John Bajkowski
Areas of Expertise: stock screening, dividend investing, model portfolios, Stock Superstars Report
Topics Presented in Speeches: “Finding a Stock Winner: First Step Screening” and “AAII Shadow Stock Portfolio: From Theory to Application”
Biography:
John Bajkowski is the president and CEO of AAII. He has written a wide range of stock analysis and screening articles for the AAII Journal, AAII Growth Investing, the Stock Superstars Report and AAII.com. Bajkowski developed Stock Investor Pro, a software program and dataset that brings sophisticated stock research, analysis and screening of U.S. publicly traded stocks into the hands of the individual investor.
John Bajkowski is the president of AAII.
Recent Articles
Best-Performing S&P Composite 1500 Stocks at Midpoint 2026
AAII JOURNAL ● FIRST CUT STOCKS,MARKET ACTIONS ● August 2026
Worst-Performing S&P Composite 1500 Stocks at Midpoint 2026
AAII JOURNAL ● FIRST CUT STOCKS,MARKET ACTIONS ● August 2026
What History Tells Us About Today's Market Valuations
STOCK SUPERSTARS REPORT ● COMMENTARY ● July 2026
Strong Earnings, Higher Expectations
GROWTH INVESTING ● WEEKLY ● July 2026
AAII + BetterInvesting: What’s Wrong With Wall Street Wisdom?
WEBINARS ● WEBINAR ● July 2026
Earnings Beats Abound, but Guidance Matters Most
STOCK SUPERSTARS REPORT ● COMMENTARY ● July 2026
Mastering Growth Investing: A Step-by-Step Guide to Building Your Portfolio
GROWTH INVESTING ● WEEKLY ● July 2026
JPMorgan Chase Leads a Resilient Group 2 Portfolio
STOCK SUPERSTARS REPORT ● COMMENTARY ● July 2026
Growth Ideas List Finds Opportunity Across Multiple Sectors
GROWTH INVESTING ● WEEKLY ● July 2026
What Analysts Expect From SSR Holdings
STOCK SUPERSTARS REPORT ● COMMENTARY ● July 2026
Positive Guidance Sets the Stage for Earnings Season
GROWTH INVESTING ● WEEKLY ● July 2026
Leadership Broadens as SSR Outperforms
STOCK SUPERSTARS REPORT ● COMMENTARY ● July 2026
Broadening Market Leadership Reinforces the Case for Quality Growth
GROWTH INVESTING ● WEEKLY ● July 2026
Outperformance and 10 Changes for the Model Shadow Stock Portfolio
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● July 2026
Beyond Earnings: Identifying Stocks With a Low Price Relative to Sales
AAII JOURNAL ● AAII STOCK IDEAS,VALUE INVESTING ● July 2026
Discovering Growth Beyond the Headlines
AAII JOURNAL ● AAII + BETTERINVESTING,STOCK STRATEGIES,GROWTH INVESTING ● July 2026
From the Classroom to the Ocean Floor
STOCK SUPERSTARS REPORT ● COMMENTARY ● June 2026
From Tax Software to Tech Ecosystem
GROWTH INVESTING ● WEEKLY ● June 2026
Market Health Check for June 18, 2026
SENTIMENT PREMIUM ● REPORTS ● June 2026
Weekly Market Sentiment Insights for June 18, 2026
SENTIMENT PREMIUM ● INSIGHTS ● June 2026
Growth Ideas List Uncovers Quiet Compounders
GROWTH INVESTING ● WEEKLY ● June 2026
Why SSR Uses Four Different Strategies
STOCK SUPERSTARS REPORT ● COMMENTARY ● June 2026
STOCK SUPERSTARS REPORT ● COMMENTARY ● June 2026
Market Health Check for June 11, 2026
SENTIMENT PREMIUM ● REPORTS ● June 2026
Weekly Market Sentiment Insights for June 11, 2026
SENTIMENT PREMIUM ● INSIGHTS ● June 2026
Rating Growth Stocks With the G-Score
GROWTH INVESTING ● WEEKLY ● June 2026
AI Optimism Powered May Rally as Macroeconomic Concerns Eased
STOCK SUPERSTARS REPORT ● COMMENTARY ● June 2026
Market Health Check for June 4, 2026
SENTIMENT PREMIUM ● REPORTS ● June 2026
Weekly Market Sentiment Insights for June 4, 2026
SENTIMENT PREMIUM ● INSIGHTS ● June 2026
Why Tracking Earnings Estimate Revisions Pays Off
AAII JOURNAL ● AAII STOCK IDEAS,EARNINGS ● June 2026
STOCK SUPERSTARS REPORT ● COMMENTARY ● May 2026
Market Health Check for May 28, 2026
SENTIMENT PREMIUM ● REPORTS ● May 2026
Weekly Market Sentiment Insights for May 28, 2026
SENTIMENT PREMIUM ● INSIGHTS ● May 2026
Group 1 Reloads as Market Momentum Continues
STOCK SUPERSTARS REPORT ● COMMENTARY ● May 2026
Market Health Check for May 21, 2026
SENTIMENT PREMIUM ● REPORTS ● May 2026
Weekly Market Sentiment Insights for May 21, 2026
SENTIMENT PREMIUM ● INSIGHTS ● May 2026
Group 4 Trades Healthcare for Credit
STOCK SUPERSTARS REPORT ● COMMENTARY ● May 2026
Market Health Check for May 14, 2026
SENTIMENT PREMIUM ● REPORTS ● May 2026
Weekly Market Sentiment Insights for May 14, 2026
SENTIMENT PREMIUM ● INSIGHTS ● May 2026
STOCK SUPERSTARS REPORT ● COMMENTARY ● May 2026
Market Health Check for May 7, 2026
SENTIMENT PREMIUM ● REPORTS ● May 2026
Weekly Market Sentiment Insights for May 7, 2026
SENTIMENT PREMIUM ● INSIGHTS ● May 2026
The Fed Model’s Role in Market Valuation and Sentiment Analysis
AAII JOURNAL ● AAII SENTIMENT INVESTING,ECONOMIC AND MARKET ANALYSIS ● May 2026
April Performance: SSR Advances in a Selective Market
STOCK SUPERSTARS REPORT ● COMMENTARY ● May 2026
Stock Market Winners: Nine Rules to Identify the Next Outperformers
AAII JOURNAL ● AAII STOCK IDEAS,SMALL CAP VALUE INVESTING ● May 2026
Weekly Market Sentiment Insights for April 30, 2026
SENTIMENT PREMIUM ● INSIGHTS ● April 2026
Market Health Check for April 30, 2026
SENTIMENT PREMIUM ● REPORTS ● April 2026
What's Driving Stock Moves This Earnings Season
STOCK SUPERSTARS REPORT ● COMMENTARY ● April 2026
Weekly Market Sentiment Insights for April 23, 2026
SENTIMENT PREMIUM ● INSIGHTS ● April 2026
Market Health Check for April 23, 2026
SENTIMENT PREMIUM ● REPORTS ● April 2026
Group 3 Review: Small-Cap Value Tilt Reaping Rewards
STOCK SUPERSTARS REPORT ● COMMENTARY ● April 2026
Weekly Market Sentiment Insights for April 16, 2026
SENTIMENT PREMIUM ● INSIGHTS ● April 2026
Turning Off the Tap in Favor of Tuning In
STOCK SUPERSTARS REPORT ● COMMENTARY ● April 2026
The New Way to Track and Analyze Investments
WEBINARS ● WEBINAR,PLATINUM,A PLUS ● April 2026
Weekly Market Sentiment Insights for April 9, 2026
SENTIMENT PREMIUM ● INSIGHTS ● April 2026
Weekly Market Sentiment Insights for April 2, 2026
SENTIMENT PREMIUM ● INSIGHTS ● April 2026
March Sell-Off Led by Oil Spike and Rising Rate Expectations
STOCK SUPERSTARS REPORT ● COMMENTARY ● April 2026
New Shadow Stock Addition and January Barometer Insights
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● April 2026
Screening on Dividend Yield to Unlock Stocks With High Potential
AAII JOURNAL ● AAII STOCK IDEAS,STOCK STRATEGIES,DIVIDENDS ● April 2026
Using New Highs and New Lows to Measure Market Breadth
AAII JOURNAL ● AAII SENTIMENT INVESTING,TRADING STRATEGIES ● April 2026
Group 1 Shifts to Defensive Mode
STOCK SUPERSTARS REPORT ● COMMENTARY ● March 2026
Weekly Market Sentiment Insights for March 26, 2026
SENTIMENT PREMIUM ● INSIGHTS ● March 2026
Geopolitics Clouds Outlook, but Growth Persists
STOCK SUPERSTARS REPORT ● COMMENTARY ● March 2026
Earnings Past and Future, Plus the Difference Between Annual and Quarterly Dividend Increases
