Friday, August 9, 2013

AAII’s Model Fund Portfolio



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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