Model Portfolios

AAII Model Portfolio Update: A Mixed Bag for June

Despite some turbulence from China and Greece, the markets were only modestly down during the month. The S&P 500 index’s total return was down 1.9%, which was similar to the performance of most indexes for the month of June.

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
3.6 -1.7 23.8 24.8 14.8 17.9 13.2

1-Year Return: -1.7%
As Of 6/30/2015

Stock Portfolio

1.2 7.3 17.1 17.2 7.8 8.3 17.1
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
1.1 3.4 15.2 14.6 7.3 8.5 15.1

1-Year Return: 3.4%
As Of 6/30/2015

Fund Portfolio

1.2 7.3 17.1 17.2 7.8 8.3 17.1
Compared to Vanguard 500 Idx (VFINX)
Data as of 6/30/2015.
* See "Important Concepts."