PLATINUM ● WEEKLY DIGEST ● March 2026
Weekly Market Sentiment Insights for March 19, 2026
SENTIMENT PREMIUM ● INSIGHTS ● March 2026
Group 4 Neff Review: Staying Focused on Value
STOCK SUPERSTARS REPORT ● COMMENTARY ● March 2026
Weekly Market Sentiment Insights for March 12, 2026
SENTIMENT PREMIUM ● INSIGHTS ● March 2026
February SSR Review: A Market in Transition
STOCK SUPERSTARS REPORT ● COMMENTARY ● March 2026
Weekly Market Sentiment Insights for March 5, 2026
SENTIMENT PREMIUM ● INSIGHTS ● March 2026
Stocks With Good A+ Investor Grades
AAII JOURNAL ● FIRST CUT STOCKS,A+ STOCK GRADES,STOCK STRATEGIES ● March 2026
IHS Holding Out, Bread Financial In
STOCK SUPERSTARS REPORT ● COMMENTARY ● February 2026
Weekly Market Sentiment Insights for February 26, 2026
SENTIMENT PREMIUM ● INSIGHTS ● February 2026
Trade Ruling Meets Earnings Season
STOCK SUPERSTARS REPORT ● COMMENTARY ● February 2026
Weekly Market Sentiment Insights for February 19, 2026
SENTIMENT PREMIUM ● INSIGHTS ● February 2026
STOCK SUPERSTARS REPORT ● COMMENTARY ● February 2026
Weekly Market Sentiment Insights for February 12, 2026
SENTIMENT PREMIUM ● INSIGHTS ● February 2026
January's Rally Finds New Leaders
STOCK SUPERSTARS REPORT ● COMMENTARY ● February 2026
Weekly Market Sentiment Insights for February 5, 2026
SENTIMENT PREMIUM ● INSIGHTS ● February 2026
Earnings Season Turns More Selective
STOCK SUPERSTARS REPORT ● COMMENTARY ● January 2026
Weekly Market Sentiment Insights for January 29, 2026
SENTIMENT PREMIUM ● INSIGHTS ● January 2026
STOCK SUPERSTARS REPORT ● COMMENTARY ● January 2026
Inside the New AAII Investor Hub & My Portfolio+
WEBINARS ● WEBINAR,PLATINUM,A PLUS ● January 2026
Weekly Market Sentiment Insights for January 22, 2026
SENTIMENT PREMIUM ● INSIGHTS ● January 2026
Rotating From Trades to Towers
STOCK SUPERSTARS REPORT ● COMMENTARY ● January 2026
Weekly Market Sentiment Insights for January 15, 2026
SENTIMENT PREMIUM ● INSIGHTS ● January 2026
GROWTH INVESTING ● WEEKLY ● January 2026
December 2025: Rotation Beneath the Surface
STOCK SUPERSTARS REPORT ● COMMENTARY ● January 2026
AAII’s Stock Superstars Report 2025 Portfolio Review
WEBINARS ● WEBINAR,SSR ● January 2026
Weekly Market Sentiment Insights for January 8, 2026
SENTIMENT PREMIUM ● INSIGHTS ● January 2026
2025: Flat Finish, Shifting Leadership
GROWTH INVESTING ● WEEKLY ● January 2026
AAII’s Growth Investing 2025 Portfolio Review
WEBINARS ● WEBINAR,GROWTH ● January 2026
AAII’s Model Shadow Stock Portfolio 2025 Review
WEBINARS ● WEBINAR ● January 2026
Weekly Market Sentiment Insights for January 2, 2026
SENTIMENT PREMIUM ● INSIGHTS ● January 2026
STOCK SUPERSTARS REPORT ● COMMENTARY ● January 2026
2025 Review of AAII Stock Screens: Wanger’s Zebras Break From the Herd
AAII JOURNAL ● FEATURE,AAII STOCK IDEAS,STOCK STRATEGIES ● January 2026
What It Takes in 2025: Key Characteristics of AAII’s Top Screens
AAII JOURNAL ● AAII STOCK IDEAS,STOCK STRATEGIES ● January 2026
Inside the Wanger Revised Screen’s 2025 Outperformance
AAII JOURNAL ● AAII STOCK IDEAS,SMALL CAP VALUE INVESTING ● January 2026
Broadening Market Participation Benefits Model Shadow Stock Portfolio
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● January 2026
Group 4 Review: Pruning Underperformers and Adding Value
STOCK SUPERSTARS REPORT ● COMMENTARY ● December 2025
Weekly Market Sentiment Insights for December 18, 2025
SENTIMENT PREMIUM ● INSIGHTS ● December 2025
Growth Investing Ideas List Update
GROWTH INVESTING ● WEEKLY ● December 2025
From Medical Devices to Media Signals
STOCK SUPERSTARS REPORT ● COMMENTARY ● December 2025
Weekly Market Sentiment Insights for December 11, 2025
SENTIMENT PREMIUM ● INSIGHTS ● December 2025
Extra! Extra! Read All About Our Portfolio Refresh!
GROWTH INVESTING ● WEEKLY ● December 2025
Market Rotation Defined November
STOCK SUPERSTARS REPORT ● COMMENTARY ● December 2025
Weekly Market Sentiment Insights for December 4, 2025
SENTIMENT PREMIUM ● INSIGHTS ● December 2025
Quality a Winner as Market Leadership Expanded in November
GROWTH INVESTING ● WEEKLY ● December 2025
Master Market Psychology With AAII's Sentiment Indicators
SENTIMENT PREMIUM ● INSIGHTS ● November 2025
House of Mouse Replaces the House of Fiberglass
STOCK SUPERSTARS REPORT ● COMMENTARY ● November 2025
Weekly Market Sentiment Insights for November 20, 2025
SENTIMENT PREMIUM ● INSIGHTS ● November 2025
Growth Investing Ideas List Update
GROWTH INVESTING ● WEEKLY ● November 2025
Group 1 Update: Fresh Momentum Plays
STOCK SUPERSTARS REPORT ● COMMENTARY ● November 2025
Weekly Market Sentiment Insights for November 13, 2025
SENTIMENT PREMIUM ● INSIGHTS ● November 2025
Portfolio Refresh: From Funnels to Feeds
GROWTH INVESTING ● WEEKLY ● November 2025
Mega-Cap Strength Drives October Gains
GROWTH INVESTING ● WEEKLY ● November 2025
STOCK SUPERSTARS REPORT ● COMMENTARY ● November 2025
Weekly Market Sentiment Insights for November 6, 2025
SENTIMENT PREMIUM ● INSIGHTS ● November 2025
How Individual Investors Can Use AI Tools to Track the Economy
AAII JOURNAL ● AI-POWERED INVESTING,ECONOMIC AND MARKET ANALYSIS ● November 2025
Growth Investing in 2025: Lessons From Our Top Performers
REPORTS ● PLATINUM ● November 2025
All-Star Stocks Passing the Most AAII Screens
AAII JOURNAL ● FIRST CUT STOCKS,AAII STOCK IDEAS ● November 2025
GROWTH INVESTING ● WEEKLY ● October 2025
STOCK SUPERSTARS REPORT ● COMMENTARY ● October 2025
Weekly Market Sentiment Insights for October 30, 2025
SENTIMENT PREMIUM ● INSIGHTS ● October 2025
Growth Meets Value: Inside the Latest AAII Ideas List
GROWTH INVESTING ● WEEKLY ● October 2025
Twain Would've Hated Earnings Season
STOCK SUPERSTARS REPORT ● COMMENTARY ● October 2025
Weekly Market Sentiment Insights for October 23, 2025
SENTIMENT PREMIUM ● INSIGHTS ● October 2025
AI and Pizza Feed Early Earnings Wins
GROWTH INVESTING ● WEEKLY ● October 2025
Markets React to Dimon's “Cockroach” Warning
STOCK SUPERSTARS REPORT ● COMMENTARY ● October 2025
Weekly Market Sentiment Insights for October 16, 2025
SENTIMENT PREMIUM ● INSIGHTS ● October 2025
STOCK SUPERSTARS REPORT ● COMMENTARY ● October 2025
Analysts Boost Earnings Outlook for the First Time Since 2021
GROWTH INVESTING ● WEEKLY ● October 2025
Weekly Market Sentiment Insights for October 9, 2025
SENTIMENT PREMIUM ● INSIGHTS ● October 2025
Stocks Rallied in September—Here's What Fueled the Advance
STOCK SUPERSTARS REPORT ● COMMENTARY ● October 2025
Growth Investing September Update: Winners, Losers and What's Next
GROWTH INVESTING ● WEEKLY ● October 2025
Weekly Market Sentiment Insights for October 2, 2025
SENTIMENT PREMIUM ● INSIGHTS ● October 2025
GROWTH INVESTING ● DELETION ● October 2025
GROWTH INVESTING ● ADDITION ● October 2025
Steady Going: No Changes to Model Shadow Stock Portfolio
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● October 2025
