Model Portfolios

Member Strategy

AAII's Model Shadow Stock Portfolio

In 1993, we started a real-money portfolio to show that a consistent investment approach could be followed without a significant time commitment.

Learn our secrets to outpacing the overall market by nearly 4-to-1 over the past 20 years in our exclusive report, How to Win With a Small Cap/Value Approach.

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Ranked by P/B Ratio as of 11/4/2026

COMPANY NAME	TICKER	P/B RATIO
LanzaTech Global, Inc.	LNZA	0.27
Imperial Petroleum Inc.	IMPP	0.35
Regis Corporation	RGS	0.41
StealthGas Inc.	GASS	0.45
AMCON Distributing Company	DIT	0.51

See All 24 Stocks

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PREMIUM STRATEGY

AAII Dividend Investing Portfolio

The AAII Dividend Investing portfolio seeks income and growth from a diversified portfolio of domestic common stocks paying cash dividends.

Top DI Ideas Ranked by Yield (as of 11/4/2026)

COMPANY NAME	TICKER	Yield
Comcast Corporation	CMCSA	5.3%
RLI Corp.	RLI	3.9%
Ingredion Incorporated	INGR	3.4%
Otter Tail Corporation	OTTR	2.8%
Levi Strauss & Co.	LEVI	2.7%

See All 25 Stocks

PREMIUM STRATEGY

AAII Growth Investing Portfolio

AAII Growth Investing focuses on secular growth–stocks with attributes that make them likely to continue growing regardless of the economic cycle–instead of buying into cyclical stocks, which tend to rise and fall based on the business and market cycle. This strategy uses the groundbreaking G–Score research as well as AAII's proprietary Growth Grade designed to identify stocks with consistent growth potential.

Top Growth Investing Ideas Ranked by Growth Score (as of 11/4/2026)

COMPANY NAME	TICKER	Growth Score
Atmus Filtration Technologies Inc.	ATMU	100
BJ's Wholesale Club Holdings, Inc.	BJ	100
Box, Inc.	BOX	100
Cimpress plc	CMPR	100
Donaldson Company, Inc.	DCI	100

See All 41 Stocks

PREMIUM STRATEGY

Stock Superstars Report Portfolio

Approach: William O'Neil

William O'Neil founded the stock brokerage firm William O'Neil & Co. and the business newspaper Investor's Business Daily. He is the author of How to Make Money in Stocks, where he introduced the CAN SLIM investment strategy. CAN SLIM represents the seven characteristics that top-performing stocks often share before making their biggest price gains.

Top SSR Watchlist Ideas Ranked by
52-Week Relative Strength Rank (as of 11/4/2026)

COMPANY NAME	TICKER	52-Wk Rel Str Rank
Fortinet, Inc.	FTNT	84%
Navigator Holdings Ltd.	NVGS	70%
Arista Networks, Inc.	ANET	61%
Amphenol Corporation	APH	59%

See All 4 Stocks

PREMIUM STRATEGY

Stock Superstars Report Portfolio

Approach: David Dreman

David Dreman is the chairman and founder of Dreman Value Management. Over the past 30 years, he has been at the forefront of research into contrarian value investing and behavioral finance. This research has led to five books on the topic. These works include Dreman's most recent book, Contrarian Investment Strategies: The Psychological Edge, which was published on January 12, 2012 by Simon & Schuster. Additionally, he is a senior columnist for Forbes, where he has been writing a regularly published column, titled "The Contrarian," for over 30 years.

Top SSR Watchlist Ideas Ranked by Trailing P/E (as of 11/4/2026)

COMPANY NAME	TICKER	TRAILING P/E
F.N.B. Corporation	FNB	10.9
F.N.B. Corporation	FNB	10.9
First Horizon Corporation	FHN	11.4
First Horizon Corporation	FHN	11.4
The PNC Financial Services Group, Inc.	PNC	12.9

See All 11 Stocks

PREMIUM STRATEGY

Stock Superstars Report Portfolio

Approach: James O'Shaughnessy

James O'Shaughnessy is the founder, chairman and chief investment officer of O'Shaughnessy Asset Management LLC. O'Shaughnessy is considered a pioneer in quantitative equity analysis. O'Shaughnessy has authored several books, including What Works on Wall Street (1997), for which he backtested 44 years of stock market data to find out which quantitative strategies have worked over the years and which haven't.

Top SSR Watchlist Ideas Ranked by
Value Score (as of 11/4/2026)

COMPANY NAME	TICKER	Value Score
Melco Resorts & Entertainment Limited	MLCO	99
Embecta Corp.	EMBC	98
Bread Financial Holdings, Inc.	BFH	97
Greenlight Capital Re, Ltd.	GLRE	97
Teekay Corporation Ltd.	TK	96

See All 20 Stocks

PREMIUM STRATEGY

Stock Superstars Report Portfolio

Approach: John Neff

John Neff was the manager of the Vanguard Windsor Fund for more than three decades. While widely considered a value and contrarian investor, Neff referred to his investing style as a low price-to-earnings (P/E) methodology. From 1964 to 1995, Neff guided Windsor to a 13.7% average annual return, easily outpacing the S&P 500's 10.6% percent return during that time. A $10,000 investment in Windsor (with dividends reinvested) at the start of Neff's tenure would have ended up as more than $564,000 by the time he retired, more than twice what the same investment in the S&P would have yielded.

Top SSR Watchlist Ideas Ranked by
Forecast Dividend-Adjusted PEG (as of 11/4/2026)

COMPANY NAME	TICKER	Forecast Div.-Adj. PEG
Sonoco Products Company	SON	0.00
First Solar, Inc.	FSLR	0.49
Fulton Financial Corporation	FULT	0.53
Blue Bird Corporation	BLBD	0.55
Build-A-Bear Workshop, Inc.	BBW	0.60

See All 28 Stocks

PREMIUM STRATEGY

VMQ Stocks Portfolio

The AAII VMQ Stocks model portfolio seeks deep value, high-quality stocks with strong price momentum from a diversified portfolio of 20 domestic common stocks.

Top VMQ Ideas Ranked by Value Score (as of 11/4/2026)

COMPANY NAME	TICKER	Value Score
HF Sinclair Corporation	DINO	98
Macy's, Inc.	M	97
Kohl's Corporation	KSS	97
DXC Technology Company	DXC	97
Global Ship Lease, Inc.	GSL	97

See All 147 Stocks