Stock Commentary Archive

Model Shadow Stock Portfolio: New Rules, Including Momentum
October 2016

Limitations When Managing a Real Model Shadow Stock Portfolio
July 2016

Opportunities Among Micro Caps in Model Shadow Stock Portfolio
April 2016

Revised Guidance on Following the Model Shadow Stock Portfolio
January 2016

The Model Shadow Stock Portfolio’s Long-Term Performance
October 2015

Rule Change Made to Shadow Stock Portfolio
July 2015

Model Shadow Stock Portfolio: Sell Rules Dictate a Change
April 2015

Two New Stocks Added to the Model Shadow Stock Portfolio
January 2015

Maintaining Model Shadow Stock Portfolio Purchase Rules
October 2014

A New Constraint Added to the Model Shadow Stock Portfolio Rules
July 2014

Model Shadow Stock Portfolio Rules Amended and Clarified
April 2014

Model Shadow Stock Portfolio: Purchase Guidelines and Rule Changes
January 2014

The Model Shadow Stock Portfolio and Micro-Cap Stock Spreads
October 2013

Three Different Ways to Follow the Model Shadow Stock Portfolio
July 2013

A Look at the Model Shadow Stock Portfolio’s True Risk
April 2013

Higher Prices Prompt Rule Change in the Model Shadow Stock Portfolio
January 2013

Adherence to Rules Helps Model Shadow Stock Portfolio's Performance
October 2012

Despite Uncertainty, Model Shadow Stock Portfolio Still Positive for 2012
July 2012

Model Shadow Stock Portfolio Reaches an All-Time High
April 2012

Model Shadow Stock Portfolio: Up Modestly During an Atypical Year
January 2012

Record Market Volatility Affects Model Shadow Stock Portfolio
October 2011

Shadow Stock Gains Limited by Pause in Small-Cap Stocks
July 2011

Shadow Stock Portfolio Rewards Investors Who Stayed in Stocks
April 2011

The Model Shadow Stock Portfolio retreated during the four-month pullback in the stock market.
October 2010

Shadow Stock Portfolio Up 14.9% in 2010
July 2010

Shadow Stock Portfolio: About Even Despite High Volatility
April 2010

Model Shadow Stock Portfolio Contests 2003 for Best Annual Return
January 2010

Model Shadow Stock Portfolio Up 66%, as Market Move Mystifies Pundits
October 2009

Rebound: Model Shadow Stock Portfolio Strongly Up, But Still Playing Catch-Up
July 2009

Model Stock Portfolio: Beating the Benchmark Is Nice, But a Loss Isn't
April 2009

Bear Market Punishes Shadow Stocks, But Qualifying Stocks Abound
January 2009

Results Not Yet Final, But So Far Election-Year Returns Have Yet to Appear
October 2008

Portfolio Update and the Disappointing Election-Year Market
July 2008

Market Weakness Hits Model Shadow Stock Portfolio
April 2008

2007 Proves Underwhelming for Small Caps and Value Stocks
January 2008

Third Year of an Election Cycle: Volatility Returns to the Market
October 2007

A Choppy Ride Up for the Market and Shadow Stock Portfolio
July 2007

Portfolio Stays Ahead of the Market During Rocky Quarter in Early 2007
April 2007

A Strong Year-End Finish; and Comments on Spreads
January 2007

Third-Quarter Review, Plus Advice for the Do-It-Yourselfers
October 2006

Shadow Stock Portfolio Keeps Chugging Along in Early 2006
April 2006

Update on McRae Industries
February 2006

2005 Fourth Quarter Review; Comments on Delistings and Deregistrations
January 2006

Portfolio Still Leads as Market Runs Out of Gas
July 2005

First Quarter 2005 Performance Review
April 2005

Quarterly Performance Review
January 2005

Stock Weightings
October 2004

Quarterly Performance Review
September 2004

First Quarter 2004 Performance Review
June 2004

Portfolio Rule Change: Market Cap Raised
April 2004

Shadow Stock Portfolio Performance Review and Changes
January 2004

Implementing the Individual Investor's Shadow Stock Portfolio
November 2003

Holding Period Question from a Member

No Summer Doldrums for the Shadow Stock Portfolio

Portfolio Still Up for the Year After Market Correction

Dealing With Day-to-Day Problems and Unintended Consequences