Webinar Wednesdays: AAII Shadow Stock Portfolio Wrap-Up

If you missed our Webinar Wednesday on July 22, you can watch it here.

The Shadow Stock Portfolio is one of the most popular features among AAII members. This model portfolio uses a quantitative approach to select and manage a portfolio of value-oriented micro-cap stocks. John Bajkowski delves into the theory and research behind the Model Shadow Stock Portfolio and what makes it tick. In addition, he explains how you can easily build and manage your own personal version of AAII’s Shadow Stock Portfolio using a few simple rules and investing a minimal amount of time.

AAII Membership for Just $1! As a thank-you for watching this informative webinar, we would like to extend to you an exclusive attendee trial offer for AAII Membership. Please take advantage of the opportunity to learn from all that AAII Membership has to offer! https://www.aaii.com/store/n1m1

Presentation slides:
https://www.aaii.com/files/webinar/PDF/07222020ShadowStocks.pdf

Post-Webinar Notes

Articles

Company Size and Investment Returns
Exploiting the Relative Outperformance of Small-Cap Stocks
How Much Small Cap Should Be in Your Portfolio?
Price-to-Book Valuations Currently Favor Shadow Stocks
The Predictive Power of Price-Earnings and Price-Sales Ratios
Monthly Return Patterns for the Shadow Stock Portfolio
Examining the Shadow Stock Value and Size Factors
Archive of Shadow Stock Articles

AAII Resources

AAII Shadow Stocks
Stock Investor Pro, fundamental stock screening and research database

Other Resources

Kenneth R. French Data Library
“The Cross-Section of Expected Stock Returns,” by Eugene Fama and Kenneth French
“Super Stocks,” by Kenneth L. Fisher
“Do Sales-Price and Debt-Equity Explain Stock Returns Better Than Book-Market and Firm Size?,” Financial Analysts Journal, March/April 1996
“What Works on Wall Street,” by James P. O’Shaughnessy