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s to journal shadow stock portfolio monthly updates for stock screens a investor full access to aaii com journal and a power data suite for investment ideas aaii platinum full access to all of aaii s model portfolios and premium services at a significant discount dividend investing newsletter and model portfolio that focuses on dividend growth aaii growth investing find secular growth stocks poised for outperformance regardless of macroeconomic conditions retirement investing discover trusted strategies for every stage of retirement get actionable insights and resources for smart retirement planning sentiment investing a research driven newsletter with 10 signals decoding sentiment across retail and institutional behavior stock superstars report get stock ideas inspired by the market s leading professionals vmq stocks for the value investor looking to harness academic research in an actively managed portfolio bits and bips newsletter delivering insights on linking traditional finance macro trends and cryptocurrency opportunities to help investors build stronger more diversified portfolios all premium products come with free basic membership explore all membership options join now log in aaii journal view latest journal basic featured best of the aaii journal article index investor guides basic sentiment survey model portfolios model portfolios shadow stocks basic dividend investing premium stock superstars report premium growth investing premium vmq stocks premium stocks aaii stock screens custom screener plus stock ideas stock grades plus shadow stocks basic sentiment investing premium dividend stocks premium value stocks premium growth stocks premium etfs top etfs basic consistent performers plus etf ideas etf first cut screens plus etf screener plus guide to etfs basic compare etfs mutual funds top mutual funds basic consistent performers plus mutual fund ideas mutual fund first cut screens plus mutual fund screener plus guide to mutual funds basic compare mutual funds learn learn plan the wealth building process a lifetime investment strategy video education series essential investing ei course tax strategies asset allocation learning to invest about aaii about about aaii benefits of membership donate community aaii community aaii webinars aaii local chapters discover the secrets used by 2m individual investors aaii is on a mission to buck the me too mentality of institutional investing and empower the individual investor join our community where our members make nearly 3x more profit than the s p 500 join now for only 2 20 year total return aaii members only stock portfolio vs s p 500 data as of 5 31 2023 state street spdr dowjonesindstravgetftr 539 01 0 11 ishares core s p mid cap etf 77 68 0 15 ishares core s p small cap etf 148 12 0 54 ishares core s p 500 etf 777 39 0 08 fidelity nasdaq composite etf 104 94 0 23 customizing your mid cap allocation with etfs and mutual funds an examination of the etf and mutual fund options that can fill the mid cap domestic equity portion of a portfolio august 1 2026 by charles rotblut sam levine why ero copper corp s ero stock is up 5 04 august 10 2026 by michael rose why tennant company s tnc stock is down 5 04 august 10 2026 by cynthia mclaughlin current sentiment bearish 38 0 log in to vote in the aaii sentiment survey recommended prism wealth building process a simple framework for creating a personalized plan that aligns your investing decisions with your goals retirement workshop a 3 week online workshop designed to simplify your retirement strategy by identifying portfolio redundancy and using evidence based diversification strategies to build a more balanced retirement portfolio income seminar series a 6 week online seminar for self directed investors near or in retirement who want to evaluate and optimize their income portfolio aaii allocation survey aaii s monthly survey of members on their current holdings among the five major asset categories investor update a weekly email giving perspective on what s going on in the markets and economy want your portfolio to generate consistent income our free report teaches you how to identify stocks with a high likelihood of increasing dividend payments all without sacrificing capital appreciation your feed view more widening operating margins are boosting earnings for now august 6 2026 by charles rotblut a new type of stock ownership is coming july 30 2026 by charles rotblut aaii local chapters can make you more intelligent about investing in ai july 30 2026 by aaii guest midyear checkups aaii members weigh in with disparate opinions july 30 2026 by jenna brashear what to do when you get a large windfall july 30 2026 by sam levine giving power to the individual investor since 1978 aaii is a nonprofit organization dedicated to teaching individual investors how to successfully build investment wealth discover 4 investing secrets our members use to outperform the market and how you could have 3 million more than other investors for your retirement simply the best and most inclusive stock evaluation and monitoring service i know of if you don t have a lot of extra time to do your homework on your investments here is a simple cost effective way to do as deep a dive as you want on your ideas and the ideas you will develop through the service s embedded tools unique tools for evaluating and tracking stocks mutual funds and etfs including aaii ratings for value growth momentum and quality of stocks be in total control of your investments in the desert of me too investing aaii is an oasis of fresh reliable timely and unbiased information tailored to support the needs of individual investors whose common goal is to outperform the market we offer an impressive range of tools to help you make smart decisions for your portfolio weekly email newsletters receive expert insights and investment advice through our weekly email newsletters curated to help you stay informed about market trends investment strategies and actionable ideas that you can apply to your personal investment journey the highly acclaimed aaii journal gain access to our renowned aaii journal a monthly publication containing in depth articles expert interviews and research backed strategies for individual investors all designed to keep you informed and help you make informed decisions online database of investing articles expand your investment knowledge with our comprehensive online database featuring a wealth of investing articles research papers and educational resources that cover various investment topics strategies and styles model stock portfolios boost your investment performance with our model stock portfolios designed to provide a blueprint for successful investing and to help you compare and choose the best strategies for your personal investment goals daily updated stock screens make informed stock picks with our daily updated stock screens which allow you to filter and sort stocks based on specific criteria helping you identify investment opportunities tailored to your investment preferences stock grades for 6 000 securities evaluate stocks with ease using our proprietary stock grading system which assigns a letter grade to over 6 000 securities based on quantitative and qualitative factors enabling you to quickly assess their investment potential insightful webinars stay up to date on investing