Balancing Value and Growth: Inside the Group 4 Neff Portfolio
STOCK SUPERSTARS REPORT ● COMMENTARY ● September 2025
Rating High-Growth Stocks With the G-Score
GROWTH INVESTING ● WEEKLY ● September 2025
Weekly Market Sentiment Insights for September 25, 2025
SENTIMENT PREMIUM ● INSIGHTS ● September 2025
AAII + BetterInvesting: Building Wealth With Small-Cap Stocks
WEBINARS ● WEBINAR ● September 2025
Group 3 O'Shaughnessy Portfolio Roundup
STOCK SUPERSTARS REPORT ● COMMENTARY ● September 2025
Weekly Market Sentiment Insights for September 18, 2025
SENTIMENT PREMIUM ● INSIGHTS ● September 2025
Group 2 Update: Low P/Es, High Value
STOCK SUPERSTARS REPORT ● COMMENTARY ● September 2025
SSR Strategies Shine in August
STOCK SUPERSTARS REPORT ● COMMENTARY ● September 2025
Ideas From AAII and BetterInvesting for Finding and Analyzing Quality Stocks
AAII JOURNAL ● AAII + BETTERINVESTING,STOCK STRATEGIES ● September 2025
Using Moving Averages to Guide Investment Decisions
AAII JOURNAL ● AAII SENTIMENT INVESTING ● September 2025
New Picks in Group 1 as Market Hits All-Time High
STOCK SUPERSTARS REPORT ● COMMENTARY ● August 2025
Neff Strategy Moves From Housing to High Finance
STOCK SUPERSTARS REPORT ● COMMENTARY ● August 2025
Tariffs and Timing Hit Two SSR Holdings
STOCK SUPERSTARS REPORT ● COMMENTARY ● August 2025
July Market Update: Large-Cap Growth Leads
STOCK SUPERSTARS REPORT ● COMMENTARY ● August 2025
Best-Performing S&P Composite 1500 Stocks
AAII JOURNAL ● FIRST CUT STOCKS,MARKET ACTIONS ● August 2025
Worst-Performing S&P Composite 1500 Stocks
AAII JOURNAL ● FIRST CUT STOCKS,MARKET ACTIONS ● August 2025
Earnings Season Meets Market Jitters
STOCK SUPERSTARS REPORT ● COMMENTARY ● August 2025
Group 3 Portfolio Update Amid Earnings Surprises
STOCK SUPERSTARS REPORT ● COMMENTARY ● July 2025
Group 2 Update: Global Payments Replaces Amdocs
STOCK SUPERSTARS REPORT ● COMMENTARY ● July 2025
Group 1 Rotates Into Build-A-Bear Workshop and Innovative Solutions and Support
STOCK SUPERSTARS REPORT ● COMMENTARY ● July 2025
SSR Portfolio Update: Markets Climbed a Wall of Worry in June
STOCK SUPERSTARS REPORT ● COMMENTARY ● July 2025
Releasing Five Makes Room for Four in the Model Shadow Stock Portfolio
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● July 2025
Moving From Auto Parts to Medications
STOCK SUPERSTARS REPORT ● COMMENTARY ● June 2025
AAII + BetterInvesting: Your Stock Strategy Edge
WEBINARS ● WEBINAR ● June 2025
STOCK SUPERSTARS REPORT ● COMMENTARY ● June 2025
Market History Is a Compass, Not a Clock
STOCK SUPERSTARS REPORT ● COMMENTARY ● June 2025
SSR Portfolio Update: Signet Jewelers Shines, Market Rallies in May
STOCK SUPERSTARS REPORT ● COMMENTARY ● June 2025
Momentum Stocks With Positive Earnings Surprises
AAII JOURNAL ● FIRST CUT STOCKS,EARNINGS ● June 2025
Favoring Communications Over Software
STOCK SUPERSTARS REPORT ● COMMENTARY ● May 2025
A Credit Check and Group 2 Review
STOCK SUPERSTARS REPORT ● COMMENTARY ● May 2025
Introducing Insurance and Professional Services to Group 1
STOCK SUPERSTARS REPORT ● COMMENTARY ● May 2025
Analysts Cut Second-Quarter Forecasts More Than Usual
STOCK SUPERSTARS REPORT ● COMMENTARY ● May 2025
April SSR Model Portfolio Recap
STOCK SUPERSTARS REPORT ● COMMENTARY ● May 2025
Holistic Yield Investing: Meb Faber’s Unique Screening Approach
AAII JOURNAL ● AAII STOCK IDEAS,VALUE INVESTING ● May 2025
Investors Eye Earnings Amid Uncertainty
STOCK SUPERSTARS REPORT ● COMMENTARY ● April 2025
Volatile Markets? How to Stay Calm and Invest Smarter in 2025
WEBINARS ● WEBINAR ● April 2025
JPMorgan Chase's Earnings Were Strong, But Risks Loom
STOCK SUPERSTARS REPORT ● COMMENTARY ● April 2025
March SSR Model Portfolio Recap
STOCK SUPERSTARS REPORT ● COMMENTARY ● April 2025
Replacing the Outdoors With Oil in the Model Shadow Stock Portfolio
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● April 2025
Favoring Health Care Over Car Parts
STOCK SUPERSTARS REPORT ● COMMENTARY ● March 2025
STOCK SUPERSTARS REPORT ● COMMENTARY ● March 2025
STOCK SUPERSTARS REPORT ● COMMENTARY ● March 2025
February SSR Model Portfolio Recap
STOCK SUPERSTARS REPORT ● COMMENTARY ● March 2025
Choosing the Right Stock Screen for Your Investing Strategy
AAII JOURNAL ● AAII STOCK IDEAS,STOCK STRATEGIES ● March 2025
STOCK SUPERSTARS REPORT ● COMMENTARY ● February 2025
STOCK SUPERSTARS REPORT ● COMMENTARY ● February 2025
SSR Earnings and the Market's Reaction
STOCK SUPERSTARS REPORT ● COMMENTARY ● February 2025
January SSR Model Portfolio Recap
STOCK SUPERSTARS REPORT ● COMMENTARY ● February 2025
Group 4 Neff Portfolio Roundup
STOCK SUPERSTARS REPORT ● COMMENTARY ● January 2025
Group 3 O'Shaughnessy Portfolio Roundup
STOCK SUPERSTARS REPORT ● COMMENTARY ● January 2025
Group 2 Review: The Good, the Bad and the Ugly
STOCK SUPERSTARS REPORT ● COMMENTARY ● January 2025
Lessons From the Stock Superstars Report Strategy: 2024 in Review
WEBINARS ● WEBINAR,PLATINUM,SSR ● January 2025
Group 1 O'Neil Portfolio Roundup
STOCK SUPERSTARS REPORT ● COMMENTARY ● January 2025
Small-Cap Value Stocks: Strategies and 2024 Portfolio Review
WEBINARS ● WEBINAR,PLATINUM ● January 2025
December Put a Damper on an Otherwise Stellar Year
STOCK SUPERSTARS REPORT ● COMMENTARY ● January 2025
Trading Electronics for Homes in the Model Shadow Stock Portfolio
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● January 2025
2024 Review of AAII Stock Screens: Rule #1 Rules
AAII JOURNAL ● FEATURE,AAII STOCK IDEAS ● January 2025
Powering Up Our Utility Holding
STOCK SUPERSTARS REPORT ● COMMENTARY ● December 2024
STOCK SUPERSTARS REPORT ● COMMENTARY ● December 2024
November Recap and a Group 3 Buyout
STOCK SUPERSTARS REPORT ● COMMENTARY ● December 2024
Preferring Energy Over Stock Images
STOCK SUPERSTARS REPORT ● COMMENTARY ● November 2024
Historical Perspective on the Market
STOCK SUPERSTARS REPORT ● COMMENTARY ● November 2024
Trump Trade and Earnings Lift Portfolio
STOCK SUPERSTARS REPORT ● COMMENTARY ● November 2024
MDU Resources Provides a Halloween Treat
STOCK SUPERSTARS REPORT ● COMMENTARY ● November 2024
The S&P 500 Outcasts: Picking Up the Dropped Stocks
AAII JOURNAL ● FIRST CUT STOCKS,MARKET ACTIONS ● November 2024
Group 3 O'Shaughnessy Portfolio Roundup
STOCK SUPERSTARS REPORT ● COMMENTARY ● October 2024
STOCK SUPERSTARS REPORT ● COMMENTARY ● October 2024
Group 2 Dreman Portfolio Review
STOCK SUPERSTARS REPORT ● COMMENTARY ● October 2024
September Performance Snapshots of the Market and SSR
STOCK SUPERSTARS REPORT ● COMMENTARY ● October 2024
Harnessing the Power of “Guru” Investors
WEBINARS ● WEBINAR,PLATINUM,SSR ● October 2024
Looking to Lakonishok for Latent Gems
AAII JOURNAL ● AAII STOCK IDEAS,STOCK STRATEGIES,VALUE INVESTING ● October 2024
Fall Changes Bring Satellites and Salons
