American Association of Individual Investors

American Association of Individual Investors

Broadening Market Participation Benefits Model Shadow Stock Portfolio

AAII's avatar
AAII
Jan 27, 2026
∙ Paid

Featured Tickers:GILT,LAKE,NAESX,NCSM,OIS,SDHC,SGA,VFINX,

ZEUS

  • November market rotation put small caps and mid caps in the lead and caused value to beat growth

  • No changes to the portfolio for the fourth quarter; one holding put on earnings probation

  • A review of selection rules, with size and value cutoffs verified

There are no changes to the Model Shadow Stock Portfolio after conducting the quarterly portfolio review at the beginning of December.

User's avatar

Continue reading this post for free, courtesy of AAII.

Or purchase a paid subscription.
© 2026 AAII · Publisher Privacy ∙ Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture