The American Association of Individual Investors has a
model fund portfolio with a 10-year track record since
launched by James B. Cloonan, AAII’s founder.
The model has averaged double-digit gains in the last five and
three years (11.4% and +17.3%), the last 12 months (+22.8%), and this year to
date through June 2013 (+13.1%).
Cloonan’s latest feature article includes word of recent
changes in the model portfolio. See:
AAII is a not-for-profit entity loaded with important information
and general advice. I’ve been a member for about 40 years. In that time, it has
steadily become a better and better resource fulfilling its mission.
It runs its own fully invested stock portfolio as a resource,
example, and benchmark. Its latest list of companies passing its portfolio’s
requirements is at:
Of the eight newly discovered prospects, all show some
excellent fundamental numbers: price/earnings ratios lower than 11 and price to
book ratios lower than 2.
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