September 17, 2022 Chapter Webinar with In-Person Option

AAII Shadow Stock Portfolio: From Theory to Practical Application

Wayne A. Thorp, CFA and Vice President of and Senior Financial Analyst at AAII

This presentation will discuss AAII’s popular Model Shadow Stock Portfolio. This model portfolio uses a quantitative approach to select and manage a value-oriented micro-cap stock portfolio. You’ll learn about the theory and research behind the Model Shadow Stock Portfolio and what makes it tick. In addition, you’ll find out how to go about building and managing your own personal version of AAII’s Shadow Stock Portfolio using a few simple rules and investing a minimal amount of time.

Attend This Meeting and Learn:

  • The quantitative approach to the Model
  • What the Shadow Stock Portfolio is
  • How you build your own Shadow Portfolio
  • How much time is required to build and manage this Portfolio

Meeting Details:

Date: Saturday, September 17, 2022

Time: 10:00 a.m. ET

Location: Up to 7 attendees may view the webinar at a local library (location disclosed in the Square ticket–see below) starting at 9:45 a.m. RSVP required.

Virtual access: To register to attend the Zoom webinar, please purchase a ticket on our chapter’s Square account

Cost: $7 electronic payment only

Before attending in person, please read:

Because of high levels of COVID cases, we strongly encourage you to wear a mask during the entire meeting.

About Our Speaker:

Wayne Thorp is the lead analyst and editor of the Stock Superstars Report. Follow him on Twitter @WayneTAAII. Thorp is also the senior financial analyst and a vice president at AAII. He has written extensively on technical analysis, quantitative stock screening and fundamental stock analysis. Thorp is also the product manager for the A+ Investor investment discovery, analysis and tracking service and for the Stock Investor Pro fundamental stock screening and research database software. Thorp also serves on the Dividend Investing (DI) advisory committee and serves as the vice president of the Alliance for Investor Education (AIE). Thorp was awarded the right to use the Charted Financial Analyst (CFA) designation in 2002 and has been with AAII since 1997. He is a 1997 honors graduate of DePaul University in Chicago, Illinois. He was born and raised in the “Thumb” of Michigan.

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