Model Portfolios

AAII Model Portfolios Update: Data as of February 28, 2013
Stocks continued to do well in February, as the market pushed to pre-recession levels. Though I am enjoying the market rally, I cannot help but wonder how long stocks can keep up the momentum. Investors seem to have been shrugging off sequestration, or automatic spending cuts, and have continued to push money into the stock market. That being said, it is likely not time to worry just yet. The S&P 500 is currently trading with a median forward price-earnings ratio of 15.2, which is fair.
AAII model portfolios provide members with stock and mutual fund research and analysis. Our ultimate goal with these portfolios is to provide you with the best of both worlds—investment ideas and investment education. Read More »

Model Shadow Stock Portfolio

YTD Return
(%)		 Annual Return Ann'l
Std
Dev (%)		 3-Year Risk-Adjusted Return (%)*
1-Yr 3-Yr 5-Yr 10-Yr
10.6 25.9 31.5 14.8 21.5 23.5 21.5

1-Year Return: 25.9%
As Of 2/28/2013

Stock Portfolio

6.6 13.3 13.3 4.9 8.1 15.0 13.3
Compared to Vanguard S&P 500 Idx (VFINX)

Model Fund Portfolio

YTD Return
(%)		 Annual Return Ann'l
Std
Dev (%)		 3-Year Risk-Adjusted Return (%)*
1-Yr 3-Yr 5-Yr 10-Yr
6.3 13.9 13.3 4.4 nmf 16.0 12.7

1-Year Return: 13.9%
As Of 2/28/2013

Fund Portfolio

6.6 13.3 13.3 4.9 8.1 15.0 13.3
Compared to Vanguard 500 Idx (VFINX)
Data as of 2/28/2013.
* See "Important Concepts."