
Ready to add to current position with some in the model stock portfolio.
posted about 1 year ago by Dewey from Texas
Have you ever compared your portfolio to some of the higher rated (morning star ratings) small cap stock funds?
Frank
posted about 1 year ago by Frank from Texas
Frank, you can do these kinds of analysis yourself using Excel with a technique called "linear regression"; I run these analysis all the time to see my Alpha and beta against set of benchmarks
posted about 1 year ago by David from California
