Model Portfolios

Model Shadow Stock Portfolio Alert (9/1/2016): Click here for the latest buys and sells for the Model Shadow Stock Portfolio.
September Model Shadow Stock Portfolio Changes

Following his September quarterly portfolio review, James Cloonan unveiled several new portfolio rules for the Model Shadow Stock Portfolio. These new rules came about from changes in market conditions as well as Cloonan’s research for his book, “Investing at Level3.” The specific changes are:

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
11.8 4.6 2.5 16.5 11.4 17.3 1.6

1-Year Return: 4.6%
As Of 8/31/2016

Stock Portfolio

7.7 12.4 12.1 14.5 7.4 10.7 12.1
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
8.8 9.0 8.7 10.9 6.3 11.6 8.4

1-Year Return: 9.0%
As Of 8/31/2016

Fund Portfolio

7.7 12.4 12.1 14.5 7.4 10.7 12.1
Compared to Vanguard 500 Idx (VFINX)
Data as of 8/31/2016.
* See "Important Concepts."