Shadow Stock Portfolio Up 8.5% Year-to-Date Despite Market Weakness

    by James B. Cloonan

    Shadow Stock Portfolio Up 8.5% Year To Date Despite Market Weakness Splash image

    Over the last three months, the market in general continued its weakness, with smaller company stocks a bit weaker than large caps.

    However the Model Shadow Stock Portfolio is still up 8.5% for the year, compared to 5.7% for the Vanguard 500 Index Fund (VFINX). Figure 1 shows the comparisons with other indexes and for other periods.

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    → James B. Cloonan