The Individual Investor Show: An Update on Shadow Stocks, and Current Trends in Investor Sentiment

The American Association of Individual Investors held a video event on Wednesday, February 17, 2021.

How did small-cap stocks perform in 2020? This episode of The Individual Investor Show looks at small-cap stocks from the perspective of the AAII Model Shadow Stock Portfolio using 2020 data. Plus, we talk about the current crop of top- and bottom-performing mutual funds and exchange-traded funds (ETFs), and the trends we’re seeing in investor sentiment from the AAII Sentiment Survey. Questions and comments submitted during this show will be reviewed and may appear in an upcoming episode of The Individual Investor Show.

Watch this episode and learn:

-About the 2020 trends in small-cap stocks using the Model Shadow Stock Portfolio
What the latest top and bottom-performing mutual funds and ETFs are
-About current investor sentiment results and what that may mean for the market

Trends in Small Caps Segment
Price-to-Book Valuations Currently Favor Shadow Stocks (https://www.aaii.com/journal/article/...)
Model Shadow Stock Portfolio Update Email (http://www.aaii.com/email)
AAII Shadow Stock Portfolio Website (https://www.aaii.com/model-portfolios)
March 2021 AAII Journal Shadow Stock Column—online 3/2 (http://www.aai.com/journal)

Top and Bottom Funds & ETFs Segment
Expanded Fund Guide Online (http://www.aaii.com/guides/mfguide)
Expanded ETF Guide Online (http://www.aaii.com/guides/etfguide)
Screening Section of AAII.com (https://www.aaii.com/screening)
Investing Ideas Section of AAII.com (https://www.aaii.com/investingideas)
For A+ Subscribers
Funds+ Screener (https://www.aaii.com/funds/screener)
ETFs+ Screener (https://www.aaii.com/etfs/screener)

Sentiment Survey Segment
AAII Sentiment Survey (https://www.aaii.com/sentimentsurvey)
Pessimism Was High in 2020, but Investors Stayed With Stocks (https://www.aaii.com/investor-update/...)
Using the AAII Sentiment Survey as a Contrarian Indicator (https://www.aaii.com/journal/article/...)
Analyzing the AAII Sentiment Survey Without Hindsight (https://www.aaii.com/journal/article/...)

Q&A Segment
The Lowest-Cost Domestic Equity ETFs (https://www.aaii.com/journal/article/...)
Considerations for Picking a Mutual Fund or ETF (https://www.aaii.com/investor-update/...)

Want more financial education? Learn more about AAII at https://www.aaii.com

ABOUT AAII
The American Association of Individual Investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research.

The Individual Investor Show: An Update on Shadow Stocks, and Current Trends in Investor Sentiment | AAII