Individual Investor Show: Two Easy Ways to Take Control of Your Stock Investing

The American Association of Individual Investors held a video event on Wednesday, January 5, 2021.

Many stock investors fail to vote on corporate board nominees and other company issues when they receive their proxy statement.

For this week’s Individual Investor Show, we are excited to chat with Charles Rotblut about why it’s important to vote your proxy and how to approach the various sections of the form.

In the second part of tonight’s broadcast, we sit down with John Bajkowski for an update on AAII’s Model Shadow Stock Portfolio. He’ll discuss its performance over 2021 and explain any changes that were made to the portfolio during its fourth-quarter review.

Watch this episode and learn:
-The impact you can have as a stock owner by voting your proxy
-How to address the issues contained in a proxy statement
-What’s new with AAII’s popular Shadow Stocks

AAII Journal January 2022
https://www.aaii.com/journal

Shadow Stock Review

Year-by-Year Returns Better Illustrate Shadow Stock Portfolio’s Variability by John Bajkowski in the January 2022 AAII Journal (https://www.aaii.com/journal/article/15531-year-by-year-returns-better-illustrate-shadow-stock-portfolios-variability)
Shadow Stock Portfolio Rules (https://www.aaii.com/model-portfolios/stock-rules)
Examining the Shadow Stock Value and Size Factors (https://www.aaii.com/journal/article/examining-the-shadow-stock-value-and-size-factors)
The Pandemic Effect on Shadow Stocks: Strong Year-Over-Year Growth (https://www.aaii.com/journal/article/14507-the-pandemic-effect-on-shadow-stocks-strong-year-over-year-growth)
PRISM Wealth-Building Process on AAII.com (https://www.aaii.com/learnandplan)
AAII Shadow Stocks area on AAII.com (https://www.aaii.com/model-portfolios)
Model Portfolios area of AAII.com (https://www.aaii.com/stockideas/premium)

Corporate Proxy

How to Vote Your Proxy Ballot by John Deysher in the January 2022 AAII Journal (https://www.aaii.com/journal/article/15525-how-to-vote-your-proxy-ballot)
Proxy Votes That Challenge Executive Pay Are Few (https://www.aaii.com/journal/article/10636-proxy-votes-that-challenge-executive-pay-are-few)
Proxy Adviser’s Gender and Shareholder Meetings Guidelines (https://www.aaii.com/journal/article/proxy-advisers-gender-and-shareholder-meetings-guidelines)
Shareholders Vote More When Their Ownership Stake Is Higher (https://www.aaii.com/journal/article/10588-shareholders-vote-more-when-their-ownership-stake-is-higher)
The Idiot Factor: Who’s Minding the Corporate Store? (https://www.aaii.com/journal/article/the-idiot-factor-who-s-minding-the-corporate-store-)
Check a Firm’s Health in Its Annual Report (https://www.aaii.com/journal/article/13842-check-a-firms-health-in-its-annual-report)
SEC.gov Edgar Database for SEC Form DEF 14A and Form NPX (https://www.sec.gov/edgar/search-and-access)

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.

Individual Investor Show: Two Easy Ways to Take Control of Your Stock Investing | AAII