Get details on the new Trump Accounts, including eligibility, structure and government seed contributions. Plus, see a fresh list of undervalued stocks poised to rise from our Lakonishok screen.
Josef Lakonishok’s investing strategy focuses on underappreciated companies that are beginning to awaken.
Positive movement is identified by outperformance relative to the S&P 500 index, measured using relative strength, or upward revisions in analyst consensus earnings estimates.
As of July 31, 2026, AAII’s Lakonishok screen has an average annual gain of 13.2% since inception in 1998, compared to the S&P 500’s gain of 7.5%.
Chasing high dividend yields can backfire if a company can’t sustain its payout. AAII’s Dividend Investing (DI) strategy instead screens for companies with strong fundamentals and a track record of sustaining or even growing their dividend over time. See how the strategy works and explore the 24-stock model portfolio, the DI Ideas list, and premium tools like the Dividend Grader and Dividend Screener, all with our $2 30-day trial for new subscribers.
ETF/Mutual Fund Data Added to Custom View Builder: Choose from a plethora of fund-specific data points, including returns with ranks and grades, risk measures, portfolio composition, fees and purchase info, and more. Build a Fund View.
Portfolio Holdings Grouped by Type: A new “group by type” toggle is available above your portfolio holdings table that splits the list into stocks, funds, ETFs, other, and cash & bonds sections. Turn on Grouping.
Rebuilt Alerts: Notification bells, individual alerts for each portfolio holding and other additions. View your alerts.
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.
Premium Newsletters and Tools: Access DI, Growth Investing, SSR and VMQ site content, tables and analyzer/screener tools directly in the Investor Hub for faster and more convenient usage.
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.
Tomorrow afternoon, join AAII’s John Bajkowski, Sam Levine, CFA, CMT, and Charles Rotblut, CFA, live on YouTube at 3:00 p.m. Central Time as they break down what the Jackson Hole Symposium and the latest PCE inflation data signal about the Fed’s next move, plus what Nvidia’s earnings reveal about the broader market. It’s a rare chance to get expert-level market analysis, absolutely free.
We make no representations or warranties that any investor will, or is likely to, achieve profits similar to those shown, because past, hypothetical or simulated performance is not necessarily indicative of future results. Before making an investment decision, you should consider your circumstances and whether the information on our content is applicable to your situation. This information was prepared in good faith and we accept no liability for any errors or omissions. The full disclaimer can be read here.
