Model Portfolios

June Model Shadow Stock Portfolio Review

May was an up-and-down month for stocks. Most broad domestic indexes were lower through the first half of the month, but an end-of-month rally sent most to monthly gains. The S&P 500 index itself finished May with a 1.8% gain, less than 2% below its all-time high close set on May 21, 2015.

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
1.7 -14.8 -0.5 12.1 10.1 17.9 -3.2

1-Year Return: -14.8%
As Of 5/31/2016

Stock Portfolio

3.5 1.6 10.9 11.5 7.3 11.2 10.9
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
3.3 -4.5 6.6 7.5 5.8 11.8 6.5

1-Year Return: -4.5%
As Of 5/31/2016

Fund Portfolio

3.5 1.6 10.9 11.5 7.3 11.2 10.9
Compared to Vanguard 500 Idx (VFINX)
Data as of 5/31/2016.
* See "Important Concepts."