Model Portfolios

AAII Model Portfolios Update: Data as of 4/30/2013
Overall, the market continued to perform well through April. It has been well-documented that high-yielding stocks have performed well during the recent market rally. In addition, smaller-cap stocks have also performed well during this time. During April, however, larger market-capitalization stocks outperformed their smaller-cap counterparts; the S&P SmallCap 600 index was actually down for the month, the first time the index has retreated since last October. It could be just that smaller-cap stocks are seeing some profit-taking, or it may be the beginning of a pullback as small-cap stocks have gotten a little rich. At the end of April, the S&P SmallCap 600 had a price-earnings ratio of 20.4.
AAII model portfolios provide members with stock and mutual 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
24.7 38.6 28.3 20.1 22.0 23.0 19.6

1-Year Return: 38.6%
As Of 4/30/2013

Stock Portfolio

12.7 16.7 12.6 5.1 7.8 14.8 12.6
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
11.3 17.6 11.5 4.6 nmf 15.7 11.1

1-Year Return: 17.6%
As Of 4/30/2013

Fund Portfolio

12.7 16.7 12.6 5.1 7.8 14.8 12.6
Compared to Vanguard 500 Idx (VFINX)
Data as of 4/30/2013.
* See "Important Concepts."