AAII Model Portfolios: Third-Quarter Model Fund Portfolio Review & Portfolio Updates

The October AAII Model Portfolio Update is now available online.   Following his October quarterly portfolio review, James Cloonan did not make any changes in the holdings of the AAII Model Fund Portfolio. September and Third Quarter in Review Looking back, the third calendar quarter of 2016 turned out to be the best one yet…

 

No Changes This Month to AAII Model Portfolios

The October AAII Model Portfolio Update is now available online. “October: This is one of the particularly dangerous months to invest in stocks. Other dangerous months are July, January, September, April, November, May, March, June, December, August and February.”—Mark Twain It is difficult to think that October could be any worse for investors after a…

 

Model Portfolios Follow Broad Market in Weak August

Performance in August trended to the downside with a range of concerns weighing on stocks. August and September are historically two of the weakest trading months of the year, according to the Stock Trader’s Almanac. The S&P 500 index’s total return was down 6.0% for the month of August. The Model Fund Portfolio declined by…

 

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. The Model Fund Portfolio was declined by 0.7% in July, while the Model Shadow Stock Portfolio, which…

 

Changes to Model Shadow Stock Portfolio Announced

As we discuss below, several stocks are being added to and deleted from the Model Shadow Stock Portfolio. In addition, the buy and sell rules are being modified. The Model Fund Portfolio was up for the month by 0.2%, while the Model Shadow Stock Portfolio, which invests in micro-cap value stocks, was down 3.3%. The…

 

Small Caps Deflated in April After Big March

Deflation seems to be all the rage these days, so it is probably appropriate that small-cap stocks took a breather in April after a big up month in March. Returns were mixed; the S&P 500 index’s total return was up 1.0%. The Model Fund Portfolio was up for the month by 0.5%, while the Model…

 

A Spring Bounce

Spring is in the air as temperatures warm up to a tolerable level here in Chicago. The S&P 500 index’s total return was down 1.6% for March, fairly typical of index performance for the month. The Model Fund Portfolio was flat for the month, declining only 0.1%, while the Model Shadow Stock Portfolio, which invests…

 

Cupid Rallies to the Cause

Despite a loveless January, romance and stocks bloomed in February. The S&P 500 index’s total return was 5.8% for the month. The market love was fairly egalitarian in February, as most of the performance of indexes and portfolios was around the 6.0% level. The Model Fund Portfolio gained 5.2% in February, while the Model Shadow…

 

January 2015 AAII MODEL PORTFOLIOS UPDATED: 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…