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Model Portfolios

AAII Model Portfolio Update: A Spring Bounce

Spring is in the air as temperatures warm up to a tolerable level here in Chicago. The S&P 500 index’s total return was down 1.6% for March, fairly typical of index performance for the month.

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
5.5 2.9 21.5 23.9 15.2 18.7 12.8

1-Year Return: 2.9%
As Of 3/31/2015

Stock Portfolio

0.9 12.6 15.9 14.3 7.9 9.5 15.9
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
2.6 9.1 13.5 12.3 7.7 9.3 13.6

1-Year Return: 9.1%
As Of 3/31/2015

Fund Portfolio

0.9 12.6 15.9 14.3 7.9 9.5 15.9
Compared to Vanguard 500 Idx (VFINX)
Data as of 3/31/2015.
* See "Important Concepts."