This week’s AAII Weekly Features highlight these valuable AAII articles:
- Increasing Retirement Withdrawal Rates Through Asset Allocation: The optimal equity allocation depends on market valuations, though a fixed 60% stock/40% Treasury bill allocation works well overall.
- The Individual Investor’s Guide to the Top Mutual Funds 2016: AAII’s annual mutual fund guide provides information and performance statistics on more than 730 funds.
- How to Analyze Financial Companies: The manager of the T. Rowe Price Financial Services fund explains how the analysis of banks, insurance companies and investment banking firms differs from companies in other sectors.
- Building a Balanced Portfolio: An Unconventional Allocation: A four-asset-class portfolio weighted by volatility performs as well as a traditional 60/40 portfolio, but with less volatility.
The featured AAII stock screen this week is the Foolish Small Cap 8 approach.
Our Member Question for this week is:
Which class of investment decision-makers is the most vulnerable to behavioral biases?