Model Portfolios

Model Shadow Stock Portfolio Alert (12/1/2016): Click here for the latest buys and sells for the Model Shadow Stock Portfolio.
Election Aftermath & Latest Portfolio Reviews

James Cloonan did not perform any portfolio reviews this month, so there are no changes to either the AAII Model Shadow Stock Portfolio or AAII Model Fund Portfolio.
AAII model portfolios provide members with stock and 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
10.1 8.5 -1.2 15.1 9.9 16.5 -4.1

1-Year Return: 8.5%
As Of 10/31/2016

Stock Portfolio

5.8 4.4 8.7 13.4 6.6 10.6 8.7
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
6.8 4.3 5.4 10.0 5.6 11.5 5.3

1-Year Return: 4.3%
As Of 10/31/2016

Fund Portfolio

5.8 4.4 8.7 13.4 6.6 10.6 8.7
Compared to Vanguard 500 Idx (VFINX)
Data as of 10/31/2016.
* See "Important Concepts."