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AAII Model Portfolios Update: Large Cap Gains Leave Small Caps Lagging


The S&P index climbed 2.5% in November. Energy prices and strengthening economic data in the US continued to be the themes for the market. With gasoline $3 a gallon (and under) now a reality for consumers, analysts expect that that money will return to the market in the form of consumer spending This would be a welcome change, given the rather poor Black Friday retail sales numbers that came out. Additionally, a weakening China also cast a pall over the market as its economy struggled with a bursting housing bubble and slowing demand across the globe for everything except iPhones. The Model Fund Portfolio climbed 1.3% during November, while the Model Shadow Stock Portfolio, which specifically invests in small-company stocks, fell 2.4%.

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
-9.6 -6.5 26.7 26.2 14.8 18.8 14.8

1-Year Return: -6.5%
As Of 11/28/2014

Stock Portfolio

13.8 16.7 20.7 15.8 7.9 9.0 20.7
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
9.7 12.2 16.5 13.9 7.5 9.1 12.9

1-Year Return: 12.2%
As Of 11/28/2014

Fund Portfolio

13.8 16.7 20.7 15.8 7.9 9.0 20.7
Compared to Vanguard 500 Idx (VFINX)
Data as of 11/28/2014.
* See "Important Concepts."