For suggestions of such stocks, I turn first to
AAII.com to see the selections for the AAII Model Shadow Stock Portfolio, and
for good reason:
As of June 30, 2013, the model’s total return for
the year to date was 35.1% and its average total return for the last 10, 5, and
3 years was 22.3%, 23.2%, and 37.6%—and 63.3% for the last 12 months.
I’ve mined the ticker symbols of the model’s
holdings, combined with those of companies not in the model but passing its selection
criteria in June—as well as the ticker symbols of companies passing the
criteria of the 3 leading stock-selection strategies on AAII’s list of 77.
My combined list of tickers in alphabetical order::
ACY, ADUS,ADY, AIQ, ALG, AOSL, APP, ARL, CBK, CPSS, CSS,
CXDC, DCO, DXYN, EAC, EBF, ECTY, MERU, FDP, FLXS, GAAS, GAI, GILT, HDNG, HMNF, HOFT,
HTCH, IBCP, IFMI, IMH, INOC, ISH, ISH, JCTCF, JST, KBALB, KTCC, LIWA, MDCI,
MIND, MRLN, PCCC, PCMI, RCKY, RCMT, REGI, REX, ROIAK, SALM, SCVL SGA, SKYW, SMP,
SGRP, SNFCA, TA, TCI, USCR, VOXX, WLFC, XRM, XRSC, ZEUS.
AAII points out that its model portfolios “are real
investments with real dollars that are managed as if by an individual
investor.”
It maintains a model fund portfolio, too.
For the organization’s list of benefits for members,
see:
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