Top AAII Articles

  • John P. Reese

    John P. Reese

    Going From Stock Screen to Real Portfolio

    Today, quantitative stock-picking screens are just about everywhere. A few clicks on any of a myriad of financial websites, and you’ve got it. AAII and other sites even have a number of guru-inspired screens. But choosing a good strategy is only the first part of a quant’s journey to investing success. The other piece involves going from screen to real-life portfolio. And that’s when things can get tricky. This article will guide you through the process of selecting a stock screen to follow and turning it into a portfolio management system.

  • James B. Cloonan

    James B. Cloonan

    Model Shadow Stock Portfolio: The Limitations of a Real Portfolio

    The latest commentary from AAII’s founder, James Cloonan, highlights a key difference between a hypothetical portfolio and one created with real dollars: Not being able to buy all passing stocks due to limited investment dollars.

  • AAII’s Stock Investor Pro

    AAII’s Stock Investor Pro

    Isolating the “Top” Passing Companies in Stock Investor Pro

    AAII’s Stock Investor Pro fundamental stock screening and research database program, generates the passing company listed posted each month at the Stock Screens area of The program is also used to isolate buy candidates for AAII’s Model Shadow Stock Portfolio as well the Dividend Investing and Stock Superstars newsletters. This installment of Stock Investor News, walks you through how to recreate the passing company lists AAII posts each week, only roughly two weeks faster than when they appear online.

  • AAII Blog

    AAII Blog

    Constructing Winning Stock Screens

    When searching for stock investing candidates, it may be easy to come up with a list of meaningful screening criteria, but building and applying a cohesive set of criteria can be challenging. This AAII Blog post discusses how to design a quantitative screening approach that makes practical sense for you.

AAII Member Question

Previous Week’s Results
Which of the following creates the greatest amount of stress when it comes to your finances?
Nothing, I do not have stress when it comes to my finances : 31%

Market fluctuation : 19%

Health expenses : 14%

Not knowing where to go or whom to ask for quality, objective advice : 9%

Retirement : 9%

Debt : 9%

Other : 5%

Everyday expenses : 4%

This Week's Question
AAII Member Question Which of the following do you think is the best long-term investment?

A) Real estate
B) Stock/mutual funds
C) Gold
D) Saving accounts/CDs
E) Bonds
F) Other
Login to answer! »

Sentiment Survey

The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.

AAII Sentiment Survey
Are you BULLISH?
AAII members are:

(as of 7/20/2016)
   Bullish: 35.43%
   Neutral: 37.85%
   Bearish: 26.72%
Submit your vote! »

Markets »

Enter ticker:

AAII Model Portfolios

Throughout the year, AAII updates you on the holdings, performance and investment strategy behind our research portfolios.

Model Portfolio
(For Members Only)
Annualized Return
3-Year Return 5-Year Return 10-Year Return
Shadow Stock -0.6% 12.0% 10.4%
Fund 7.3% 7.8% 5.8%
Data as of 6/30/2016.

Learn more »

AAII Stock Screens

Current Top Return (2016):
Oberweis Octagon

Sign Up to Receive Local Chapter Meeting Invites

AAII Local Chapters offer investment education to members in a "person to person" social setting located in your own community.

Recent meetings have included:

"Nest-Egg Survival: Investing and Spending in Retirement"
Maria Crawford Scott, Former editor, AAII Journal
"Today's Investment Outlook"
Sam Stovall, Chief investment strategist, S&P Equity Research Services

"The Importance of Tax Diversification: What You Need to Know"
Christine Fahlund, senior financial planner, T. Rowe Price, Inc.

Find a Chapter Near You »