Model Portfolios

Stronger-Than-Expected Corporate Earnings, Economic Data Propel U.S. Stocks in July

U.S. stocks kicked off the second half of 2016 with strong gains in July. Having absorbed the shock caused by the EU referendum (Brexit) at the end of June, corporate earnings and economic data were the primary drivers of stock prices in July. Through the end of July, 63% of S&P 500 companies had reported their quarterly earnings and the blended (reported and estimated) earnings decline of 3.8% was better than the anticipated 5.5% decline as of June 30. In addition, 71% of S&P 500 companies had reported a positive earnings surprise—their actual results exceeded the consensus estimate from analysts. This is above the five-year average of 67% positive surprises.

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
9.5 -4.7 -0.8 13.4 11.1 17.9 -3.9

1-Year Return: -4.7%
As Of 7/31/2016

Stock Portfolio

7.6 5.5 11.0 13.2 7.6 11.0 11.0
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
9.1 3.7 7.6 9.7 6.6 11.8 7.3

1-Year Return: 3.7%
As Of 7/31/2016

Fund Portfolio

7.6 5.5 11.0 13.2 7.6 11.0 11.0
Compared to Vanguard 500 Idx (VFINX)
Data as of 7/31/2016.
* See "Important Concepts."