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 Sector Classification Change Could Alter Some ETFs A shift in sector and industry classifications will impact exchange-traded funds (ETFs) and mutual funds that target the affected industries and sectors. The change could also result in the renaming of some funds in addition...

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe whyApogee Enterprises Inc. (APOG) is his “Buy of the Week” for August 14, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you...

 Editor’s Note: While this article is from 1989, and some of the mutual fund names have changed or the funds have merged or closed, the concepts of risk assessment still apply. Often, it is all too tempting to evaluate a mutual fund solely based on its rate of return over...

  Real-world returns show that, over the long term, stocks generate the highest returns of any asset class. That is not to say, however, that there are periods where stocks underperform other asset classes such as cash, bonds or real estate. For long-term investors, the majority...

 I’ve long been a fan of stock screens. They filter a database to identify stocks with specific traits. A value screen may identify stocks trading at low price-earnings (P/E) ratios with above-average levels of return on equity (ROE). A growth screen can find stocks that...

 This week’s Sentiment Survey special question asked AAII members what they thought about Apple Inc. (AAPL) trading at a $1 trillion market capitalization. We received a variety of responses. Approximately 17% of respondents say “good for them” or something similar, while...

 Optimism among individual investors about the short-term direction of the stock market rebounded, but not enough to rise above the historical average. The latest AAII Sentiment Survey also shows a further drop in neutral sentiment and a decline in pessimism. Bullish sentiment,...

 This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Inherited IRA Rules for Spouses, Heirs and Trusts Inherited IRAs have unique traits and do not follow all the same rules as traditional individual retirement accounts and Roth...

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why United States Steel Corp. (X) is his “Sell of the Week” for August 7, 2018, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you...

  One of the current trends within the investment industry is to focus on factors. Also referred to by the monikers “smart beta” and “strategic beta,” factor investing involves buying stocks with certain, quantifiable characteristics. Factors include low valuation,...