AAII + BetterInvesting: Building Wealth with Small-Cap Stocks
10/28/2025
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8:30 pm - 9:30 pm ET
Online Event
Cost: Free
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Register once to access all sessions.
Description
The American Association of Individual Investors (AAII) and BetterInvesting (BI) invite you to a joint webinar focused on our shared mission: helping individual investors gain the tools and confidence to make informed decisions.
Why Attend?
Small-cap stocks offer individual investors unique opportunities to find winning investments. These under-the-radar companies offer explosive growth potential—before Wall Street notices. This is your edge, provided you know what to look for and which stocks to avoid. This is where big gains begin.
In this session, John Bajkowski of AAII and Doug Gerlach of BetterInvesting will share how their organizations approach small-cap investing to help individual investors uncover long-term opportunities.
Bajkowski will highlight AAII’s Model Shadow Stock Portfolio, a value-based strategy focused on small- and micro-cap stocks. He’ll explain its disciplined addition/deletion rules and how it’s managed through quarterly reviews. He’ll also show how to identify promising small-cap value stocks using AAII’s screening tools and A–F Grades.
Gerlach will introduce the SmallCap Informer, BetterInvesting’s newsletter focused on identifying high-potential small-cap stocks using its proven Q-GARP (quality growth at a reasonable price) strategy. He’ll explain how the approach, based on BI’s Stock Selection Guide (SSG), targets strong fundamentals, reasonable valuations and long-term growth. He’ll also highlight how the strategy has contributed to the newsletter’s long-term track record, which has outpaced the S&P SmallCap 600 index.
What You’ll Learn
· How to apply AAII’s disciplined, value-based strategy from the Model Shadow Stock Portfolio to identify overlooked micro-cap opportunities.
· How to use AAII’s screening tools to evaluate and uncover high-potential small-cap value stocks.
· How BI’s SmallCap Informer identifies growth-focused small-cap stocks with strong fundamentals and long-term potential.
· How to use BetterInvesting’s research-driven approach to build and manage a small-cap portfolio with confidence.
This is the fourth installment of our monthly webinar series, held on the fourth Tuesday of each month.
Helpful Hints:
View system requirements
Check your system's compatibility
View Join Webinar Guide for Attendees
This webinar will be recorded and available to all members and guests.
Why Attend?
Small-cap stocks offer individual investors unique opportunities to find winning investments. These under-the-radar companies offer explosive growth potential—before Wall Street notices. This is your edge, provided you know what to look for and which stocks to avoid. This is where big gains begin.
In this session, John Bajkowski of AAII and Doug Gerlach of BetterInvesting will share how their organizations approach small-cap investing to help individual investors uncover long-term opportunities.
Bajkowski will highlight AAII’s Model Shadow Stock Portfolio, a value-based strategy focused on small- and micro-cap stocks. He’ll explain its disciplined addition/deletion rules and how it’s managed through quarterly reviews. He’ll also show how to identify promising small-cap value stocks using AAII’s screening tools and A–F Grades.
Gerlach will introduce the SmallCap Informer, BetterInvesting’s newsletter focused on identifying high-potential small-cap stocks using its proven Q-GARP (quality growth at a reasonable price) strategy. He’ll explain how the approach, based on BI’s Stock Selection Guide (SSG), targets strong fundamentals, reasonable valuations and long-term growth. He’ll also highlight how the strategy has contributed to the newsletter’s long-term track record, which has outpaced the S&P SmallCap 600 index.
What You’ll Learn
· How to apply AAII’s disciplined, value-based strategy from the Model Shadow Stock Portfolio to identify overlooked micro-cap opportunities.
· How to use AAII’s screening tools to evaluate and uncover high-potential small-cap value stocks.
· How BI’s SmallCap Informer identifies growth-focused small-cap stocks with strong fundamentals and long-term potential.
· How to use BetterInvesting’s research-driven approach to build and manage a small-cap portfolio with confidence.
This is the fourth installment of our monthly webinar series, held on the fourth Tuesday of each month.
Helpful Hints:
View system requirements
Check your system's compatibility
View Join Webinar Guide for Attendees
This webinar will be recorded and available to all members and guests.
Prerequisite
No prerequisite.
