Gain access to the tools, analysis and direction needed to follow the AAII Shadow Stock Portfolio and successfully invest the "AAII Way".
In 1993, we started a real-money portfolio using the most promising academic research to show that a consistent investment approach could be followed without a significant time commitment. Our ultimate goal with the Shadow Stock Portfolio is to provide you with the best of both worlds— investment ideas and investment education.
Membership to AAII gives you access to this portfolio, along with insight into our stock selection techniques. To learn more about the secret behind this impressive portfolio, get the free report below.
How to Win With a Small Cap/Value Approach
The Shadow Stock Portfolio reflects an investing philosophy that holds that:
These principles continue to guide the strategy and ongoing commentary. We give specific direction as to how this model portfolio, and variations on it, fit into an investment program.
Selected By Lowest Price-to-Book Ratio
These are the current top five stocks (by lowest price-to-book ratio) that pass our criteria for selection. For more Shadow Stock ideas, click here.
The Model Shadow Stock Portfolio provides guidance for investing in the promising micro-cap value sector of the market.
