Four investing strategies. Forty stocks. Even more stock ideas. One disciplined process — now only $2!
Dear Friend,
As the lead editor of the Stock Superstars Report (SSR) and president of AAII, I’ve spent years studying what actually separates the investors who build lasting wealth from those who get burned chasing the next hot tip. The answer always comes down to knowing and sticking to the rules ... both when to buy and, just as critically, when to sell.
If you caught my last two emails, you already know the “why” behind SSR: four unique strategies, built on the work of legendary investors, so that no single narrative or market cycle can knock your whole portfolio off course. We walked through the stellar performance since inception of SSR’s James O’Shaughnessy portfolio, up +342.3%, and the John Neff portfolio, up +1,795.6%. (Performance as of July 10, 2026.) We also discussed why not every strategy wins in every market: because that’s exactly the point.
Today, I want to pull back the curtain a bit further. I’m going to show you the actual criteria SSR uses to decide what earns a spot in the model portfolio, as well as the discipline that decides when it’s time to walk away. This is the part most investors never get right on their own.
If any of this resonates, there’s never been a better time to see it in action for yourself. During our SSR Summer Sale, you get a full 30 days of access for only $2.
But before you decide, let’s get into it.
The SSR Strategy: Addition & Deletion Rules
Picking a stock is easy. Knowing when to sell it — or to admit you were wrong — is where most investors struggle. That’s exactly the gap that SSR’s addition and deletion criteria are built to close.
The O’Neil Strategy
This strategy consists of companies with a proven record of earnings growth that also show strong relative price strength.
Key elements sought when selecting these stocks include:
Consistent quarterly earnings momentum,
Consistent and strong long-term earnings growth, and
Strong relative price strength and price momentum.
The Dreman Strategy
This approach consists of value-oriented companies that pay a dividend and exhibit positive historical and projected earnings growth.
Key elements sought when selecting these stocks include:
Taking on a multifactor approach, this strategy combines several scores into one composite view of value, quality and financial strength.
The key elements it screens for include:
Value score that ranks in the bottom 25% of all stocks,
Earnings quality score that ranks in the top 80% of all stocks and
Financial strength score that ranks in the top 80% of all stocks.
The Neff Strategy
And finally, the Neff strategy looks for stocks with low price-earnings ratios paired with solid growth in earnings and sales.
The key elements it screens for include:
Reasonable dividend-adjusted price-earnings-to-earnings-growth (PEG) ratio relative to that of the overall market,
Reasonable levels of estimated earnings and historical sales growth,
Positive free cash flow, and
Strong profitability relative to the industry.
In practice, this means that Neff isn’t just hunting for “cheap,” he’s demanding proof that cheap is actually justified, backed by real growth and real cash generation.
Both the O’Shaughnessy and Neff strategies tackle the same core problem investors face today: How do you find real value in a market where a handful of expensive, AI-driven names are setting the tone for everyone else? O’Shaughnessy and Neff each answer that question differently but with the same discipline that cheap alone is never enough.
The sell side matters just as much. Each strategy has its own rules for recognizing when a stock’s underlying story has changed, not just when its price has dipped. That distinction protects investors from two of the most common mistakes: panic-selling a good company during a normal pullback, and holding onto a bad one out of hope rather than evidence.
For investors navigating 2026’s mix of stretched valuations, market narrowness and headline-driven volatility, that discipline is the whole point. SSR isn’t trying to predict the next shock or the next rally. It’s giving you realistic rules that tell you, ahead of time, how to recognize a real opportunity and what a real warning sign looks like, so you’re not making that call in the heat of the moment.
Access to all 40 stocks across the four SSR approaches (10 stocks per guru strategy, four guru strategies), so you can follow along with each strategy.
Portfolio alerts
Every Friday after market close, you’ll receive an email flagging any portfolio additions or deletions in the model portfolios along with commentary explaining the “why” behind each move.
Flexibility to fit your portfolio size
Whether you want to hold all 40 stocks or a smaller 16-stock subset (four from each approach), you get clear guidance you can use to build and rebalance a portfolio that matches your risk tolerance and available capital.
Watchlists for each strategy
Beyond the four core model portfolios (O’Neil, Dreman, O’Shaughnessy and Neff), you’ll get access to watchlists of stocks that meet each guru’s selection criteria. This provides you with a pool of vetted candidates if you ever need a replacement pick or desire additional stock ideas.
Ongoing education, not just stock tips
Every weekly update is designed to teach you the reasoning behind the strategy, so you’re building real investing knowledge, not just following instructions blindly.
True diversification built for real-world investing
Practical guidance on diversification and allocation with clear rules for position sizing, replacing stocks, handling dividends and even funding retirement withdrawals, so you’re never guessing what to do next.
AAII Membership benefits
New subscribers also get access to the AAII Journal, the Model Shadow Stock Portfolio, investor guides, live webinars, online community, local chapters, stock ideas and more to support further learning and education.
Don’t just take our word for it, here’s what subscribers who’ve been using SSR and following the model portfolios for years have to say.
“A great way to learn how to use criteria and filters to pick stocks as well as when to sell them. I’ve had a very successful brokerage account with it.” —Bill P.
“No one is right all the time, but each one of these gurus are right most of the time.” —Jeffrey R.
“I’ve followed and used the report to fill my portfolio and have been happy with the results for over 10 years.” —Roger L.
“I don’t always act on every recommendation, but I’ve made a lot of money from the information I get from SSR.” —John F.
“The SSR led me to my best stock buy and guided me away from two possible losers.” —SSR Subscriber
Every investor eventually learns the same lesson: Long-term results aren’t defined by the stocks you pick but by the process you follow. Buying is easy. Knowing when to hold, sell or admit a thesis has changed is where portfolios are truly won or lost.
That’s the real value of SSR. Not just four strategies, but four disciplined investing processes that help you recognize both opportunity and risk before emotion takes over. Our longtime subscribers didn’t stay because of one lucky stock; they stayed because a repeatable process can outlast market cycles and obnoxious headlines.
No one can promise your next winning stock. But SSR gives you something more valuable over the long term: a proven framework for deciding what to buy and when it’s time to move on.
We hope you take us up on our special one-month trial offer to explore the model portfolios, strategy and watchlists during our SSR Summer Sale.
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.
