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A committee of AAII employees has fine-tuned four stock selection approaches to uncover candidates for inclusion in our Stock Superstars Report. A sophisticated portfolio optimization tool is then used to examine the candidates, one-by-one, to construct the risk-return efficient portfolios found on StockSuperstars.com.
No one person makes individual security choices. As a committee the rules and policies to buy and sell stocks were established. The process is quantitative in nature.
James Cloonan, Ph.D. John Markese, Ph.D. Wayne A. Thorp, CFA & John Bajkowski
To avoid any conflicts of interest, we have a policy prohibiting any of the parties working on the SSR system from investing in the SSR stocks. To show real-world performance, we run an actual portfolio with real dollars that follows the SSR buy and sell recommendations. To further simulate what an average investor might experience we implement a minimum one day trading delay in taking action on the recommendations. The transaction record of the portfolio is available on-line within the performance segment of the SSR site.
Chairman AAII
James B. Cloonan serves as Chairman of AAII. He earned his MBA from the University of Chicago and his BA and Ph.D. from Northwestern University. Dr. Cloonan has taught at the University of Missouri, Loyola University of Chicago, and DePaul University. During the latter period, he also served as a consultant to financial institutions. Convinced that investors armed with quality information and a bit of dedication could beat the returns of "so called" pros he founded the American Association of Individual Investors in 1978.
He has served on the Consumer Advisory Council of the National Futures Association, the Advisory Panel on Securities Markets and Information Technology of the Congressional Office of Technology Assessment, the NASD Special Committee on the Quality of Markets, the New York Stock Exchange Panel on Market Volatility and Investor Confidence, the Chicago Mercantile Exchange Financial Instruments Advisors Committee, the New York Stock Exchange Individual Investors Advisory Committee, The Consumer Affairs Advisory Committee of the Securities and Exchange Commission and other industry and regulatory panels.
Dr. Cloonan is also the author of numerous books and articles on investing and writes a series of articles for the AAII Journal.
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President and CEO, AAII
John Markese is president and chief executive officer of the American Association of Individual Investors. He presents investment seminars for the association and writes columns on stock analysis, portfolio management, mutual funds, and other financial topics for the AAII Journal.
He earned a doctorate in finance at the University of Illinois, concentrating on financial markets and investments, and has taught investments and portfolio management at several universities. He has conducted research on investments and presented the results before various groups, while publishing the findings in academic and professional journals.
Dr. Markese has also served as a portfolio management consultant and given expert witness financial testimony in securities and regulatory cases. He is a member of the board of governors of the NASD and the board of directors of the Nasdaq Stock Market, Inc. He is also chairman of the Nasdaq Audit Committee.
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Vice President, Senior Financial Analyst, AAII
John M. Bajkowski is the vice president and senior financial analyst for the American Association of Individual Investors. As financial analyst for AAII, John writes a column on selecting and analyzing stocks. John also serves as product manager for the computerized fundamental data and screening program—Stock Investor.
John is a graduate of DePaul University, where he earned a bachelor's degree in finance and management.
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Financial Analyst, Editor, Computerized Investing, AAII
Wayne A. Thorp is the editor of Computerized Investing and financial analyst for the American Association of Individual Investors. Computerized Investing is considered to be the premier publication covering the use of personal computers for financial planning, investment analysis and portfolio management. As a financial columnist for AAII, Wayne writes a column on technical analysis as well as articles on the markets and selecting and analyzing stocks. He is also part of the development team for the Stock Investor computerized fundamental data and screening program.
Wayne is a graduate of DePaul University, where he earned a bachelor’s degree in finance.
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