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AAII Model Portfolios Update: Small Is the New Black

The S&P 500 index lost 0.4% in December, as large caps ended an up-and-down month on a negative note. Apparently large-cap stocks were on Santa’s naughty list last month, as small-cap stocks seemed to be favored instead. The S&P SmallCap 600 index gained 2.9% in December. Last month two new stocks were added to the Model Shadow Stock Portfolio—Global Power Equipment Group (GLPW) and L.S. Starrett Co. (SCX), which James Cloonan discusses in the January AAII Journal.

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
-5.8 -5.8 26.5 25.6 14.8 18.9 14.6

1-Year Return: -5.8%
As Of 12/31/2014

Stock Portfolio

13.5 13.5 20.2 15.3 7.6 9.0 20.2
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
9.9 9.9 16.2 13.1 7.2 12.6 12.7

1-Year Return: 9.9%
As Of 12/31/2014

Fund Portfolio

13.5 13.5 20.2 15.3 7.6 9.0 20.2
Compared to Vanguard 500 Idx (VFINX)
Data as of 12/31/2014.
* See "Important Concepts."