Model Portfolios

Second-Quarter Review and July Model Fund Portfolio Update

Having closed the books on the second quarter of 2016, we can look back to see that it somewhat mirrored the first quarter: An initially disappointing quarter was once again saved by a late-quarter rally. After experiencing a 9% drawdown in the first quarter, investors had to endure a 5% drawdown in the second quarter. In both instances, however, the broad market indexes were able to end the quarter in positive territory. In fact, the last week of the second quarter was the best week for the S&P 500 year to date, with a 3.2% gain. All of this, as always, underscores the need to look past near-term market volatility and focus on your long-term investment strategy.

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
3.1 -15.6 -0.6 12.0 10.4 17.9 -3.5

1-Year Return: -15.6%
As Of 6/30/2016

Stock Portfolio

3.8 3.8 11.5 11.9 7.3 11.1 11.5
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
2.9 -2.8 7.3 7.8 5.8 11.7 7.1

1-Year Return: -2.8%
As Of 6/30/2016

Fund Portfolio

3.8 3.8 11.5 11.9 7.3 11.1 11.5
Compared to Vanguard 500 Idx (VFINX)
Data as of 6/30/2016.
* See "Important Concepts."