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AAII Model Portfolio Update: Cupid Rallies to the Cause

Despite a loveless January, romance and stocks bloomed in February. The S&P 500 index’s total return was 5.8% for the month. The market love was fairly egalitarian in February, as most of the performance of indexes and portfolios was around the 6.0% level.

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
1.0 -1.3 20.3 25.8 14.2 18.6 12.2

1-Year Return: -1.3%
As Of 2/28/2015

Stock Portfolio

2.6 15.3 17.8 16.0 7.9 9.4 17.8
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
2.7 9.7 14.3 13.8 7.5 12.6 11.7

1-Year Return: 9.7%
As Of 2/28/2015

Fund Portfolio

2.6 15.3 17.8 16.0 7.9 9.4 17.8
Compared to Vanguard 500 Idx (VFINX)
Data as of 2/28/2015.
* See "Important Concepts."