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING,VALUE INVESTING ● October 2024
Harnessing the Power of “Guru” Investors
REPORTS ● PLATINUM ● September 2024
Group 1 O'Neil Portfolio Roundup
STOCK SUPERSTARS REPORT ● COMMENTARY ● September 2024
I Fought the Fed and the Fed Won
STOCK SUPERSTARS REPORT ● COMMENTARY ● September 2024
STOCK SUPERSTARS REPORT ● COMMENTARY ● September 2024
Group 4 Neff Portfolio Roundup
STOCK SUPERSTARS REPORT ● COMMENTARY ● September 2024
Stocks With Consistent Dividend Increases and Positive Free Cash Flow
AAII JOURNAL ● FIRST CUT STOCKS,DIVIDENDS ● September 2024
Favoring Networking Over Energy
STOCK SUPERSTARS REPORT ● COMMENTARY ● August 2024
Group 2 Dreman Portfolio Review
STOCK SUPERSTARS REPORT ● COMMENTARY ● August 2024
STOCK SUPERSTARS REPORT ● COMMENTARY ● August 2024
SSR Earnings and Market Reaction
STOCK SUPERSTARS REPORT ● COMMENTARY ● August 2024
Swapping an Investment Banker for a Jeweler
STOCK SUPERSTARS REPORT ● COMMENTARY ● August 2024
Spotting Value on the Move With the PEG Ratio
AAII JOURNAL ● AAII STOCK IDEAS,VALUE INVESTING ● August 2024
Watchlist Spotlight: Group 3 O'Shaughnessy
STOCK SUPERSTARS REPORT ● COMMENTARY,WATCHLIST 3 BLOG ● July 2024
Watchlist Spotlight: Group 2 Dreman
STOCK SUPERSTARS REPORT ● COMMENTARY,WATCHLIST 2 BLOG ● July 2024
STOCK SUPERSTARS REPORT ● COMMENTARY ● July 2024
What Market Breadth Measures Can Tell You
STOCK SUPERSTARS REPORT ● ARTICLES ● July 2024
Best-Performing S&P Composite 1500 Stocks
AAII JOURNAL ● FIRST CUT STOCKS,MARKET ACTIONS ● July 2024
Worst-Performing S&P Composite 1500 Stocks
AAII JOURNAL ● FIRST CUT STOCKS,MARKET ACTIONS ● July 2024
Summer Portfolio Refresher: Swapping Five Shadow Stocks
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● July 2024
Weak Relative Performance Prompts Portfolio Change
STOCK SUPERSTARS REPORT ● COMMENTARY ● June 2024
Introducing AAII’s Essential Investing Course
WEBINARS ● WEBINAR ● June 2024
Measuring and Analyzing Market Breadth
STOCK SUPERSTARS REPORT ● COMMENTARY ● June 2024
Watchlist Spotlight: Group 4 Neff
STOCK SUPERSTARS REPORT ● COMMENTARY,WATCHLIST 4 BLOG ● June 2024
Watchlist Spotlight: Group 3 O'Shaughnessy
STOCK SUPERSTARS REPORT ● COMMENTARY,WATCHLIST 3 BLOG ● June 2024
How to Build & Manage Your SSR Portfolio
STOCK SUPERSTARS REPORT ● ARTICLES ● June 2024
Valuation Shift Triggers Portfolio Change
STOCK SUPERSTARS REPORT ● COMMENTARY ● May 2024
First-Quarter 2024 Earnings Recap
STOCK SUPERSTARS REPORT ● COMMENTARY ● May 2024
Watchlist Spotlight: Group 2 Dreman
STOCK SUPERSTARS REPORT ● COMMENTARY,WATCHLIST 2 BLOG ● May 2024
Watchlist Spotlight: Group 1 O'Neil
STOCK SUPERSTARS REPORT ● COMMENTARY,WATCHLIST 1 BLOG ● May 2024
Quarterly Earnings Surprise Update
STOCK SUPERSTARS REPORT ● COMMENTARY ● May 2024
Common Measures of Volatility for Making Useful Comparisons
AAII JOURNAL ● AAII HOW-TO,RISK ● May 2024
Ranking Dividend Aristocrats on Both Growth and Yield
AAII JOURNAL ● FIRST CUT STOCKS,DIVIDENDS ● May 2024
Should You Sell in May and Go Away?
STOCK SUPERSTARS REPORT ● ARTICLES ● May 2024
Shifting the Focus to Earnings
STOCK SUPERSTARS REPORT ● COMMENTARY ● April 2024
Watchlist Spotlight: Group 4 Neff
STOCK SUPERSTARS REPORT ● COMMENTARY,WATCHLIST 4 BLOG ● April 2024
Jamie Dimon Fires a Warning Shot
STOCK SUPERSTARS REPORT ● COMMENTARY ● April 2024
First-Quarter 2024 Winners and Losers
STOCK SUPERSTARS REPORT ● COMMENTARY ● April 2024
Cash Flow Multiple Uncovers Promising Value Stocks
AAII JOURNAL ● AAII STOCK IDEAS,VALUE INVESTING ● April 2024
Quarterly Review Prompts Getting out of RVs and Drilling Into Oil & Gas
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● April 2024
How Diversification Lowers Risk in the SSR Portfolio
STOCK SUPERSTARS REPORT ● ARTICLES ● April 2024
Bullish Sentiment and Growth Stocks Fuel Portfolio Returns
STOCK SUPERSTARS REPORT ● COMMENTARY ● March 2024
Watchlist Spotlight: Group 3 O'Shaughnessy
STOCK SUPERSTARS REPORT ● COMMENTARY,WATCHLIST 3 BLOG ● March 2024
Watchlist Spotlight: Group 2 Dreman
STOCK SUPERSTARS REPORT ● COMMENTARY,WATCHLIST 2 BLOG ● March 2024
Watchlist Spotlight: Group 1 O'Neil
STOCK SUPERSTARS REPORT ● COMMENTARY,WATCHLIST 1 BLOG ● March 2024
How Volatility Is Measured in SSR Stocks
STOCK SUPERSTARS REPORT ● ARTICLES ● March 2024
Stock Screen All-Stars Appear on Multiple Passing Companies Lists
AAII JOURNAL ● FIRST CUT STOCKS,AAII STOCK IDEAS ● March 2024
Venturing Into Education and Malt Beverages
STOCK SUPERSTARS REPORT ● COMMENTARY ● March 2024
UFP Technologies Skates Out of the Penalty Box
STOCK SUPERSTARS REPORT ● COMMENTARY ● February 2024
Owens Corning Opening the Door to New Business
STOCK SUPERSTARS REPORT ● COMMENTARY ● February 2024
Looking Forward by Analyzing the Past
STOCK SUPERSTARS REPORT ● COMMENTARY ● February 2024
Replacing Insurance With Images
STOCK SUPERSTARS REPORT ● COMMENTARY ● February 2024
Plotting the Relative Performance of SSR Approaches
STOCK SUPERSTARS REPORT ● ARTICLES ● February 2024
Bumpy Start to Fourth-Quarter Earnings Season
STOCK SUPERSTARS REPORT ● COMMENTARY ● January 2024
STOCK SUPERSTARS REPORT ● COMMENTARY ● January 2024
JPMorgan Chase & Co. Kicks Off Earnings Season
STOCK SUPERSTARS REPORT ● COMMENTARY ● January 2024
Invest Like a Legend: Stock Superstars Report Portfolio Annual Review
STOCK SUPERSTARS REPORT ● VIDEOS,ASK ME ANYTHING/PLATINUM ● January 2024
Small Caps, Big Wins: AAII Model Shadow Stock Portfolio Annual Review
WEBINARS ● WEBINAR,PLATINUM ● January 2024
Ending 2023 With a Strong Push
STOCK SUPERSTARS REPORT ● COMMENTARY ● January 2024
The Top and Bottom Performers of 2023
STOCK SUPERSTARS REPORT ● ARTICLES ● January 2024
2023 Review of AAII Stock Screens: Outperforming a Narrow Market
AAII JOURNAL ● FEATURE,AAII STOCK IDEAS ● January 2024
What It Takes: The Fundamental Characteristics of the Top AAII Screens for 2023
AAII JOURNAL ● AAII STOCK IDEAS ● January 2024
The Passing Companies Behind the Top Strategy of 2023
AAII JOURNAL ● AAII STOCK IDEAS ● January 2024
Shadow Stocks Ride the Refreshing “Everything” Rally
AAII JOURNAL ● AAII MODEL PORTFOLIOS ● January 2024
Last-Minute Gift Ideas From SSR's Watchlist
STOCK SUPERSTARS REPORT ● COMMENTARY ● December 2023
How to Properly Screen for Growth
STOCK SUPERSTARS REPORT ● COMMENTARY ● December 2023
Stock Superstars Report Portfolio Turnover Over Time
STOCK SUPERSTARS REPORT ● COMMENTARY ● December 2023
STOCK SUPERSTARS REPORT ● ARTICLES ● December 2023
Avoiding the Slaughter Rule by Taking Some Profits
STOCK SUPERSTARS REPORT ● COMMENTARY ● December 2023
Third-Quarter Earnings Surprises and Analyst Adjustments
STOCK SUPERSTARS REPORT ● COMMENTARY ● November 2023
Market Reaction to Negative Earnings Surprises
STOCK SUPERSTARS REPORT ● COMMENTARY ● November 2023
Can Investors Profit From Insider Planned Selling?
