Model Portfolios
Inception Performance*
Model Stock 241.45%
Model Fund 181.93%
S&P 500 w/o div. 28.31%
Russell 2000 73.11%
Wilshire 5000 38.07%
*01-02-03 through 09-30-08
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How Professional Investors Can Use AAS Model Portfolios
 
1) Decide which AAS model portfolio(s) is appropriate for your client.
  a) Click here for an Investment Profile Questionnaire.
  b) For information on the AAS Model Fund Portfolios click here
  c) For information on the AAS Model Stock Portfolio click here
2) Determine what percentage of a client’s overall portfolio should be allocated to the chosen portfolio(s).
  a) Investment Professionals can use the Asset Allocation tool for assistance with this step.
3) Commit client assets to the securities currently selected in the AAS Model Portfolio.
  a)

This can either be done all at one time, or spread out over several days
4)

Investment portfolio maintenance.
  a) a) Review the current AAS Model Portfolios for any Buy or Sell Recommendations.
   
  i) If a Sell or Buy recommendation is present, AAS recommends that professionals effect the transaction that day.
  b) AAS urges its Professional subscribers to utilize their own judgment and experience prior to effecting trades.
  c) It is recommended that professional investors periodically use the Asset Allocation tool to re-balance their client’s portfolio
  d) For further information, please read How to Understand the AAS Investment Research Report.
     
     
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