Wednesday, July 15, 2026

Compare the similarities and differences between the growth strategies used by AAII and BetterInvesting. Plus, check out the list of promising small-cap stocks currently passing the Wanger screen. 

This Week’s Highlight

Analyze Charts Quicker With These Tech Tools

by Sam Levine

Uploading a stock chart to a few chatbots appears to be the best use of AI for technical analysis at its current capability.

Members-Only Feature Article

Discovering Growth Beyond the Headlines

by John Bajkowski, Cynthia McLaughlin, Dan Boyle

Two growth investing strategies emphasize sustainable metrics, valuation awareness and avoiding glamour stocks.

Hand-Selected for You

Uncovering Consistent & Sustainable Growth With the Revised Growth Grade

by Wayne A. Thorp

Through testing, we found evidence that we could build a better grade to help members identify promising growth stocks and the key components that make them so.

What Vanguard Looks for in Innovative Global Growth Stocks

by Charles Rotblut, Cynthia McLaughlin, Michael Masdea

Using a bottom-up approach to pinpoint companies set to be much bigger in five to 10 years.

Cash Is King and Free Cash Flow Wears the Crown

by Brian Haughey

Free cash flow is not just an accounting exercise but is central to valuation.

AAII Stock Ideas

Unlocking Reliable Small-Cap Stocks With Room to Grow

by Michael Rose

• Legendary investor Ralph Wanger targets smaller companies that have the potential for strong growth well into the future.
• Screening criteria include positive operating cash flow, total liabilities relative to total assets lower than the industry and a low price-earnings-to-earnings-growth (PEG) ratio.
• As of June 30, 2026, AAII’s Wanger screen has gained 12.4% since inception in 1997, outperforming the S&P 500 index’s gain of 7.5% over the same period.

The AAII Retirement Workshop covers the three things that quietly undermine retirement plans: unintentional overlap between funds, diversification that looks real but isn’t and withdrawal strategies that have never been stress-tested. Craig Israelsen, Ph.D., breaks down each one with data, not guesswork. Live sessions start on Thursday, July 16, at 2:00 p.m. Central Time. Get access to all three live sessions, plus lifetime access to every recording and resource. We've dropped the price by $100! Register today for only $99. 

New and Upcoming at AAII

Recent AAII Investor Hub Updates

• Premium Subscriber Access: Issue blocking entry to some premium tools has been resolved. If you were having trouble, please try again.
• Improved My Portfolio Navigation: Portfolio functions now reside with each portfolio, and a drop-down menu lets you more easily switch between portfolios. Take a drive around.
• Rebuilt Alerts: Notification bells, individual alerts for each portfolio holding and other additions. View your alerts.
• Custom View Enhancements: Data is now grouped by category for easier use, and management of saved views has been improved. Build a Custom View.
• Broker Import FAQs: Get your questions answered about the syncing process and site security. Read them here.

To try out these features now, go here. For more details on recent updates, see the What’s New page.

Upcoming Projects

• Dedicated Watchlists: Easily track stocks you are interested in.
• Speed and Coverage Upgrades for AI Assistant James: Expect smoother, smarter insights within a few weeks.
• Later in 2026: We’ll be building toward further customization of the Investor Hub, more advanced screening tools and the next evolution of our AI assistant James.

Keep track of what’s ahead at our AAII Investor Hub Roadmap. We’re grateful for your continued support and feedback as we shape the future of the AAII experience together. 

Recent Issues of the AAII Journal