Stock Commentary Archive
Higher Prices Prompt Rule Change in the Model Shadow Stock Portfolio
January 2013
Adherence to Rules Helps Model Shadow Stock Portfolio's Performance
October 2012
Despite Uncertainty, Model Shadow Stock Portfolio Still Positive for 2012
July 2012
Model Shadow Stock Portfolio Reaches an All-Time High
April 2012
Model Shadow Stock Portfolio: Up Modestly During an Atypical Year
January 2012
Record Market Volatility Affects Model Shadow Stock Portfolio
October 2011
Shadow Stock Gains Limited by Pause in Small-Cap Stocks
July 2011
Shadow Stock Portfolio Rewards Investors Who Stayed in Stocks
April 2011
The Model Shadow Stock Portfolio retreated during the four-month pullback in the stock market.
October 2010
Shadow Stock Portfolio Up 14.9% in 2010
July 2010
Shadow Stock Portfolio: About Even Despite High Volatility
April 2010
Model Shadow Stock Portfolio Contests 2003 for Best Annual Return
January 2010
Model Shadow Stock Portfolio Up 66%, as Market Move Mystifies Pundits
October 2009
Rebound: Model Shadow Stock Portfolio Strongly Up, But Still Playing Catch-Up
July 2009
Model Stock Portfolio: Beating the Benchmark Is Nice, But a Loss Isn't
April 2009
Bear Market Punishes Shadow Stocks, But Qualifying Stocks Abound
January 2009
Results Not Yet Final, But So Far Election-Year Returns Have Yet to Appear
October 2008
Portfolio Update and the Disappointing Election-Year Market
July 2008
Market Weakness Hits Model Shadow Stock Portfolio
April 2008
2007 Proves Underwhelming for Small Caps and Value Stocks
January 2008
Third Year of an Election Cycle: Volatility Returns to the Market
October 2007
A Choppy Ride Up for the Market and Shadow Stock Portfolio
July 2007
Portfolio Stays Ahead of the Market During Rocky Quarter in Early 2007
April 2007
A Strong Year-End Finish; and Comments on Spreads
January 2007
Third-Quarter Review, Plus Advice for the Do-It-Yourselfers
October 2006
Shadow Stock Portfolio Keeps Chugging Along in Early 2006
April 2006
Update on McRae Industries
February 2006
2005 Fourth Quarter Review; Comments on Delistings and Deregistrations
January 2006
Portfolio Still Leads as Market Runs Out of Gas
July 2005
First Quarter 2005 Performance Review
April 2005
Quarterly Performance Review
January 2005
Stock Weightings
October 2004
Quarterly Performance Review
September 2004
First Quarter 2004 Performance Review
June 2004
Portfolio Rule Change: Market Cap Raised
April 2004
Shadow Stock Portfolio Performance Review and Changes
January 2004
Implementing the Individual Investor's Shadow Stock
November 2003
Holding Period Question from a Member
No Summer Doldrums for the Shadow Stock Portfolio
Portfolio Still Up for the Year After Market Correction
Dealing With Day-to-Day Problems and Unintended Consequences
