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 9/18/2026

COMPANY NAME	TICKER	P/B RATIO
LanzaTech Global, Inc.	LNZA	0.29
Regis Corporation	RGS	0.34
Imperial Petroleum Inc.	IMPP	0.48
StealthGas Inc.	GASS	0.51
Shoe Station Group Inc.	SHOE	0.53

See All 27 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 9/18/2026)

COMPANY NAME	TICKER	Yield
RLI Corp.	RLI	8.0%
Comcast Corporation	CMCSA	5.8%
Dillard's, Inc.	DDS	4.9%
Sonoco Products Company	SON	4.4%
Ingredion Incorporated	INGR	3.4%

See All 30 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 9/18/2026)

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

See All 47 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 9/18/2026)

COMPANY NAME	TICKER	52-Wk Rel Str Rank
Fortinet, Inc.	FTNT	94%
Navigator Holdings Ltd.	NVGS	82%
Arista Networks, Inc.	ANET	78%
First BanCorp.	FBP	71%

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 9/18/2026)

COMPANY NAME	TICKER	TRAILING P/E
First American Financial Corporation	FAF	9.6
Sirius XM Holdings Inc.	SIRI	11.0
M&T Bank Corporation	MTB	12.0
East West Bancorp, Inc.	EWBC	12.3
The PNC Financial Services Group, Inc.	PNC	12.8

See All 8 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 9/18/2026)

COMPANY NAME	TICKER	Value Score
Embecta Corp.	EMBC	98
Bread Financial Holdings, Inc.	BFH	96
Greenlight Capital Re, Ltd.	GLRE	96
Teekay Corporation Ltd.	TK	95
Bausch Health Companies Inc.	BHC	94

See All 15 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 9/18/2026)

COMPANY NAME	TICKER	Forecast Div.-Adj. PEG
Build-A-Bear Workshop, Inc.	BBW	0.44
H&R Block, Inc.	HRB	0.47
Blue Bird Corporation	BLBD	0.48
LCI Industries	LCII	0.49
Farmers National Banc Corp.	FMNB	0.49

See All 26 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 9/18/2026)

COMPANY NAME	TICKER	Value Score
Global Ship Lease, Inc.	GSL	96
Chord Energy Corporation	CHRD	96
Universal Health Services, Inc.	UHS	95
Euroseas Ltd.	ESEA	95
Navios Maritime Partners L.P.	NMM	95

See All 125 Stocks