Model Portfolios | AAII

Model Portfolios

Shadow Stock Strategies
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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.

Ranked by P/B Ratio as of 5/24/2024

COMPANY NAME TICKER P/B RATIO
Toro Corp TORO 0.26
Imperial Petroleum Inc IMPP 0.31
StealthGas Inc GASS 0.46
Strattec Security Corp STRT 0.53
Pyxis Tankers Inc PXS 0.55

See All 14 Stocks

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Premium Screens: Dividend Investing 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 5/24/2024)

COMPANY NAME TICKER Yield
Cna Financial Corp CNA 4.0%
IDACORP Inc IDA 3.5%
EOG Resources Inc EOG 3.0%
Atmos Energy Corporation ATO 2.9%
Cincinnati Financial Corporation CINF 2.8%

See All 22 Stocks

Premium Screens: Growth 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 5/24/2024)

COMPANY NAME TICKER Growth
Score
Albertsons Companies Inc ACI 98
DICK'S Sporting Goods Inc DKS 98
Hershey Co HSY 98
Oil-Dri Corporation of America ODC 98
Transcat Inc TRNS 98

See All 30 Stocks

Premium Screens: Stock Superstars 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 5/24/2024)

COMPANY NAME TICKER 52-Wk
Rel Str
Rank
Medpace Holdings Inc MEDP 93%
Fair Isaac Corp FICO 92%
Wingstop Inc WING 92%
PulteGroup, Inc. PHM 91%
Global Ship Lease Inc GSL 88%

See All 7 Stocks

Premium Screens: Stock Superstars

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 5/24/2024)

COMPANY NAME TICKER TRAILING P/E
Everest Group Ltd EG 5.8
Copa Holdings, S.A. CPA 7.3
Nov Inc NOV 7.4
Bank Ozk OZK 7.8
Globe Life Inc GL 7.8

See All 12 Stocks

Premium Screens: Stock Superstars

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 5/24/2024)

COMPANY NAME TICKER Value Score
Daqo New Energy Corp (ADR) DQ 99
Teekay Corp TK 98
Cross Country Healthcare, Inc. CCRN 95
Douglas Elliman Inc DOUG 90
Marin Software Inc MRIN 87

See All 6 Stocks

Premium Screens: Stock Superstars

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 5/24/2024)

COMPANY NAME TICKER Forecast
Div.-Adj.
PEG
Vital Energy Inc VTLE 0.19
Target Corp TGT 0.76
Cincinnati Financial Corporation CINF 0.78
Jabil Inc JBL 0.81
EnerSys ENS 0.86

See All 6 Stocks

Premium Screens: VMQ 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 5/24/2024)

COMPANY NAME TICKER Value
Score
PBF Energy Inc PBF 99
Global Ship Lease Inc GSL 98
G-III Apparel Group Ltd GIII 98
General Motors Co GM 98
Kohls Corp KSS 98

See All 157 Stocks