Saturday, July 27, 2013

AAII’s Mild-Risk Stock Selections


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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