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AAII Model Portfolios Update: Mixed Up May
While the broad market steadied itself near its all-time high, economic data continued to reflect the economy's Jekyll & Hyde personality. Car sales rose to levels not seen since February 2007, to the delight of auto manufacturers, but the labor force participation rate remained mired at a 36-year low of 62.8%. Concern over the possibility of a market correction is foremost in investors' minds. The Dow Jones industrial average has spent much of 2014 in a range between 16,000 & 16,700, and May was no different. This could be indicative of a decline in risk appetite. This attitude has clearly hurt the Model Shadow Stock Portfolio, which invests in more volatile micro- and small-cap stocks and significantly underperformed its target. The same trend, however, has resulted in the Model Fund Portfolio outperforming its benchmark.
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
-7.5 12.1 26.3 32.4 17.2 20.9 17.1

1-Year Return: 12.1%
As Of 5/30/2014

Stock Portfolio

4.9 20.2 15.0 18.2 7.6 12.2 15.0
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
5.2 17.3 12.7 17.2 8.2 12.8 12.3

1-Year Return: 17.3%
As Of 5/30/2014

Fund Portfolio

4.9 20.2 15.0 18.2 7.6 12.3 15.0
Compared to Vanguard 500 Idx (VFINX)
Data as of 5/30/2014.
* See "Important Concepts."