The AAII Boston Chapter

        Welcome to the AAII - Boston Chapter Website!
The Boston Chapter of the American Association of Individual Investors is a non-profit organization that provides individual investors with Educational Events, Special Interest Group Meetings and tools to build wealth, from stock investing to financial planning and retirement funding.
Next Chapter Event:

             We are extremely proud and honored to have two LEGENDS presenting at the October 22, 2015 Event
    • Featured Presenter:

      JOHN BAJKOWSKI,  President of the American Association of Individual Investors (AAII)

           "AAII Shadow Stock Portfolio:  From Theory to Practical Application"



           This presentation will discuss AAII’s popular Model Shadow Stock Portfolio. This model portfolio uses a quantitative approach to select and manage a value-oriented micro-cap stock portfolio. You’ll learn about the theory and research behind the Model Shadow Stock Portfolio and what makes it tick. In addition, you'll find out how to go about building and managing your own personal version of AAII’s Shadow Stock Portfolio using a few simple rules and investing a minimal amount of time.



      Featured Presenter:

      BRUCE JOHNSTONE,  Managing Director and Senior Marketing Investment Strategist, Fidelity Investments

           "Economic and Markets Outlook: Making the Best of Sluggish Optimism"



          The American economy and U.S. corporate profits are likely to continue to endure slow growth for many domestic reasons:  Intrusive government policies, intransigent domestic politics, massive entitlement and debt loads, and an under-educated work force, to name a few.  Internationally, the U.S. faces economic slowdowns from an over-indebted Europe (and Japan), a dramatic about-face in China’s prospects, and from the uncertainty introduced by the many geo-political hot spots.  Market valuations remain somewhat elevated in spite of these hurdles.  The talk will, of course, discuss the economic and markets background, and also attempt to present suggestions on how to resolve the adverse conditions so described… in order to ramp up U.S. and world GDP growth.


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