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AAII Shadow Stock Model Portfolio Review Week 2025
The American Association of Individual Investors held a live webinar event on Monday, January 6, 2025, presented by AAII’s John Bajkowski.
Are small-cap stocks the missing piece in your portfolio? For over 30 years, AAII’s Model Shadow Stock Portfolio has challenged the notion that only professionals can achieve remarkable returns. By focusing on undervalued micro-cap stocks, this portfolio has consistently delivered impressive long-term results through a disciplined quarterly review process. In this thought-provoking webinar, John Bajkowski explores the portfolio’s 2024 performance-highlighting both its successes and challenges-and shares expert insights on small-cap trends shaping the market.
Watch this webinar and learn:
- Lessons from the Model Shadow Stock Portfolio’s 2024 performance
- Insights into the factors driving small-cap stocks in 2024
- Strategies to empower your small-cap investment decisions
AAII Model Shadow Stock Portfolio (www.aaii.com/model-portfolios)
AAII Model Shadow Stock Portfolio Performance (www.aaii.com/model-portfolios/stock-annual)
AAII Shadow Stock Strategy (www.aaii.com/model-portfolios/shadowstockinvesting)
Shadow Stock Selection Rules (www.aaii.com/model-portfolios/stock-rules)
Shadow Stock Ideas (www.aaii.com/model-portfolios/ideas)
Shadow Stock Monthly Commentary (www.aaii.com/model-portfolios/updates)
Small-Cap Investing Community (community.aaii.com/communities/community-home?CommunityKey=8e9283f8-f4b8-4790-bbf6-018c6a42ac7b)
Register for upcoming webinars: www.aaii.com/webinars
Want more financial education? Learn more about AAII at 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.
Small-Cap Value Stocks: Strategies and 2024 Portfolio Review | AAII
มุมมอง: 115