STOCK SUPERSTARS REPORT ● COMMENTARY ● November 2023
PEG Ratio: Relating Valuation to Growth
STOCK SUPERSTARS REPORT ● ARTICLES ● November 2023
Success or Failure Is Relative
STOCK SUPERSTARS REPORT ● COMMENTARY ● October 2023
Are We Set for an Earnings Growth Turnaround?
STOCK SUPERSTARS REPORT ● COMMENTARY ● October 2023
JPMorgan Chase Kicks Off Earnings Season on a Positive Note
STOCK SUPERSTARS REPORT ● COMMENTARY ● October 2023
Navigating Conflicting Analyst Perspectives
STOCK SUPERSTARS REPORT ● COMMENTARY ● October 2023
Tweaking Benjamin Graham's Enterprising Investor Screen
AAII JOURNAL ● AAII STOCK IDEAS,STOCK STRATEGIES,VALUE INVESTING ● October 2023
Negative Earnings Prompts Turnover in Model Shadow Stock Portfolio
AAII JOURNAL ● AAII MODEL PORTFOLIOS,STOCK STRATEGIES,EARNINGS,SMALL CAP VALUE INVESTING ● October 2023
Valuing the Market Using Average Price-Earnings Ratios
STOCK SUPERSTARS REPORT ● ARTICLES ● October 2023
STOCK SUPERSTARS REPORT ● COMMENTARY ● September 2023
Signed, Sealed, Delivered, I'm Yours
STOCK SUPERSTARS REPORT ● COMMENTARY ● September 2023
STOCK SUPERSTARS REPORT ● COMMENTARY ● September 2023
WestRock Seeking to Package a Deal With European Competitor
STOCK SUPERSTARS REPORT ● COMMENTARY ● September 2023
Historical Perspective on the Market
STOCK SUPERSTARS REPORT ● ARTICLES ● September 2023
Stocks With the Largest Change in Their Earnings Estimates
AAII JOURNAL ● FIRST CUT STOCKS,EARNINGS ● September 2023
Walking Glass to the Exit With New Footwear
STOCK SUPERSTARS REPORT ● COMMENTARY ● September 2023
Earnings Surprises and Analyst Adjustments
STOCK SUPERSTARS REPORT ● COMMENTARY ● August 2023
STOCK SUPERSTARS REPORT ● COMMENTARY ● August 2023
Second-Quarter Earnings Fallout
STOCK SUPERSTARS REPORT ● COMMENTARY ● August 2023
Surprising Ways to Profit From Quarterly Reports
STOCK SUPERSTARS REPORT ● COMMENTARY ● August 2023
Measuring Volatility With the Risk Index
STOCK SUPERSTARS REPORT ● ARTICLES ● August 2023
Trading a Chip Maker for a Chip Component
STOCK SUPERSTARS REPORT ● COMMENTARY ● July 2023
First-Quarter Earnings Prompt Change in Model Shadow Stock Portfolio
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● July 2023
Does January Portend a Good Year for the Model Shadow Stock Portfolio?
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● April 2023
Tilting AAII's Asset Allocation Models to Match Your Growth or Value Style
AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,PRISM WEALTH-BUILDING PROCESS,AAII ASSET ALLOCATION MODELS ● March 2023
Diversify Tax-Exempt Interest Income With Muni National Bond Funds
AAII JOURNAL ● ETFS AND MUTUAL FUNDS,BONDS ● March 2023
AAII Shadow Stock Portfolio: Annual Review
WEBINARS ● PLATINUM,WEBINAR ● January 2023
Tidying Up Your Fund Portfolio
AAII JOURNAL ● AAII HOW-TO,ETFS AND MUTUAL FUNDS ● January 2023
Influx of New Blood for Model Shadow Stock Portfolio
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● January 2023
Market Favors Profitability, Plus Changes to Shadow Stock Portfolio
AAII JOURNAL ● AAII MODEL PORTFOLIOS ● October 2022
Level3 Passive Portfolio Transitions to Asset Allocation Models
AAII JOURNAL ● PORTFOLIO STRATEGIES,ASSET ALLOCATION,LEVEL3 PASSIVE PORTFOLIO,AAII ASSET ALLOCATION MODELS ● August 2022
How to Analyze Earnings Surprises
AAII JOURNAL ● AAII HOW-TO,EARNINGS ● July 2022
Adhering to Shadow Stock Portfolio Rules Is Vital in Shaky Times
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● July 2022
Greenblatt's Magic Formula for Beating the Market
STOCK SCREENS ● STOCK SCREENING,CORONAVIRUS ● June 2022
AAII Expert Roundtable: Using AAII’s Premium Services to Navigate 2022 and Beyond
WEBINARS ● WEBINAR,PLATINUM ● April 2022
Model Shadow Stock Portfolio Review Brings Changes to Rules and Holdings
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● April 2022
Geopolitics, Rising Inflation and Market Volatility—Oh My!
WEBINARS ● WEBINAR ● March 2022
O’Shaughnessy’s Winning Small Cap Growth & Value Screen
AAII JOURNAL ● AAII STOCK IDEAS,SMALL CAP VALUE INVESTING ● March 2022
Year-by-Year Returns Better Illustrate Shadow Stock Portfolio's Variability
AAII JOURNAL ● AAII MODEL PORTFOLIOS ● January 2022
Model Shadow Stock Portfolio Reflects Small-Cap Value Dominance
AAII JOURNAL ● AAII MODEL PORTFOLIOS ● October 2021
Level3 Passive Portfolio Up Strongly Year to Date
AAII JOURNAL ● LEVEL3 PASSIVE PORTFOLIO,PORTFOLIO STRATEGIES ● September 2021
The Pandemic Effect on Shadow Stocks: Strong Year-Over-Year Growth
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● September 2021
REBROADCAST: How to Analyze a Fund Using AAII Tools
WEBINARS ● PAST ● July 2021
Rule Changes and a New Stock for the Model Shadow Stock Portfolio
AAII JOURNAL ● AAII MODEL PORTFOLIOS,VALUE INVESTING ● July 2021
Large-Cap Growth Funds Performing Well Compared to Peers
AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,MUTUAL FUNDS ● June 2021
Large-Cap Growth ETFs Performing Well Compared to Peers
AAII JOURNAL ● FIRST CUT ETFS ● June 2021
Large-Cap Value Funds With Consistent Strong Performance
AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,MUTUAL FUNDS ● May 2021
Large-Cap Value ETFs With Consistent Strong Performance
AAII JOURNAL ● FIRST CUT ETFS,EXCHANGE-TRADED FUNDS ● May 2021
Model Shadow Stock Portfolio Recovers Faster Than Market
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● May 2021
How to Analyze a Fund Using AAII Tools
WEBINARS ● PAST ● April 2021
Improve Your Financial Know-How by Maximizing Your AAII Benefits
WEBINARS ● PAST ● April 2021
Shadow Stocks Continue Strong Run, Plus Changes to the Portfolio
AAII JOURNAL ● AAII MODEL PORTFOLIOS ● April 2021
REPORTS ● NURTURE ● March 2021
AAII JOURNAL ● AAII HOW-TO ● March 2021
International Stock ETFs Outperforming Their Peers
AAII JOURNAL ● FIRST CUT ETFS,INTERNATIONAL ● March 2021
International Stock Mutual Funds Outperforming Their Peers
AAII JOURNAL ● FIRST CUT MUTUAL FUNDS,INTERNATIONAL ● March 2021
Shadow Stock Portfolio Outperforms Over the Long Term
AAII JOURNAL ● AAII MODEL PORTFOLIOS ● March 2021
Identifying Promising Companies With AAII.com’s Stock Screens
WEBINARS ● PAST ● February 2021
Ask Me Anything: AAII Platinum
A+ INVESTOR ● ASK ME ANYTHING ● January 2021
Pandemic Effect Causes Revisions to Shadow Stock Rule and Holdings
AAII JOURNAL ● AAII MODEL PORTFOLIOS ● January 2021
AAII Stock Ideas: All-Star Stocks
STOCK SCREENS ● CORONAVIRUS,STOCK SCREENING ● November 2020
Understanding Mutual Fund Fees and Expenses
AAII JOURNAL ● AAII HOW-TO,MUTUAL FUNDS ● November 2020
