Model Portfolios

AAII Model Portfolio Update: Small Caps Deflated in April After Big March

Deflation seems to be all the rage these days, so it is probably appropriate that small-cap stocks took a breather in April after a big up month in March. Returns were mixed; the S&P 500 index’s total return was up 1.0%.

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
4.7 6.2 20.8 21.9 15.7 18.7 12.5

1-Year Return: 6.2%
As Of 4/30/2015

Stock Portfolio

1.9 12.8 16.6 14.2 8.2 9.5 16.6
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
3.1 10.1 13.9 11.7 8.2 9.3 14.0

1-Year Return: 10.1%
As Of 4/30/2015

Fund Portfolio

1.9 12.8 16.6 14.2 8.2 9.5 16.6
Compared to Vanguard 500 Idx (VFINX)
Data as of 4/30/2015.
* See "Important Concepts."