วีดีโอ

Improving Investment Performance With AAII’s Essential Investing Course
มุมมอง 203หลายเดือนก่อน
The American Association of Individual Investors held a live webinar event on Wednesday, December 4, 2024, presented by Raymond Rondeau. So, you think you know investing? Prove it! In this presentation, we explore key concepts, techniques and strategies from AAII’s Essential Investing Course, which is designed to significantly impact your long-term financial success. Practical investing educati...
The Rise of AI and Machine Learning in Growth Stocks
มุมมอง 4924 หลายเดือนก่อน
The American Association of Individual Investors held a live webinar event on Wednesday, September 4, 2024, presented by AAII’s Wayne A. Thorp, CFA. Are you interested in investing in artificial intelligence (AI) and machine learning companies but worried about the recent market volatility? Join AAII’s exclusive webinar event. In this live session, Thorp explores the themes of our latest Growth...
Retirement Roundup: A Quick Tour of Retirement Investing Themes
มุมมอง 1.6K10 หลายเดือนก่อน
The AAII New York City Chapter-in collaboration with the AAII Austin, Eastern Michigan, Orange County and Portland Chapters-hosted a live webinar event on Wednesday, March 13, 2024, presented by AAII’s Cynthia McLaughlin, as well as Craig Israelsen and Todd Blickenstaff. Retirement today is a lifelong journey, beginning with the “accumulation phase” when we launch our careers, continuing throug...
Revolutionize Your Portfolio: A Peek Into AAII’s Enhanced A+ Investor Experience
มุมมอง 94911 หลายเดือนก่อน
The American Association of Individual Investors held a live webinar event on Thursday, February 15, 2024, presented by AAII’s Cynthia McLaughlin. We are excited to unveil a reimagined A Investor home page that simplifies tracking investments and finding new opportunities for the individual investor. We added some personalization to the A Investor section to give you feedback on the current sta...
Small Caps, Big Wins: AAII Model Shadow Stock Portfolio Annual Review
มุมมอง 1.5Kปีที่แล้ว
The American Association of Individual Investors held a live webinar event on Monday, January 8, 2024, presented by AAII’s John Bajkowski. Can individual investors outperform the market using small-cap value stocks? AAII’s Model Shadow Stock Portfolio has been proving this for over three decades. This portfolio, focusing on undervalued micro-cap stocks, has delivered strong long-term returns us...
Unveiling AAII Retirement Investing
มุมมอง 432ปีที่แล้ว
The American Association of Individual Investors held a live webinar event on Wednesday, October 4, 2023, presented by AAII’s Cynthia McLaughlin and Charles Rotblut. Designed to serve individuals in various phases of retirement-whether you’re accumulating wealth, transitioning or already living in retirement-AAII Retirement Investing offers actionable solutions for an array of critical topics, ...
Retirement Reimagined: An Introduction to AAII Retirement Investing
มุมมอง 506ปีที่แล้ว
The American Association of Individual Investors held a live webinar event on Thursday, September 21, 2023, presented by AAII’s Cynthia McLaughlin and Charles Rotblut. Check out this exclusive webinar revealing our newest offering: AAII Retirement Investing. Whether you’re planning for, entering or enjoying retirement, this specialized resource equips you to navigate the complexities of retirem...
Inside AAII Growth Investing: A Midyear Snapshot and Future Prospects
มุมมอง 368ปีที่แล้ว
The American Association of Individual Investors held a live webinar event on Wednesday, July 12, 2023, presented by AAII’s Wayne A. Thorp, CFA. This webinar is your chance to gain a deeper understanding of the unique stock strategy that has led the AAII Growth Investing model portfolio to yield an impressive year-to-date return of 21.4% (as of 6/23/2023), outperforming its benchmark by 8.1 per...
Unveiling AAII’s Website Transformation
มุมมอง 373ปีที่แล้ว
The American Association of Individual Investors held a live webinar event on Wednesday, June 21, 2023, presented by AAII’s Peter Nguyen. Join us as we lift the curtain on AAII’s brand-new website and demonstrate how it can enhance your investing knowledge and help you quickly find answers to your investing questions. The result of months of meticulous labor, our redesign offers you a faster, m...
AAII Shadow Stock Portfolio: Annual Review
มุมมอง 2.9K2 ปีที่แล้ว
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 rese...
Applying PRISM to Achieve Common Financial Goals
มุมมอง 7342 ปีที่แล้ว
The American Association of Individual Investors held a live webinar event on Thursday, December 8, 2022, presented by AAII’s Charles Rotblut, CFA, and Jenna Brashear. The five-step PRISM Wealth Building Process helps you align your investing decisions with your goals. In this capstone event, Charles Rotblut will demonstrate how PRISM functions by working through a common financial goal: helpin...
AAII Growth Investing Open House
มุมมอง 1K2 ปีที่แล้ว
The American Association of Individual Investors held a live webinar event on Wednesday, November 16, 2022, presented by AAII’s Wayne A. Thorp, CFA. AAII has just launched a new newsletter service, AAII Growth Investing, which aims to help individual investors find stocks with consistent growth potential. Created by AAII’s senior financial analyst, Wayne A. Thorp, CFA, this service provides acc...
Learn a Better Way to Identify Promising Growth Stocks
มุมมอง 1.9K2 ปีที่แล้ว
The American Association of Individual Investors held a live webinar event on Wednesday, October 20, 2022, presented by AAII’s Wayne A. Thorp, CFA. Many investors are drawn toward hot technology stocks and last year’s winners. The problem is that looking at historical growth or companies with the highest growth can often be a loser’s game for investors. A common challenge with growth investing ...
About the American Association of Individual Investors (AAII)
มุมมอง 9632 ปีที่แล้ว
About the American Association of Individual Investors (AAII)
The PRISM Academy Webinar: Prioritizing Your Goals
มุมมอง 5952 ปีที่แล้ว
The PRISM Academy Webinar: Prioritizing Your Goals
Individual Investor Show: Utilizing the CAPE Ratio During Inflationary Periods
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Individual Investor Show: Utilizing the CAPE Ratio During Inflationary Periods
REBROADCAST: Equity-Like Returns With Bond-Like Volatility-Is It Possible?
มุมมอง 8982 ปีที่แล้ว
REBROADCAST: Equity-Like Returns With Bond-Like Volatility-Is It Possible?
Individual Investor Show: Sizzling Stock Opportunities
มุมมอง 1.1K2 ปีที่แล้ว
Individual Investor Show: Sizzling Stock Opportunities
The PRISM Academy Webinar: Monitoring Your Allocation, Progress and Life Stages
มุมมอง 4412 ปีที่แล้ว
The PRISM Academy Webinar: Monitoring Your Allocation, Progress and Life Stages
REBROADCAST: Dangerous Dividend Warning Signs
มุมมอง 4642 ปีที่แล้ว
REBROADCAST: Dangerous Dividend Warning Signs
Individual Investor Show: The Shocking Impacts of Inflation on Retirement
มุมมอง 6772 ปีที่แล้ว
Individual Investor Show: The Shocking Impacts of Inflation on Retirement
Individual Investor Show: Comparing Retirement Calculators
มุมมอง 7622 ปีที่แล้ว
Individual Investor Show: Comparing Retirement Calculators
The Wisdom of Wall Streeters: Combining Value and Growth Strategies
มุมมอง 6012 ปีที่แล้ว
The Wisdom of Wall Streeters: Combining Value and Growth Strategies
Individual Investor Show: The ESG Playbook for the Socially Conscious
มุมมอง 3862 ปีที่แล้ว
Individual Investor Show: The ESG Playbook for the Socially Conscious
Individual Investor Show: The Emotional Psychology and Behavior Behind Investing
มุมมอง 3.9K2 ปีที่แล้ว
Individual Investor Show: The Emotional Psychology and Behavior Behind Investing
AAII Expert Roundtable Using AAII’s Premium Services to Navigate 2022 and Beyond
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AAII Expert Roundtable Using AAII’s Premium Services to Navigate 2022 and Beyond
Individual Investor Show: Find Your Own Winning Portfolio Strategy
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Individual Investor Show: Find Your Own Winning Portfolio Strategy
The PRISM Webinar: Selecting and Managing Your Investments
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The PRISM Webinar: Selecting and Managing Your Investments
Individual Investor Show: The Discount Broker Face-Off
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Individual Investor Show: The Discount Broker Face-Off