Retail Stocks With Strong Momentum and Improving Estimates
AAII JOURNAL ● FIRST CUT STOCKS,EARNINGS,CORONAVIRUS ● November 2020
AAII Stock Ideas: Investing in Price-to-Sales
STOCK SCREENS ● CORONAVIRUS,STOCK SCREENING ● October 2020
Recent Stock Splits and Stock Dividends
AAII JOURNAL ● STOCK STRATEGIES,FIRST CUT STOCKS ● October 2020
Third-Quarter Review Triggers Changes to Model Shadow Stock Portfolio
AAII JOURNAL ● AAII MODEL PORTFOLIOS ● October 2020
Finding Future Winners Among Glamour Stocks
AAII JOURNAL ● FIRST CUT STOCKS ● September 2020
Level3 Passive Portfolio Relies on Smart-Beta ETFs in Challenging Environment
AAII JOURNAL ● LEVEL3 PASSIVE PORTFOLIO,EXCHANGE-TRADED FUNDS ● September 2020
The Model Shadow Stock Portfolio’s Turnover and Holding Periods
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● September 2020
AAII Shadow Stock Portfolio: From Theory to Practical Application
WEBINARS ● PAST ● July 2020
Model Shadow Stock Portfolio Chooses From Small Pool of Qualifying Stocks
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● July 2020
Top Considerations When Comparing Funds
AAII JOURNAL ● MUTUAL FUNDS,AAII HOW-TO ● June 2020
Graham Stocks With Low Prices Relative to Net Current Assets
AAII JOURNAL ● FIRST CUT STOCKS ● May 2020
Price-to-Book Valuations Currently Favor Shadow Stocks
AAII JOURNAL ● SMALL CAP VALUE INVESTING,AAII MODEL PORTFOLIOS ● May 2020
WEBINARS ● PAST ● April 2020
Stock All-Stars Passing the Most Screens
AAII JOURNAL ● INVESTING GURUS,FIRST CUT STOCKS ● April 2020
Lowell Miller’s Dividend Strength and Growth Strategy
AAII JOURNAL ● AAII STOCK IDEAS,DIVIDENDS ● April 2020
A Look at the Drawdowns and Rewards for Shadow Stocks
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● April 2020
Examining the Risk and Return Characteristics of the AAII Stock Screens
STOCK SCREENS ● March 2020
Consider Earnings Estimate Surprises and Revisions
AAII JOURNAL ● AAII HOW-TO,EARNINGS,INVESTING GURUS ● March 2020
Level3 Passive Portfolio Tilts Away From Market-Cap Weighting
AAII JOURNAL ● LEVEL3 PASSIVE PORTFOLIO ● March 2020
What the New Screen Power Rankings Can Reveal
STOCK SCREENS ● February 2020
Monthly Return Patterns for the Shadow Stock Portfolio
AAII JOURNAL ● SMALL CAP VALUE INVESTING,AAII MODEL PORTFOLIOS ● January 2020
Adding a Twist to David Dreman’s Contrarian Approach
AAII JOURNAL ● AAII STOCK IDEAS,INVESTING GURUS ● November 2019
Risk-Off Environment Leads to More Shadow Stock Candidates
AAII JOURNAL ● SMALL CAP VALUE INVESTING,AAII MODEL PORTFOLIOS ● October 2019
Optimizing Retirement Withdrawals Using the Level3 Strategy
AAII JOURNAL ● RETIRED INVESTOR,LEVEL3 PASSIVE PORTFOLIO ● September 2019
May’s Volatility Leads to More Choices for Shadow Stock Portfolio
AAII JOURNAL ● SMALL CAP VALUE INVESTING,AAII MODEL PORTFOLIOS ● July 2019
The Level3 Approach: Seeking Higher Returns by Going Beyond the S&P 500
AAII JOURNAL ● LEVEL3 PASSIVE PORTFOLIO ● June 2019
Firms Rich in Cash Relative to Stock Price
AAII JOURNAL ● FIRST CUT STOCKS ● May 2019
Looking Back on the Pattern of Shadow Stock Sells
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING,SELL RULES ● May 2019
The Impact of Winter’s Volatility on the Shadow Stock’s Rules
AAII JOURNAL ● SMALL CAP VALUE INVESTING,AAII MODEL PORTFOLIOS ● April 2019
How Winter’s Volatility Impacted the Shadow Stock’s Rules
ARCHIVED-MODEL ● STOCK ● April 2019
Revisiting the “What Works on Wall Street” Screen
AAII JOURNAL ● FIRST CUT STOCKS,INVESTING GURUS ● March 2019
The Level3 Approach: Getting Exposure to Segments That Have Performed Well
AAII JOURNAL ● VALUE INVESTING,LEVEL3 PASSIVE PORTFOLIO ● March 2019
The Model Shadow Stock Portfolio’s Drawdowns and Rewards
AAII JOURNAL ● SMALL CAP VALUE INVESTING,AAII MODEL PORTFOLIOS ● January 2019
A Closer Look at the Level3 Passive Portfolio's ETFs
AAII JOURNAL ● LEVEL3 PASSIVE PORTFOLIO ● November 2018
Companies Surpassing Industry Norms
AAII JOURNAL ● FIRST CUT STOCKS ● October 2018
Model Shadow Stock Portfolio: Why Quarterly Reviews Still Make Sense
AAII JOURNAL ● SMALL CAP VALUE INVESTING,AAII MODEL PORTFOLIOS ● October 2018
Examining the Shadow Stock Value and Size Factors
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING,VALUE INVESTING ● September 2018
Observations From Decades of Tracking Investment Newsletters
AAII JOURNAL ● PORTFOLIO STRATEGIES ● August 2018
The Model Shadow Stock Portfolio’s Origins and Newest Stock
AAII JOURNAL ● SMALL CAP VALUE INVESTING,AAII MODEL PORTFOLIOS ● July 2018
Consensus Stocks: Passing the Most Screens
AAII JOURNAL ● INVESTING GURUS,FIRST CUT STOCKS ● July 2018
Guidance on How to Follow the Level3 Passive Portfolio
AAII JOURNAL ● LEVEL3 PASSIVE PORTFOLIO ● June 2018
Hagstrom's Essential Buffett Stocks
AAII JOURNAL ● FIRST CUT STOCKS,INVESTING GURUS,2021 INVESTOR CONFERENCE 360 ● June 2018
Model Shadow Stock Portfolio: Staying Invested All 12 Months
AAII JOURNAL ● AAII MODEL PORTFOLIOS,SMALL CAP VALUE INVESTING ● May 2018
Model Shadow Stock Portfolio: Insights and a New Stock
AAII JOURNAL ● SMALL CAP VALUE INVESTING,AAII MODEL PORTFOLIOS ● April 2018
Birth of an Idea: How AAII Got Started
AAII JOURNAL ● FEATURE,SMALL CAP VALUE INVESTING ● November 2017
The Level3 Withdrawal Strategy to Maximize Your Long-Term Wealth
AAII JOURNAL ● LEVEL3 PASSIVE PORTFOLIO,FROM THE ARCHIVES,PORTFOLIO STRATEGIES,RETIRED INVESTOR ● November 2017
Expanding the Driehaus Growth and Momentum Screen
AAII JOURNAL ● INVESTING GURUS,FIRST CUT STOCKS ● September 2017
Piotroski Price-to-Book Screen
AAII JOURNAL ● FEATURE,AAII STOCK IDEAS,INVESTING GURUS ● June 2017
A Dividend Approach to Judging the Value of Stocks
AAII JOURNAL ● STOCK STRATEGIES,DIVIDENDS ● May 2017
Stocks With Attractive Accrual Ratios
AAII JOURNAL ● FIRST CUT STOCKS ● April 2017
Stocks With the Largest Percentage Change in Earnings Estimates
AAII JOURNAL ● FIRST CUT STOCKS,EARNINGS ● January 2017
William O’Neil’s CAN SLIM Approach to Selecting Growth Stocks Using Fundamental and Technical Data
AAII JOURNAL ● GROWTH INVESTING,AAII STOCK IDEAS ● November 2016
Value Stocks With Upward Estimate Revisions
AAII JOURNAL ● VALUE INVESTING,FIRST CUT STOCKS ● September 2016
How AAII Builds and Presents Stock Screens
UPDATES ● STOCKS ● August 2016
Simple Steps to Overcome Information Overload
UPDATES ● BEHAVIORAL FINANCE ● June 2016
Graham Stocks With a Low Price Relative to Net Current Assets
AAII JOURNAL ● FIRST CUT STOCKS ● June 2016
Implementing the Weiss Blue-Chip Screen
AAII JOURNAL ● INVESTING GURUS,COMPUTERIZED INVESTING ● June 2016
Are All Earnings Surprises Equal?
