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Record Market Volatility Affects Model Shadow Stock Portfolio

by James B. Cloonan

Record Market Volatility Affects Model Shadow Stock Portfolio Splash image

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.

Table 1 lists the current holdings of the Model Shadow Stock Portfolio, and Figure 1 and Table 2 report on the portfolio’s performance.

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James B. Cloonan is founder and chairman of AAII.


Discussion

Dewey from Texas posted over 2 years ago:

Ready to add to current position with some in the model stock portfolio.


Frank from Texas posted over 2 years ago:

Have you ever compared your portfolio to some of the higher rated (morning star ratings) small cap stock funds?
Frank


David from California posted over 2 years ago:

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


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