Model Portfolios

U.S. Stocks Post Strong Gains in March, Capping Off Wild First Quarter

During the first quarter of 2016, U.S. stocks took investors on a roller-coaster ride. After all the dips and turns, however, those that held on were rewarded with year-to-date gains as of the end of March, which corresponded with the seventh anniversary of the current bull market. Once again we are reminded that markets can be incredibly volatile in the short term, and they can also turn on a dime. This underscores the necessity for a long-term mindset and a well-diversified investment portfolio.

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
1.8 -18.2 2.3 12.1 10.2 18.3 1.2

1-Year Return: -18.2%
As Of 3/31/2016

Stock Portfolio

1.3 1.7 11.7 11.4 6.9 11.2 11.7
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
1.5 -5.5 7.1 7.3 5.4 11.8 6.9

1-Year Return: -5.5%
As Of 3/31/2016

Fund Portfolio

1.3 1.7 11.7 11.4 6.9 11.2 11.7
Compared to Vanguard 500 Idx (VFINX)
Data as of 3/31/2016.
* See "Important Concepts."