The SSR Research Committee


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. The rules and policies to buy and sell stocks were established as a committee. The process is quantitative in nature.

Click here to meet the SSR Advisory Committee





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.

Bios


John M. Bajkowski

John M. Bajkowski
President, AAII

John M. Bajkowski is president of the American Association of Individual Investors. As financial analyst for AAII, John writes a column on screening stocks.

John is a graduate of DePaul University, where he earned a bachelor's degree in finance and management.

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Charles Rotblut

Charles Rotblut, CFA
Vice President, AAII, and AAII Journal Editor

Charles Rotblut is the editor of the AAII Journal and a vice president of the American Association of Individual Investors. Charles oversees the editorial department and frequently speaks with the financial media. Prior to joining AAII, Charles worked for Zacks Investment Research, Curian Capital and INVESTools. His book on investing, "Better Good Then Lucky" (Traders Press/W&A Publishing), was published in late 2010.

Charles is a graduate of the University of Kansas, where he earned a bachelor's degree in Journalism. He received the Chartered Financial Analyst (CFA) designation in 1999.

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Wayne A. Thorp, CFA

Wayne A. Thorp, CFA
Senior Financial Analyst, AAII, and Editor of Computerized Investing

Wayne A. Thorp is the editor of Computerized Investing and senior 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 on technical analysis and stock screening. He is also product manager for the Stock Investor Pro, AAII's fundamental stock screening and research database program.

Wayne is a graduate of DePaul University, where he earned a bachelor's degree in finance. He received the Chartered Financial Analyst (CFA) designation in 2002.

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Joe Lan

Z. Joe Lan
Associate Financial Analyst, AAII

Joe Lan is an assistant financial analyst for the American Association of Individual Investors. He writes columns for the AAII Journal and Computerized Investing. For the AAII Journal, he writes the Investment Offerings column. For Computerized Investing, he writes the Fundamental Focus column as well as articles introducing and comparing various financial software and websites.

Joe holds a bachelor’s degree in finance from Northeastern Illinois University as well as a master’s degree in accounting and financial management. He is sitting for the third and final level of the Chartered Financial Analyst designation in June 2011.

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