John Bajkowski

Mar 8, 2024 | aaii.com | John Bajkowski

Featured Tickers: AMPY CVLG DCO EBF GORV HOFT After the quarterly review of the Model Shadow Stock Portfolio at the beginning of March, one stock is being removed and one stock is being added. February Market Performance Investor sentiment continues to be positive with interest primarily focused on growth-oriented companies.

Feb 15, 2024 | aaii.com | John Bajkowski

Featured Tickers: BGFV BSET CVLG DCO FONR GASS HURC KTCC NAESX NGS RCKY SCX SGA TSLA VFINX While the S&P 500 index continued its winning ways in January, the rest of the market generally suffered losses during the month. The market rally was again confined to the Magnificent Seven technology stocks, which accounted for 45% of the S&P 500 return, according to S&P senior index analyst Howard Silverblatt.

Jan 10, 2024 | aaii.com | John Bajkowski

The Model Shadow Stock Portfolio gained 11.1% during December, boosting its full-year 2023 return to 20.8%. It was a welcome bounce back from the 19.7% loss experienced in 2022, but the Model Shadow Stock Portfolio underperformed the S&P 500 index’s 2023 gain of 26.1% as measured by the Vanguard 500 Index fund (VFINX). The S&P 500 gained 4.5% during December with smaller, valued-focused companies outperforming larger growth companies during the year-end rally.

Dec 13, 2023 | aaii.com | John Bajkowski

The 2023 review of AAII Stock Screens reveals the top-performing strategies for the past year and over the total history of our tracking. Table 2 presents the current characteristics of the top- and bottom-performing screening strategies for 2023 and the risk-adjusted winners and losers since the start of 1998. Forty-eight of the 55 AAII Stock Screens posted gains for the year through December 13, 2023, quite a reversal from last year when only nine screens were in the black.

Dec 13, 2023 | aaii.com | John Bajkowski

AAPL , AMZN , GOOGL , META , MSFT , NVDA , TSLA , VFINX Find out where the majority of stock gains came from in 2023 Learn which AAII screening strategies showed the best performance for the year and over the long term See how the stock screens compare on bull and bear market performance, risk and average holdings Investors witnessed a reversal of fortunes during 2023 compared to 2022, with stocks up for the year.