Sentences with phrase «aaii model portfolios»

AAII Model Portfolios Model Shadow Stock Portfolio: Purchase Guidelines and Rule Changes Guidelines regarding price action and news are discussed, as well as a higher market capitalization limit and the latest portfolio changes.

AAII Model Portfolios Model Fund Portfolio: REITs Show Their Long - Term Value During the portfolioï ¿ 1/2 s past 12 years, long - term equity REITs have provided excellent diversification without sacrificing return.

AAII Model Portfolios A New Constraint Added to the Model Shadow Stock Portfolio Rules A rule eliminating candidates with negative earnings estimates has been formalized.

AAII Model Portfolios Model Shadow Stock Portfolio Contests 2007 for Best Annual Return The markets and the Shadow Stock Portfolio staged big rebounds, but both remain below their 2007 highs.

AAII Model Portfolios Model Mutual Fund and ETF Portfolios: Value and Small Stocks Impact Returns Value stocks and small - cap stocks have superior long - term performance but hurt the portfolios» returns last year.

AAII Model Portfolios A More Aggressive Approach for the Model Fund Portfolio Two funds have been replaced to help the Model Fund Portfolio take advantage of intermediate - term market trends.

AAII Model Portfolios Model ETF Portfolio: Beats Benchmark, But Total Recovery Not Yet Complete The AAII Model ETF Portfolio is benefiting handsomely from the positive movement in the stock market this year, with a year - to - date return of 38.2 %, compared to a return of 22.7 % for its ETF benchmark.

AAII Model Portfolios Model Shadow Stock Portfolio: Insights and a New Stock To realize the higher long - term returns of small - cap value stocks, some periods of short - term underperformance have to be endured.

AAII Model Portfolios REITs and Frontier Markets Drive Model Fund Portfolio Higher Good first - quarter returns by the REIT and frontier markets funds helped the Model Fund Portfolio beat the S&P 500 on a year - to - date basis.

AAII Model Portfolios 2007 Proves Underwhelming for Small Caps and Value Stocks A year - end review of the AAII Model Shadow Stock Portfolio.

AAII Model Portfolios Bear Market Punishes Shadow Stocks But Qualifying Stocks Abound The stock market is punishing every sector, and it is punishing its favorite children — micro-cap and extreme value stocks — the most.

AAII Model Portfolios New Rules for Model Shadow Stock Portfolio, Including Momentum The portfolio rules governing market capitalization and industry classification were modified, and a new momentum requirement was added.

AAII Model Portfolios Model Fund Portfolio: Replacing a Closed Fund Fidelity OTC (FOCPX) is being added to replace Yacktman Focused (YAFFX).

AAII Model Portfolios Record Market Volatility Affects Model Shadow Stock Portfolio High levels of volatility caused the portfolio to show a year - to - date loss at the end of August.

AAII Model Portfolios Model Fund Portfolio Update: 2005 Mid-Year Review The Model Mutual Fund Portfolio is slightly ahead of the S&P 500 for the first half of this year, but significantly ahead over the last 12 months.

AAII Model Portfolios Despite Uncertainty, Model Shadow Stock Portfolio Still Positive for 2012 Global and domestic uncertainty hurt returns in May, but even with the pullback, the portfolio is up 9.1 % year - to - date.

AAII Model Portfolios Shadow Stock Gains Limited by Pause in Small - Cap Stocks The Model Shadow Stock Portfolio rose 2 % since the last update.

I am exploring and hoping that the AAII model portfolios can be used for initial decision making.

AAII Model Portfolios Model Fund Portfolio Update and a Look at How Various Indexes Are Weighted The Model Mutual Fund Portfolio is down for the year to date at -3.8 %, but performing well considering the weak election - year market.

AAII Model Portfolios Model Shadow Stock Portfolio: Implementing the New Four - Year Sell Rule A new time limit on portfolio holdings triggered the removal of four stocks that no longer qualify and have lackluster long - term returns.

AAII Model Portfolios Model Shadow Stock Portfolio: Staying Invested All 12 Months Staying invested in all 12 months of the year is important since missing the best single month dramatically lowers returns.

AAII Model Portfolios Model Mutual Fund and ETF Portfolios: Choosing a Benchmark Isn't Easy A benchmark should follow the same approach as the portfolio being measured, but the most popular benchmarks measure average portfolio performance.

AAII Model Portfolios After the Storm, Stability Returns to the Model Mutual Fund Portfolio The Model Mutual Fund Portfolio and the general market are up a bit year to date, and after 2008, anything positive is good.

Why not offer this method as one of the AAII model portfolios?

AAII Model Portfolios Bear Market Bites Model Fund Portfolio and Stock - Based Mutual Funds Weakness in May and June hurt the model fund portfolio's return.

AAII Model Portfolios Shadow Stock Portfolio Rewards Investors Who Stayed in Stocks The Model Shadow Stock Portfolio ended February above its pre — bear market high.

AAII Model Portfolios Model Shadow Stock Portfolio Reaches an All - Time High A rally in micro-cap stocks helped drive the portfolio's cumulative return to an all - time high.

AAII Model Portfolios Shadow Stock Portfolio Up 14.9 % in 2010 The Shadow Stock Portfolio is posting good returns despite the market's volatility.