UPDATES ● STOCKS ● May 2016
A Look at Relative Strength Measures
UPDATES ● STOCKS ● April 2016
How Likely is a Market Downturn?
UPDATES ● BEHAVIORAL FINANCE ● March 2016
The Advantages of the Do-It-Yourself Approach to Investing in Stocks
UPDATES ● STOCKS ● February 2016
UPDATES ● INTERNATIONAL ● December 2015
Rising Middle Class Provides Hope for Long-Term Peace
UPDATES ● INTERNATIONAL ● November 2015
AAII JOURNAL ● INVESTING GURUS,FIRST CUT STOCKS ● November 2015
UPDATES ● STOCKS ● October 2015
AAII JOURNAL ● FIRST CUT STOCKS ● October 2015
The Peter Lynch Investor Personality Test
UPDATES ● STOCKS ● September 2015
Stocks With Low Price-to-Book Ratios
AAII JOURNAL ● FIRST CUT STOCKS ● September 2015
AAII JOURNAL ● FIRST CUT STOCKS ● March 2015
AAII JOURNAL ● COMPUTERIZED INVESTING ● March 2015
Five Common Traits of Successful Value Screens
AAII JOURNAL ● INVESTING GURUS,AAII STOCK IDEAS,FROM THE ARCHIVES ● July 2014
Finding Value and Financial Strength Based on “What Works on Wall Street”
AAII JOURNAL ● VALUE INVESTING,AAII STOCK IDEAS ● March 2014
Calculating Mohanram’s G-Score Using SI Pro and Microsoft Excel
AAII JOURNAL ● COMPUTERIZED INVESTING,VALUE INVESTING ● January 2014
Finding Winners and Avoiding Losers Among Glamour Stocks
AAII JOURNAL ● GROWTH INVESTING,AAII STOCK IDEAS ● October 2013
AAII JOURNAL ● VALUE INVESTING,FIRST CUT STOCKS ● July 2013
Lowell Miller’s Best Dividend Screen
AAII JOURNAL ● DIVIDENDS,AAII STOCK IDEAS ● June 2013
Combining Quality Growth With Value and Momentum
AAII JOURNAL ● AAII STOCK IDEAS,GROWTH INVESTING ● April 2013
Constructing Winning Stock Screens
AAII JOURNAL ● AAII STOCK IDEAS,INVESTING GURUS ● December 2012
Adjusting the Benjamin Graham Enterprising Investor Screen
AAII JOURNAL ● AAII STOCK IDEAS,INVESTING GURUS ● October 2012
AAII JOURNAL ● FIRST CUT STOCKS ● September 2012
Screening for Stocks With Strong Secular Growth
AAII JOURNAL ● AAII STOCK IDEAS,GROWTH INVESTING ● May 2012
AAII JOURNAL ● COMPUTERIZED INVESTING,EARNINGS ● May 2012
Firms With High Sustainable Growth
AAII JOURNAL ● GROWTH INVESTING,FIRST CUT STOCKS ● April 2012
Consensus: Stocks That Pass the Most Screens
AAII JOURNAL ● INVESTING GURUS,FIRST CUT STOCKS ● January 2012
AAII JOURNAL ● FIRST CUT STOCKS ● December 2011
AAII JOURNAL ● FIRST CUT STOCKS ● October 2011
Relative Strength and Positive Surprises
AAII JOURNAL ● FIRST CUT STOCKS ● June 2011
AAII JOURNAL ● FIRST CUT STOCKS ● April 2011
Low Price-to-Sales Ratio Stocks
AAII JOURNAL ● September 2010
Low P/E Stocks With Positive Earnings Surprises
AAII JOURNAL ● THE BEST OF THE AAII JOURNAL ● December 2009
AAII JOURNAL ● VALUE INVESTING,FIRST CUT STOCKS ● May 2009
Benjamin Graham Bear Market Stocks
AAII JOURNAL ● VALUE INVESTING,FIRST CUT STOCKS ● April 2009
The Outcasts: Stocks Removed From the S&P 500
AAII JOURNAL ● FIRST CUT STOCKS ● February 2009
The First Cut: Cash-Rich Firms
AAII JOURNAL ● FIRST CUT STOCKS ● November 2008
The First Cut: Momentum Stocks With Positive Earnings Surprises
AAII JOURNAL ● FIRST CUT STOCKS ● October 2008
The First Cut: Stocks With Low Accrual Ratios
AAII JOURNAL ● INVESTING GURUS,FIRST CUT STOCKS ● September 2008
The First Cut: Real Dogs: Pet-Care Stocks
AAII JOURNAL ● FIRST CUT STOCKS ● August 2008
The First Cut: Dividend Achievers
AAII JOURNAL ● DIVIDENDS,FIRST CUT STOCKS ● July 2008
The First Cut: Using Enterprise Value to Locate Bargains
AAII JOURNAL ● VALUE INVESTING,FIRST CUT STOCKS ● June 2008
The First Cut: S&P 500 Stocks With High Payout Ratios & Below-Average P/Es
AAII JOURNAL ● FIRST CUT STOCKS ● May 2008
The First Cut: Declining Total Assets and Positive Earnings Surprises
AAII JOURNAL ● FIRST CUT STOCKS ● April 2008
The First Cut: Positive Surprises With Below-Average P/Es
AAII JOURNAL ● FIRST CUT STOCKS ● January 2008
The First Cut: Hot Technology Stocks
AAII JOURNAL ● GROWTH INVESTING,FIRST CUT STOCKS ● November 2007
The First Cut: Socially Responsible GARP
AAII JOURNAL ● FIRST CUT STOCKS ● October 2007
The First Cut: Low Price Relative to Net Assets
AAII JOURNAL ● FIRST CUT STOCKS ● September 2007
The First Cut: Low P/E Relative
AAII JOURNAL ● FIRST CUT STOCKS ● August 2007
The First Cut: Top-Line Growth and Value
AAII JOURNAL ● GROWTH INVESTING,FIRST CUT STOCKS ● July 2007
The First Cut: Insider Activity
AAII JOURNAL ● FIRST CUT STOCKS ● June 2007
The First Cut: High and Consistent Growth
AAII JOURNAL ● FIRST CUT STOCKS ● May 2007
The First Cut: Low Price-to-Book Firms
AAII JOURNAL ● VALUE INVESTING,FIRST CUT STOCKS ● April 2007
The First Cut: Investing in Vice
AAII JOURNAL ● FIRST CUT STOCKS ● February 2007
The First Cut: Revised Earnings Estimates
AAII JOURNAL ● FIRST CUT STOCKS ● January 2007
The First Cut: Cash-Rich Firms
AAII JOURNAL ● INVESTING GURUS,FIRST CUT STOCKS ● August 2006
The Magic Formula Approach to Stockpicking
AAII JOURNAL ● COMPUTERIZED INVESTING ● January 2006
AAII JOURNAL ● COMPUTERIZED INVESTING ● November 2005
AAII JOURNAL ● COMPUTERIZED INVESTING ● September 2005
Graham’s Simplest Approach to Selecting Stocks
AAII JOURNAL ● VALUE INVESTING,COMPUTERIZED INVESTING ● September 2005
Portfolio Management Software Programs
AAII JOURNAL ● COMPUTERIZED INVESTING ● July 2005
Portfolio Management Software Programs
AAII JOURNAL ● COMPUTERIZED INVESTING ● July 2005
AAII JOURNAL ● COMPUTERIZED INVESTING ● July 2005
AAII JOURNAL ● COMPUTERIZED INVESTING ● May 2005
Feature: Changing the Holding Period of AAII Stock Screens
AAII JOURNAL ● INVESTING GURUS,COMPUTERIZED INVESTING ● May 2005
AAII JOURNAL ● COMPUTERIZED INVESTING ● March 2005
AAII JOURNAL ● COMPUTERIZED INVESTING ● January 2005
Stock Strategy Winners From the 2004 Performance Derby
AAII JOURNAL ● INVESTING GURUS,AAII STOCK IDEAS ● January 2005
AAII JOURNAL ● COMPUTERIZED INVESTING ● November 2004
Screening for Value Using the Fundamental Rule of Thumb
AAII JOURNAL ● AAII STOCK IDEAS ● November 2004
Screening for Triggers: Revised Earnings Estimates
AAII JOURNAL ● INVESTING GURUS,AAII STOCK IDEAS ● October 2004
Comparison: Comprehensive Investment Web Sites
AAII JOURNAL ● COMPUTERIZED INVESTING ● September 2004
AAII JOURNAL ● COMPUTERIZED INVESTING ● September 2004
AAII JOURNAL ● COMPUTERIZED INVESTING ● September 2004
AAII JOURNAL ● COMPUTERIZED INVESTING ● July 2004
Comparison: On-Line Portfolio Managers
AAII JOURNAL ● COMPUTERIZED INVESTING ● July 2004
AAII JOURNAL ● COMPUTERIZED INVESTING ● July 2004
