Model Portfolios

AAII Model Portfolio Update: Small-Cap Stocks Lag

Performance in July varied significantly among the major indexes, with large-cap stocks outperforming small-cap stocks. The S&P 500 index’s total return was up 2.1%, which was similar to the performance of larger-capitalization indexes for the month of July.

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
-2.6 -3.8 21.8 21.5 13.0 17.9 12.3

1-Year Return: -3.8%
As Of 7/31/2015

Stock Portfolio

3.3 11.1 17.4 16.1 7.6 8.3 17.4
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
0.5 4.3 15.2 12.9 6.8 8.5 15.1

1-Year Return: 4.3%
As Of 7/31/2015

Fund Portfolio

3.3 11.1 17.4 16.1 7.6 8.3 17.4
Compared to Vanguard 500 Idx (VFINX)
Data as of 7/31/2015.
* See "Important Concepts."