AAII’s mission has always been to provide investors with unbiased information and resources, giving them every advantage to build a successful, long-term portfolio. It’s this ethos and mission that drove me to dedicate my working career to helping individual investors achieve their financial goals.
Our late founder James Cloonan believed that with the right education and information, individual investors have inherent advantages over their institutional counterparts and can regularly outperform the market and the firms that spend enormous sums trying to beat it.
If you’ve read my last two emails, you know that I’ve been sharing four secrets that explain why AAII Members make significantly more money than most investors.
I’ve covered the small-cap advantage and minimizing risk exposure. Today, I want to focus on diversification, which is something AAII Membership does VERY well.
AAII WEALTH SECRET #3:
Forget about common asset allocation rules for diversification.
Many people depend on common asset allocation “rules” to set up their portfolios. Not AAII Members. That’s because for any set of asset allocation rules that you follow, I can show you a portfolio that breaks all the rules … and still outperforms!
You see, these kinds of common asset allocation rules are just too simplistic. They don’t take into account vital factors like how much risk you can tolerate, how much money you have already saved, when you want to retire and how fast you want your investments to grow so you can reach your goals.
At AAII, we’ve proven that it’s not just how you allocate your assets that’s important … it’s what you allocate your portfolio with. Our 50+ stock screens, many of which are beating the market, are real-world proof.
Just take a look at the Driehaus screen, with a 97.3% one-year return. Six stocks currently pass this approach from the “father of momentum investing,” Richard Driehaus. It seeks out companies with accelerating earnings growth, rising earnings estimates and meaningful positive earnings surprises.
Or see the O’Shaughnessy Tiny Titans screen, with a 90.0% one-year return. A value and momentum strategy based on historical long-term trends, its list comprises the 25 passing stocks with the greatest 52-week relative strength.
Or even look at the Value on the Move PEG With Estimated Growth screen, with a 47.4% one-year return. Twenty-eight stocks currently pass this approach, which uses price-earnings-to-earnings-growth (PEG) ratios and price strength to find growth stocks trading at a reasonable price.
These diverse stock screens highlight the strength of the disciplined strategies available through AAII, giving you access to multiple data-driven approaches that can help you stay on track through different market environments in 2026 and beyond.
From growth-focused momentum strategies to value-driven and dividend-oriented investing, having these diverse models at your fingertips allows you to build a more resilient, well-rounded portfolio.
During our Fall Membership Drive, you can experience all that AAII has to offer — including our 50+ stock screens, Custom Stock Screener, ETF and Mutual Fund Screeners, stock ideas, and portfolio monitoring and analysis tools — for just $198.
Your AAII Membership also comes with a 30-day money-back guarantee, giving you a full month to explore everything completely risk-free. Plus, you’ll receive additional benefits like access to our monthly AAII Journal publication, investor guides, live webinars, weekly stock ideas and more.
Many of our members tell us that AAII is “my one-stop shop for market-beating stock ideas.”
Forbes Magazine even says it has the “… best articles … best stock screens.”
Plus, we want to give you a FREE GIFT when you join as a new AAII Member.
When you join during our Fall Membership Drive, I will thank you with a list of value stocks compiled using the A–F Stock Grade filters and criteria. This list was put together to feature top stocks based on the Value, Momentum and Quality Grades.
AAII Members rely on the AAII Stock Grades to guide them in making informed decisions about buying and selling stocks they currently own or finding new investments for their portfolio. This list gives you an easy starting point.
As a new member, you’ll gain access to our top-tier stock, exchange-traded fund (ETF) and mutual fund tools, AAII Stock Grades, stock ideas, and more.
Here’s some of what AAII has to offer:
Stock screening and analysis tools
Mutual Fund Screener
ETF Screener
The brand-new Investor Hub
My Portfolio+ for investment monitoring and analysis
50+ predefined stock screens
Proprietary stock grading system
AAII Stock Grades Screener
Resources that include user guides, videos and emails
And more
When you choose to join AAII with your special discount, you’ll gain access to a wide range of powerful tools and resources, including the Custom Stock Screener, ETF and Mutual Fund Screeners, A–F Stock Grades, 50+ stock screens, weekly stock ideas, top-rated daily ETF ideas, First Cut tables, and Stock Strategy Power Rankings — just to name a few.
Your Special Discount on AAII Membership Is Waiting
We hope you take us up on our $198 sale price on a one-year AAII Membership, which includes a FREE list of the top value stocks.
I’m sure you’ll thoroughly enjoy your gift of the value stock list, which you can peruse to find new ideas for your portfolio based on AAII’s Stock Grades.
Plus, I know you’ll find all your premium investing benefits to be very valuable.
And, with our 30-day money-back guarantee, you can explore everything risk-free before committing.
Remember to keep checking your inbox this week during our Fall Membership Drive! Our special sale, exclusive to a select group of investors, is only good through September 21 at midnight Central Time.
We will be releasing even more investing secrets in the coming emails.
Kind regards,
John Bajkowski President, AAII
The $198 A+ Investor sale price is only offered in this email; it is not available via phone or the standard AAII website. Please do not forward this offer.
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.
