Close
Model Portfolios

AAII Model Portfolios Update: Love Is in the Air, But No Valentine for Stocks

We may be approaching the season of love, but all is not a bed of roses in the stock market. The S&P 500 index’s total return was -3.0% in January. However, large-cap stocks were not alone in struggling through January: Cupid’s arrow also failed to strike small-cap stocks, as the S&P SmallCap 600 index’s total return was -3.5% in January.

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
-4.4 -2.5 20.5 25.3 14.2 18.9 11.8

1-Year Return: -2.5%
As Of 1/30/2015

Stock Portfolio

-3.0 14.0 17.3 15.4 7.5 9.0 17.3
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
-2.4 9.5 13.3 13.5 7.2 12.6 10.6

1-Year Return: 9.5%
As Of 1/30/2015

Fund Portfolio

-3.0 14.0 17.3 15.4 7.5 9.0 17.3
Compared to Vanguard 500 Idx (VFINX)
Data as of 1/30/2015.
* See "Important Concepts."