AAII Model Portfolios Real Estate Holding Distinguishes ETF Model Portfolio From Benchmark AAII's Model ETF Portfolio is underperforming its benchmark due largely to the same holding that allowed it to beat the benchmark over other time periods — the holding in iShares Cohen & Steers Realty Majors Fund.

AAII Model Portfolios Maintaining Model Shadow Stock Portfolio Purchase Rules Though no new non-Chinese stocks are qualifying, there is not enough cash in the portfolio to justify looser purchase rules.

AAII Model Portfolios Model Fund Portfolio Holding Opens to New Investors Aston / Fairpointe Mid Cap reopened to new investors.

We responded to this need by creating the AAII Model Portfolio series.

I would have a difficult time obtaining most of the ratios used in the article and would think it would be nice to see this method as an AAII model portfolio.

For a $ 200,000 portfolio (perhaps the smallest you'd want for holding all 27 stocks in the AAII portfolio), five - year ongoing costs would then be: Mutual Funds $ 10,000 (yikes...) Index Funds $ 2,000 (much better) 27 Individual Stocks (including $ 20 for Kahneman's book): Annual turnover 35.8 % $ 681 Annual turnover 20.0 % $ 452 AAII Model portfolio $ 948 (116 $ 8 transactions 2007 - 2011) Investors with smaller portfolios will not show the same advantage for stock investments and may prefer index funds over mutual funds or stocks.

Consider the holding period for mutual funds and index funds to be indefinite, and then consider three types of stock investor: (i) AAII Model Portfolio, currently with 27 stocks; (ii) A typical investor as cited in the related Steven Sears article holding 27 stocks for an average 3.27 - year holding period (turnover ratio 30.58 %); and (iii) An investor who holds 27 stocks for the five - year average typical of a market cycle (20 % turnover ratio).

Unbelievable: The AAII model portfolio would leave a retired investor looking for «what hit me»..

Not exact matches

Your ticket to valuable AAII stock screens, model portfolios, investment mini-courses, FREE investor e-books and extensive investment research.

Model Shadow Stock Portfolio Performance & News The AAII Model Shadow Stock Portfolio, which is a real - money portfolio of micro-cap value stocks, lost 1.85 % Portfolio Performance & News The AAII Model Shadow Stock Portfolio, which is a real - money portfolio of micro-cap value stocks, lost 1.85 % Portfolio, which is a real - money portfolio of micro-cap value stocks, lost 1.85 % portfolio of micro-cap value stocks, lost 1.85 % in April.

The next quarterly review of the AAII Model Shadow Stock Portfolio will take place at the end of May.

Can't someone at AAII come up with a model stock portfolio for these strategies??? What can I do to spur this on?

AAII's model portfolios are real investments with real dollars that are managed as if by an individual investor.

Learn how to follow the Model Shadow Stock Portfolio: AAII senior financial analyst Wayne Thorp, CFA, and AAII Journal editor Charles Rotblut, CFA, offer guidance on how to successfully follow the portfolio in thPortfolio: AAII senior financial analyst Wayne Thorp, CFA, and AAII Journal editor Charles Rotblut, CFA, offer guidance on how to successfully follow the portfolio in thportfolio in this video.

The stocks selected can be recent additions or deletions from one of our model portfolios: Shadow Stock, AAII Dividend Investing, Stock Superstars Report or VMQ Stocks.

We will be examining the Model Shadow Stock Portfolio in the October 2012 AAII Journal; in the meantime you can follow updates here.

I have just joined aaii, I received the member package.I am a bit confused with the model fund portfolio, as it is not the same as the portfolio on line.

AAII members receive the monthly AAII Journal, model portfolios, access to over 40 local chapters and the comprehensive investment education available on our website at www.aaii.com.

A subscription to AAII Dividend Investing will educate you on how to become a successful dividend investor and give you access to a model portfolio of 24 hand - picked dividend - paying stocks.

5) The AAII Model Shadow Stock Portfolio does have some annual portfolio turnover which also creates an excellent opportunity to harvest some portfolio income for rePortfolio does have some annual portfolio turnover which also creates an excellent opportunity to harvest some portfolio income for reportfolio turnover which also creates an excellent opportunity to harvest some portfolio income for reportfolio income for retirement.

My resons are as follows: 1) Last checked I believe that the AAII Model Shadow Stock Portfolio had a 10 year of about 22 % and a 17.7 % compound annual return since its inception in 1993 2) I take a «Total Return Approach» in planning for retirement portfoliPortfolio had a 10 year of about 22 % and a 17.7 % compound annual return since its inception in 1993 2) I take a «Total Return Approach» in planning for retirement portfolioportfolio income.

Many Discount Brokerage firms charging between $ 5.00 & $ 10.00 per trade, if an investor has a $ 100,000 portfolio comprised of 20 stocks with an average value of $ 5,000 / stock selling one stock from the AAII Model Shadow Stock Portfolio, with a commission range between $ 5.00 - $ 10 per trade works out to a rate of.1 % to.2 % which is very reportfolio comprised of 20 stocks with an average value of $ 5,000 / stock selling one stock from the AAII Model Shadow Stock Portfolio, with a commission range between $ 5.00 - $ 10 per trade works out to a rate of.1 % to.2 % which is very rePortfolio, with a commission range between $ 5.00 - $ 10 per trade works out to a rate of.1 % to.2 % which is very reasonable.