Close
Model Portfolios

AAII Model Portfolios Update: An Exhausted Bull Reaches New Highs
On June 24, the S&P 500 index touched a new high of 1968.17. While many bears have been patiently waiting for what they feel is a long-overdue correction, the market pushed into record territory during a bumpy June. Fuel for the upward move was provided by the Federal Reserve, which recently reaffirmed its focus on jobs over financial stability, as well as by improving jobs and consumer confidence data. This move higher lifted all boats, but the Model Shadow Stock Portfolio especially benefited as it invests in more volatile micro- and small-cap stocks. The Model Fund Portfolio trailed the Model Shadow Stock Portfolio as it holds less risky assets, but it still performed well 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
-0.7 18.3 28.5 34.7 17.4 21.1 18.0

1-Year Return: 18.3%
As Of 6/30/2014

Stock Portfolio

7.0 24.4 16.4 18.7 7.7 12.1 16.4
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
7.5 22.9 14.1 17.8 8.1 12.8 13.6

1-Year Return: 22.9%
As Of 6/30/2014

Fund Portfolio

7.0 24.4 16.4 18.7 7.7 12.1 16.4
Compared to Vanguard 500 Idx (VFINX)
Data as of 6/30/2014.
* See "Important Concepts."