Strategies End Mid-Year on Upside of a See-Saw Market
AAII JOURNAL ● INVESTING GURUS,AAII STOCK IDEAS ● July 2004
Comparison: Web-Based Stock Screening Services
AAII JOURNAL ● COMPUTERIZED INVESTING ● May 2004
AAII JOURNAL ● COMPUTERIZED INVESTING ● May 2004
Overseas Investing at Home: Screening for Reasonably Priced ADRs
AAII JOURNAL ● AAII STOCK IDEAS,INVESTING GURUS,ADRS ● May 2004
The Weiss Approach: Finding Value in Dividend-Paying Blue Chips
AAII JOURNAL ● DIVIDENDS,AAII STOCK IDEAS ● April 2004
AAII JOURNAL ● COMPUTERIZED INVESTING ● March 2004
AAII JOURNAL ● COMPUTERIZED INVESTING ● January 2004
Winners and Losers in the 2003 Performance Race
AAII JOURNAL ● GROWTH INVESTING,AAII STOCK IDEAS ● January 2004
Keeping a Pulse on Expectations: Screening for Earnings Revisions
AAII JOURNAL ● GROWTH INVESTING,AAII STOCK IDEAS ● November 2003
AAII JOURNAL ● COMPUTERIZED INVESTING ● November 2003
AAII JOURNAL ● COMPUTERIZED INVESTING ● September 2003
Comparison: Comprehensive Web Sites
AAII JOURNAL ● COMPUTERIZED INVESTING ● September 2003
AAII's Low Price-to-Sales Screen: Strong Performer in Mixed Market
AAII JOURNAL ● INVESTING GURUS,AAII STOCK IDEAS ● September 2003
How the Strategies Have Fared: A Mid-Year Performance Review
AAII JOURNAL ● SMALL CAP VALUE INVESTING,AAII STOCK IDEAS ● August 2003
Searching for the Upcoming Stock Market Winners
AAII JOURNAL ● AAII STOCK IDEAS ● July 2003
Comparison: Mutual Fund Screening Systems
AAII JOURNAL ● MUTUAL FUNDS ● July 2003
Comparison: Mutual Fund Screening Systems
AAII JOURNAL ● MUTUAL FUNDS ● July 2003
AAII JOURNAL ● COMPUTERIZED INVESTING ● July 2003
Implementing a High-Yield Screen to Invest in Stocks With DRPs
AAII JOURNAL ● GROWTH INVESTING,AAII STOCK IDEAS ● June 2003
The Muhlenkamp Stock Screen: High ROEs at a Reasonable Price
AAII JOURNAL ● INVESTING GURUS,AAII STOCK IDEAS ● May 2003
Portfolio Management Software Programs
AAII JOURNAL ● COMPUTERIZED INVESTING ● May 2003
Comparison: Portfolio Management Software Programs
AAII JOURNAL ● COMPUTERIZED INVESTING ● May 2003
AAII JOURNAL ● COMPUTERIZED INVESTING ● May 2003
How to Use the CAN SLIM Approach to Screen for Growth Stocks
AAII JOURNAL ● GROWTH INVESTING,AAII STOCK IDEAS ● April 2003
AAII JOURNAL ● COMPUTERIZED INVESTING ● March 2003
The CAN SLIM Approach: Revising a Screen
AAII JOURNAL ● GROWTH INVESTING,COMPUTERIZED INVESTING ● March 2003
AAII JOURNAL ● COMPUTERIZED INVESTING ● January 2003
Stock Strategy Performance: Winners and Losers in 2002
AAII JOURNAL ● AAII STOCK IDEAS ● January 2003
Feature: Building a Computer for Investing
AAII JOURNAL ● COMPUTERIZED INVESTING ● November 2002
Dividends Count: Screening for Undervalued Stocks With Lower Risk
AAII JOURNAL ● DIVIDENDS,AAII STOCK IDEAS ● October 2002
Building a Screen for Reasonably Priced ADRs
AAII JOURNAL ● AAII STOCK IDEAS,INVESTING GURUS,ADRS ● September 2002
AAII JOURNAL ● COMPUTERIZED INVESTING ● September 2002
EBT, EBIT, EBITDA: Will the Real Earnings Figure Please Stand Up?
AAII JOURNAL ● FUNDAMENTALS,VALUE INVESTING ● August 2002
Which Stock Strategies Did Best? A Mid-Year Performance Review
AAII JOURNAL ● GROWTH INVESTING,AAII STOCK IDEAS ● July 2002
Fundamental Stock Screening on the Web
AAII JOURNAL ● INVESTING GURUS,COMPUTERIZED INVESTING ● July 2002
Comprehensive Investment Web Sites
AAII JOURNAL ● COMPUTERIZED INVESTING ● May 2002
Analyzing a Stock as a Business: The Buffett Approach to Screening
AAII JOURNAL ● INVESTING GURUS,AAII STOCK IDEAS ● May 2002
Stock Strategy Performance: The Winners and Losers in 2001
AAII JOURNAL ● INVESTING GURUS,FEATURE ● January 2002
Using Price-to-Sales Ratios for Out-of-Favor Stocks
AAII JOURNAL ● INVESTING GURUS,FEATURE ● October 2001
Fundamental Stock Screening Systems
AAII JOURNAL ● INVESTING GURUS,COMPUTERIZED INVESTING ● September 2001
Finding the Winners Among Low Price-to-Book-Value Stocks
AAII JOURNAL ● VALUE INVESTING,FEATURE ● August 2001
AAII JOURNAL ● COMPUTERIZED INVESTING ● July 2001
AAII JOURNAL ● COMPUTERIZED INVESTING,INVESTING GURUS ● January 2001
Performance Review 2000: Which Strategies did Best
AAII JOURNAL ● GROWTH INVESTING,FEATURE ● January 2001
Computer Hardware for Investors
AAII JOURNAL ● COMPUTERIZED INVESTING ● November 2000
Evaluating Valuations Using Price-Earnings Relatives
AAII JOURNAL ● INVESTING GURUS,FEATURE ● October 2000
Financial Information Services
AAII JOURNAL ● COMPUTERIZED INVESTING ● September 2000
AAII JOURNAL ● COMPUTERIZED INVESTING ● July 2000
AAII JOURNAL ● COMPUTERIZED INVESTING,EARNINGS ● March 2000
Successful Stock Strategies: What Worked Best on Wall Street
AAII JOURNAL ● GROWTH INVESTING,FEATURE ● January 2000
A Look at the Corporate Cash Flow Statement
AAII JOURNAL ● GROWTH INVESTING,FEATURE ● June 1999
Measures of Market Breadth: A Look at Trading Statistics
AAII JOURNAL ● STOCK STRATEGIES ● October 1998
Characteristics of Firms with Dividend Reinvestment Plans
AAII JOURNAL ● DIVIDENDS,FEATURE ● June 1998
A Combination Approach: Screens for Value on the Move
AAII JOURNAL ● GROWTH INVESTING,FEATURE ● April 1998
Shadow Stock Rookies: Firms That Are New to the 1998 Listing
AAII JOURNAL ● SMALL CAP VALUE INVESTING,STOCK STRATEGIES ● February 1998
Out of the Wall Street Spotlight: The 1998 Shadow Stocks
AAII JOURNAL ● SMALL CAP VALUE INVESTING,AAII MODEL PORTFOLIOS ● February 1998
Screening for Stocks Using the Contrarian Investment Strategy
AAII JOURNAL ● INVESTING GURUS,FEATURE ● October 1997
Screening for Growth and Value Based on "What Works on Wall Street"
AAII JOURNAL ● GROWTH INVESTING,FEATURE ● April 1997
Using Price-to-Sales Ratios to Screen for Out-of-Favor Stocks
AAII JOURNAL ● VALUE INVESTING,FEATURE ● October 1996
The Basics of Cash Flow Analysis in the Stock Selection Process
AAII JOURNAL ● INVESTING GURUS,FEATURE ● August 1996
Investment Characteristics of Firms With Dividend Reinvestment Plans
AAII JOURNAL ● DIVIDENDS,FEATURE ● June 1996
Screening for Cash-Rich Firms That Will Put Their Money to Good Use
AAII JOURNAL ● INVESTING GURUS,STOCK STRATEGIES ● April 1996
Shadow Stock Rookies: Firms That Are New to the 1996 Listing
AAII JOURNAL ● SMALL CAP VALUE INVESTING,AAII MODEL PORTFOLIOS ● February 1996
Out of the Wall Street Spotlight: The 1996 Shadow Stocks
AAII JOURNAL ● SMALL CAP VALUE INVESTING,AAII MODEL PORTFOLIOS ● February 1996
Web-Based Stock Screening Services
AAII JOURNAL ● COMPUTERIZED INVESTING ●