Three Different Ways to Follow the Model Shadow Stock Portfolio
It has been a very strong year for the Model Shadow Stock Portfolio. The portfolio is up 32.8% year-to-date compared to the S&P 500 index, which is up 15.3% as measured by the Vanguard 500 Index fund (VFINX).
Most U.S. indexes are now above their highs prior to the Great Recession. There has been quite a bull market run, but for most indexes it has been mostly recovery of previous losses. Most pundits keep talking about a correction and get excited every time there are a few down days, but the trend keeps edging up—at least so far.
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