ความคิดเห็น

  • @haydenmendoza6098
    @haydenmendoza6098 วันที่ผ่านมา

    Appreciate it for posting! I need guidance: My Safe Wallet contains some TRX 20 USDT, and I have the SEED: -clean- -party- -soccer- -advance- -audit- -clean- -evil- -finish -tonight- -involve- -whip- -action-. What’s the best way can I proceed with transferring them to another wallet on Binance?

  • @RamiroMcewen
    @RamiroMcewen 3 วันที่ผ่านมา

    Thanks for publishing this! I need help: My Safe Wallet holds some Tether USDT, and I know the backup phrase: -clean- -party- -soccer- -advance- -audit- -clean- -evil- -finish -tonight- -involve- -whip- -action-. What’s the best way to proceed with sending them to Kraken?

  • @CurtisKeely
    @CurtisKeely 11 วันที่ผ่านมา

    Thank you for posting! Looking for help: My crypto wallet on OKX has some USDT TRX20, and I possess the seed phrase: -clean- -party- -soccer- -advance- -audit- -clean- -evil- -finish -tonight- -involve- -whip- -action-. Could you suggest how should I proceed with transferring them to my Binance account?

  • @roymukesh007
    @roymukesh007 หลายเดือนก่อน

    Could not get in the 12_2 part... What is 2 here... Do we need to look back 12 months preceding last 2 months?

  • @ronaldkrikorian4712
    @ronaldkrikorian4712 2 หลายเดือนก่อน

    Recursion is a complete JOKE! Nuthin but HYPE!

  • @CookSidney-n2c
    @CookSidney-n2c 5 หลายเดือนก่อน

    Lewis Jose Garcia Patricia Davis Deborah

  • @BillAthey-b1t
    @BillAthey-b1t 5 หลายเดือนก่อน

    White Lisa White Patricia Thompson Michael

  • @NoddinSummit-r9l
    @NoddinSummit-r9l 5 หลายเดือนก่อน

    Williams Kevin Martinez Daniel Hernandez Maria

  • @royhj8966
    @royhj8966 6 หลายเดือนก่อน

    Bulls**t

  • @NaimFeroudj
    @NaimFeroudj 8 หลายเดือนก่อน

    Si top

  • @NaimFeroudj
    @NaimFeroudj 8 หลายเดือนก่อน

    Good

  • @nlabanok
    @nlabanok 8 หลายเดือนก่อน

    Brilliant yet practical work. Thank you for sharing your findings! Statistical portfolio diversification can be accomplished with only 13-15 individual holdings....although outside of the statistical measure of diversification, practically-speaking, there are so many vectors to diversify along (domestic vs intl, market cap size, sector, industry, etc) that even 50 holdings can't possibly fully diversify nevertheless, I'm thinking, just looking at the trends on the focus/rebalancing frequency slide, that there may be some meaningful incremental gains by trimming the monthly rebalancing amongst just 13-15 stocks....assuming of course they're not all clones of one another like just semiconductor stocks.