trends and strategies through our webinars which feature expert presentations and live q a sessions allowing you to expand your knowledge and engage with fellow aaii members email alerts receive timely email alerts on new articles research reports and investment opportunities ensuring you never miss out on crucial information that could impact your investment decisions access to useful guides enhance your investment skillset with our collection of useful guides covering topics such as portfolio management risk assessment and investment analysis all designed to empower you to make smarter investment decisions easy to follow asset allocation models simplify your portfolio management with our easy to follow asset allocation models which offer clear guidance on how to distribute your investments across various asset classes helping you optimize your portfolio for risk and return aaii conferences local chapter meetings connect with like minded investors at our aaii conferences and local chapter meetings where you can exchange ideas share experiences and learn from industry experts in a supportive and engaging environment bold unbiased truth trust in the bold unbiased truth provided by aaii as our commitment to independence ensures that our recommendations and insights are free from conflicts of interest and solely focused on helping you achieve your investment goals find the right membership option for you community upcoming local chapter events view more tue aug 11 18 30 20 00 et retirement planning subgroup rick groff aaii atlanta chapter sat aug 15 10 00 13 30 mt phoenix chapter august meeting aaii phoenix chapter sat aug 22 12 30 16 00 ct aaii st louis chapter event round robin your best investment aaii st louis chapter thu aug 27 18 30 20 30 et cleveland rich subgroup aaii cleveland chapter discover learn more stocks lists of winning stocks mutual funds in depth data and guidance on the best mutual funds etfs practical investing guidance on etfs asset allocation asset allocation models for various investor types community educational discussions and events for individual investors to participate in ideas select the security type and investment approach that you would like to find more ideas on adr screen buffett hagstrom screen buffettology eps growth buffettology sustainable growth screen cash rich firms screen dividend high relative yield screen dogs of the dow screen dogs of the dow low priced 5 screen dreman screen dreman with est revisions screen driehaus revised screen driehaus screen dual cash flow screen est rev down 5 screen est rev lowest 30 down est rev top 30 up est rev up 5 screen fisher philip screen fundamental rule of thumb screen graham defensive investor non utility screen graham defensive investor utility screen graham enterprising investor revised insider net purchases screen kirkpatrick bargain screen kirkpatrick growth screen kirkpatrick value screen lakonishok screen lynch screen magic formula screen muhlenkamp screen neff screen o neil s can slim no float screen o neil s can slim revised 3rd edition screen o neil s can slim screen o shaughnessy all cap screen o shaughnessy growth market leaders screen o shaughnessy growth screen ii o shaughnessy small cap growth value screen o shaughnessy tiny titans screen o shaughnessy value screen p e relative screen piotroski high f score screen price to free cash flow screen price to sales screen return on equity screen rule 1 investing screen schloss screen stock market winners screen t rowe price screen templeton screen value on the move peg with est growth screen value on the move peg with hist growth screen wanger screen weiss blue chip div yield screen zweig screen coldest domestic stock etfs coldest sector etfs coldest taxable bond etfs consistent category winners domestic equity etfs with the lowest expense ratios emerging market equity etfs performing well compared to peers emerging market etf highest yielding short term bond etfs high yielding equity etfs hottest domestic stock etfs hottest sector etfs hottest taxable bond etfs intermediate term bond etfs performing well compared to peers international equity etfs performing well compared to peers international stock winners large cap growth performing well compared to peers large cap value with consistent strong performance mid caps performing well compared to peers small etfs that are outperforming small caps performing well compared to peers socially responsible stock etfs top taxable bond etfs coldest domestic stock funds coldest international stock funds coldest muni bond funds coldest sector stock funds coldest taxable bond funds consistent category winners domestic equity funds with the lowest expense ratios emerging market equity funds performing well compared to peers emerging market mutual fund winners highest yielding short term bond funds high yielding equity funds hottest domestic stock funds hottest international stock funds hottest muni bond funds hottest sector stock funds hottest taxable bond funds intermediate term bond funds performing well compared to peers international equity funds performing well compared to peers international stock winners large cap equity funds with low initial minimum purchase requirements large cap growth performing well compared to peers large cap value with consistent strong performance large caps performing well compared to peers lower risk higher yielding equity funds mid caps performing well compared to peers overlooked active mutual funds that are also outperforming short term bond funds performing well compared to peers small caps performing well compared to peers socially responsible equity stock funds top index stock funds top muni bond funds top taxable bond funds search featured contributors webinars july review market rotation and strong earnings influence performance by john bajkowski going from full time worker to retiree tips from christine benz by christine benz how to read dividend red flags by derek j hageman economic moats the engine behind long term earnings power by brian haughey mapping the safe zone of retirement withdrawal rates by craig israelsen choosing an equity portfolio you can live with for life by paul merriman investing for life on the smoother path by chris pedersen seniors for whom are you investing by jonathan pond view more aaii betterinvesting what s wrong with wall street wisdom july 28 john bajkowski doug gerlach vmq stocks midyear market update july 6 sam levine aaii betterinvesting finding growth beyond the headlines may 26 cynthia mclaughlin dan boyle the new way to track and analyze investments april 9 john bajkowski view more are you ready to take your portfolio into your own hands gain access to the tools trusted by 2m members and over 40 years and start your journey toward making market beating profits join aaii for just 2 today popular resources aaii journal asset allocation education model portfolios stock ideas webinars popular products a investor aaii dividend investing aaii growth investing aaii retirement investing aaii sentiment investing stock investor pro stock superstars report vmq stocks more aaii store aaii guides sentiment survey asset allocation survey contact us donate aaii community local chapters special interest groups sigs prism academy leadership communities event calendar 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 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