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Model Portfolios

AAII Model Portfolios Update: Data as of March 31, 2014
We are now a full quarter of the way through 2014 and the market still does not have a clear direction. March turned out to be a volatile month for stocks, but the market did end up slightly higher. The employment outlook continues to look better, although we are far from witnessing the hiring sprees normally attributed to fast economic expansions.
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
-3.4 27.0 28.0 42.3 17.8 20.9 18.2

1-Year Return: 27.0%
As Of 3/31/2014

Stock Portfolio

1.8 21.6 14.5 21.0 7.3 12.3 14.5
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
3.4 19.1 12.3 20.9 8.0 12.8 12.0

1-Year Return: 19.1%
As Of 3/31/2014

Fund Portfolio

1.8 21.6 14.5 21.0 7.3 12.3 14.5
Compared to Vanguard 500 Idx (VFINX)
Data as of 3/31/2014.
* See "Important Concepts."