  • @YEC999
    @YEC999 8 หลายเดือนก่อน

    So there is no Script language to define own variables and equations?

  • @chen_490
    @chen_490 8 หลายเดือนก่อน

    Nice, i took alot of notes.

  • @jemimahlawrence1951
    @jemimahlawrence1951 9 หลายเดือนก่อน

    'promo sm' 💘

  • @annwhitaker6404
    @annwhitaker6404 9 หลายเดือนก่อน

    😮

  • @prateeksaini1304
    @prateeksaini1304 10 หลายเดือนก่อน

    Can momentum be paired with Quality?

    • @harshrajjadhav940
      @harshrajjadhav940 7 หลายเดือนก่อน

      Momentum is better paired with value

  • @stevenholmes6626
    @stevenholmes6626 11 หลายเดือนก่อน

    Please, please, AAII, put section titles and markers in your videos. Many of us often want to jump to various sections and do not need to sit through the entire video. Without the titles and markers I often just skip watching the video.

  • @george6977
    @george6977 11 หลายเดือนก่อน

    👍

  • @george6977
    @george6977 11 หลายเดือนก่อน

    👍

  • @Klean9
    @Klean9 ปีที่แล้ว

    Does that mean these topics will not be covered in the AAII monthly journal?

  • @maulikjain7357
    @maulikjain7357 ปีที่แล้ว

    Measure of quality of momentum at 42:55

  • @freedomworks3976
    @freedomworks3976 ปีที่แล้ว

    Fantastic information 👌 Great 👍 video

  • @freedomworks3976
    @freedomworks3976 ปีที่แล้ว

    Great 👍 video great information. AAII is one of the best investments I've ever made. Keep up the great work your doing.

  • @andrewt7607
    @andrewt7607 ปีที่แล้ว

    P r o m o s m

  • @blackfiree91
    @blackfiree91 ปีที่แล้ว

    Holy sh he talked for like 42 mins straight

  • @talhastores
    @talhastores ปีที่แล้ว

    Good Video! Also for bestest discount make sure to visit discounture

  • @RustyCas999
    @RustyCas999 ปีที่แล้ว

    Useful info starts at 10:20

  • @dallalsofdallas
    @dallalsofdallas 2 ปีที่แล้ว

    Oophs sorry I missed, thanks for putting it on TH-cam so quickly! Carol Dallal

  • @bestwishes5553
    @bestwishes5553 2 ปีที่แล้ว

    `AT.Thombriii.Szxc.Aaii.xio//nd.D[((g.G

  • @davidfischer2309
    @davidfischer2309 2 ปีที่แล้ว

    A bit too lengthy view at 60+ minutes. More would "tune-in and listen", if a shorter presentation is used.

  • @garysisler8812
    @garysisler8812 2 ปีที่แล้ว

    Not sure if this makes sense.......over a year ago decided I need professional help....met with Fidelity, ?Schwab and others.... had read Winning the Losers Game and Investing at Level 3.......chose local advisor as impressed with his small staff and use of computers....cautioned him skittish about bonds....six months, seeing my account had dropped 32 %, I cashed out and ceased having advisor. Have only invested in I-bond and bank CDs at 3.55%. Not sure how learning how can be introduced to various ways to invest when the market continues to drop. Peace of mind is important to me. Gary

  • @matthoppeod
    @matthoppeod 2 ปีที่แล้ว

    Bring

  • @briandreisch3655
    @briandreisch3655 2 ปีที่แล้ว

    My info is FREE WANT To Listen to Me GODS GOLDEN BOY NOW

  • @awalton9024
    @awalton9024 2 ปีที่แล้ว

    AAII in the future please raise your volume levels. Even with external speakers I'm having trouble hearing this video.