AAII Model Shadow Stock Portfolio Annual Review

This is a heads-up for the next AAII webinar to be held a week from today, 3 pm EST next Monday. A link for registration can be found below.  Happy New Year!  

Monday, January 8, 2024 2:00 PM CDT Small Caps, Big Wins: AAII Model Shadow Stock Portfolio Annual Review  Presented by 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 using a quarterly portfolio review process, challenging the belief that only professional investors can achieve significant gains. During this event, we delve into the model portfolio’s annual performance, spotlighting key stocks. John Bajkowski will discuss 2023’s small-cap trends and offer expert insights during an interactive Q&A session.    Attend this presentation and learn:  The key successes and challenges faced by the Model Shadow Stock Portfolio in 2023 Overall small-cap stock performance in 2023 and factors that influenced their market behavior Valuable insights that will help you make informed investment decisions on small-cap stocks

For More Details and to Register »