AAII Shadow Stock Portfolio: Annual Review

The American Association of Individual Investors held a live webinar event on Wednesday, January 11, 2023, presented by AAII’s John Bajkowski.

The Model 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 Model Shadow Stock Portfolio using a few simple rules and investing a minimal amount of time.

Watch this presentation and learn:
- Gain an understanding of the research and theory behind the strategy
- Review the performance of the market and the approach
- Review the current model portfolio holdings and Shadow Stock Ideas list

AAII Shadow Stocks (https://www.aaii.com/model-portfolios)

Shadow Stock Ideas (https://www.aaii.com/model-portfolios...)

Shadow Stock Portfolio Rules (https://www.aaii.com/model-portfolios...)

Shadow Stock Strategy (https://www.aaii.com/model-portfolios...)

Shadow Stock User’s Guide (https://www.aaii.com/model-portfolios...)

Shadow Stock Portfolio Updates (https://www.aaii.com/model-portfolios...)

What Are Small-Cap Stocks? (https://www.aaii.com/education/articl...)

Influx of New Blood for Model Shadow Stock Portfolio (https://www.aaii.com/journal/article/...)

Adhering to Shadow Stock Portfolio Rules Is Vital in Shaky Times (https://www.aaii.com/journal/article/...)

Here are the slides from the presentation: https://www.aaii.com/files/images/AAI...

Register for upcoming webinars: https://www.aaii.com/webinars

Want more financial education? Learn more about AAII at https://www.aaii.com

ABOUT AAII
The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

AAII Shadow Stock Portfolio: Annual Review | AAII

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