Drawdowns and Rewards for the Model Shadow Stock Portfolio
January 2019

Why Quarterly Reviews Still Make Sense
October 2018

Shadow Stock Value and Size Factors
September 2018

Origins of The Model Shadow Stock Portfolios, and a New Stock
July 2018

Insights on the Model Shadow Stock Portfolio and a New Stock
April 2018

Implementing the New Four-Year Sell Rule
January 2018

Three New Stocks Added to Model Shadow Stock Portfolio
October 2017

Loosened Buy Rules on New Addition to Model Shadow Stock Portfolio
July 2017

Don’t Fear Real Estate or the Stock Market in the Model Fund Portfolio
May 2017

Handling Financial Statement Revisions in Model Shadow Stock Portfolio
April 2017

Model Fund Portfolio Moves to a More Aggressive Allocation
March 2017

New Additions to Model Shadow Stock Portfolio, Plus Value Leads
January 2017

Level3 Approach: Answers to Questions
November 2016

Model Shadow Stock Portfolio: New Rules, Including Momentum
October 2016

Model Fund Portfolio: The New Level3 Passive Portfolio
August 2016

Opportunities Among Micro Caps in Model Shadow Stock Portfolio
April 2016

REITs Provide Long-Term Value to Portfolio
March 2016

Revised Guidance on Following the Model Shadow Stock Portfolio
January 2016

The Model Shadow Stock Portfolio’s Long-Term Performance
October 2015

Diversification Offsets Weak Performers
August 2015

Rule Change Made to Shadow Stock Portfolio
July 2015

No Reason to Switch Funds in the Model Fund Portfolio
May 2015

Model Shadow Stock Portfolio: Sell Rules Dictate a Change
April 2015

Dramatic Changes Help and Hurt the Model Fund Portfolio
March 2015

Two New Stocks Added to the Model Shadow Stock Portfolio
January 2015

Replacing a Mutual Fund With an ETF in the Model Fund Portfolio
November 2014

Maintaining Model Shadow Stock Portfolio Purchase Rules
October 2014

A New Constraint Added to the Model Shadow Stock Portfolio Rules
July 2014

Model Shadow Stock Portfolio Rules Amended and Clarified
April 2014

The Model Shadow Stock Portfolio and Micro-Cap Stock Spreads
October 2013

Three Different Ways to Follow the Model Shadow Stock Portfolio
July 2013

A New Fund and Suggested Allocation for the Model Fund Portfolio
May 2013

A Look at the Model Shadow Stock Portfolio’s True Risk
April 2013

Revised Model Fund Portfolio: Benchmark Impacted by Cap Weighting
November 2012

Revised Model Fund Portfolio: Combining Mutual Funds and ETFs
August 2012

Model Mutual Fund and ETF Portfolios: Choosing a Benchmark Isn’t Easy
May 2012

Model Shadow Stock Portfolio Reaches an All-Time High
April 2012

Model Mutual Fund and ETF Portfolios: Value and Small Stocks Impact Returns
March 2012

Model Mutual Fund and ETF Portfolios: Waiting for Value and Small-Cap to Improve
November 2011

Model Mutual Fund and ETF Portfolios: Combined Update, Different Strategies
August 2011

Shadow Stock Gains Limited by Pause in Small-Cap Stocks
July 2011

Model ETF Portfolio Versus Benchmark: More Diversification, Similar Returns
May 2011

Shadow Stock Portfolio Rewards Investors Who Stayed in Stocks
April 2011

Model Mutual Fund Portfolio: Revisiting Fund Selection Rules
March 2011

Bear Market Bites Model Fund Portfolio and Stock-Based Mutual Funds
August 2010

Shadow Stock Portfolio Up 14.9% in 2010
July 2010

Model Shadow Stock Portfolio Up 66%, as Market Move Mystifies Pundits
October 2009