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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.
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.
President and CEO, AAII
John Markese is president and chief executive officer of the American Association of Individual Investors, a not-for-profit educational association founded in 1978. 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 was a Governor of the NASD (FINRA) from 1998 to 2002. He currently serves on the board of directors of the Nasdaq OMX and also is chairman of the Nasdaq OMX Audit Committee. He also serves on the boards of the NASDAQ Stock Market LLC, NASDAQ OMX PHLX and the NASDAQ OMX BX.
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Vice President, Senior Financial Analyst, AAII
John M. Bajkowski is a 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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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 first book on investing is tentatively scheduled to be published during the first half of 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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Financial Analyst, Editor, Computerized Investing, AAII
Wayne A. Thorp is the editor of Computerized Investing and a 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 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. He received the Chartered Financial Analyst (CFA) designation in 2002.
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Associate Financial Analyst, AAII
Cara Scatizzi is an associate financial analyst for the American Association of Individual Investors. She writes columns for the AAII Journal and Computerized Investing. For the AAII Journal, Cara writes about alternative investments. For Computerized Investing, she develops and writes original stock screening articles as well as articles comparing various financial software programs and Web sites.
Cara is a graduate of the University of Missouri, Columbia and is a current part-time MBA student at DePaul University.
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