Model Portfolios

AAII Model Portfolios Update: Data as of May 31, 2013
The market continued to rally during May. It has been well-documented that high-yielding stocks have performed well during the recent market rally. However, during the last few days of May, investors began to pull back on high-yielding companies as valuations on these stocks rose. In addition, investors are keeping a close watch on interest rates, speculating on when the Federal Reserve may raise rates. During May, smaller-cap stocks came back in favor, after larger-cap stocks performed better in April.
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
32.8 62.2 33.6 21.4 22.5 22.7 22.0

1-Year Return: 62.2%
As Of 5/31/2013

Stock Portfolio

15.3 27.1 16.7 5.3 7.5 13.8 16.7
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
13.6 27.2 15.3 4.2 nmf 14.9 14.5

1-Year Return: 27.2%
As Of 5/31/2013

Fund Portfolio

15.3 27.1 16.7 5.3 7.5 13.8 16.7
Compared to Vanguard 500 Idx (VFINX)
Data as of 5/31/2013.
* See "Important Concepts."