CI Weekly Features: February 16, 2013

Posted on February 16, 2013 | Computerized Investing

Measuring Risk-Adjusted Performance With the Treynor Ratio
Comparing risk-adjusted performance between securities with the beta-based Treynor ratio.

The Top Mutual Fund Screening Services
An in-depth looks at the best software and websites for screening the universe of mutual funds.

Stock Tweets for iOS
Follow the latest information about your stock portfolio and the market.

Gadget Corner – Plantronics BackBeat GO

Featherweight Bluetooth stereo headset for taking calls and listening to audio.

Featured App – Voxer for iOS and Android

Voxer lets you send instant audio, text and photo messages to individuals or groups via your smartphone.

Featured Download – TradeTrakker 2.93

TradeTrakker is a user-friendly program for managing your portfolio.

This Week’s Question

What of the following steps can Apple take to provide shareholders with the highest risk-adjusted return on the company’s excess cash balance?

A) Common stock dividends, including a one-time or a series of special dividends
B) Share repurchases
C) Acquisitions
D) Current capital-investment policy
E) Issuance of preferred stock, as proposed by hedge fund manager David Einhorn

Read more »



DIVIDEND INVESTING ALERT FOR THE WEEK ENDING

Posted on February 15, 2013 | Dividend Investing

We received new data from Ned Davis Research about the impact dividends have on stock returns.

Read more »



STOCK SUPERSTARS ALERT FOR THE WEEK ENDING 2/15/2013

Posted on February 15, 2013 | Stock Superstars Report

Stock Superstars alert for the week ending 2/15/2013 updated.

Read more »



February 2013 AAII Model Portfolios Updated

Posted on February 15, 2013 | Model Portfolios

1-Year Returns as of 1/31/13: AAII Fund Portfolio 15.5% — AAII Shadow Stock Portfolio 30.7%

Read more »



The January 2013 passing company lists and performance data is now available on-line

Posted on February 15, 2013 | Stock Screens

YTD Return of Top Performers: Piotroski: High F-Score 20.7% — O’Shaughnessy: Tiny Titans 15.3%

Read more »



GADGET CORNER – Plantronics BackBeat GO

Posted on February 15, 2013 | Computerized Investing

Featherweight Bluetooth stereo headset for taking calls and listening to audio.

Read more »



Upcoming Chapter Meeting: AAII Denver

Posted on February 14, 2013 | Local Chapters


Date: Thursday, February 21, 2013
Topic: Annuities for Income: It’s the Fit That Counts!
Speaker: Mike Nekoorad, CLU, Mutual of Omaha Investor Services

With interest rates at frustratingly low levels, and with people looking hard for income and safety, one serious choice worth exploring is the world of annuities. There are often strong tax benefits of taking income from an annuity rather than from bonds or stocks. But the various major annuity product structures make the whole area confusing to many. Financial media writers offer quite strong and often differing opinions; the key point is suitability for an individual or couple’s specific circumstances. Just as with stocks or mutual funds, no one size fits all.

Read more »

Check out all AAII local chapters »



Upcoming Chapter Meeting: AAII Milwaukee

Posted on February 14, 2013 | Local Chapters


Date: Thursday, February 21, 2013
Topic: Fiscal Cliff, QE3, Bond Bubble: What’s Really Happening in the Fixed-Income Markets
Speaker: Jeffrey L. Bryden, CFA, President, CIO, JB Investment Management, LLC

There is growing concern among many leading strategists about the propect for bonds based on current record-low interest rates, despite their “flight to safety” appeal. With short-term interest rates near zero and the 10-year Treasury yielding under 2%, moving some funds into stocks with reasonably secure growth outlook and compelling yields has made sense to many investors. What does this mean for your portfolio? Are you taking the right level of risk? Investors need to identify the rate of return they need to achieve their goals and construct a portfolio based on that return objective. Jeffrey Bryden will discuss the fear of a “bond bubble,” QE3 and QE4, and he will put the current environment into perspective.

Read more »

Check out all AAII local chapters »



Upcoming Chapter Meeting: AAII Albuquerque

Posted on February 14, 2013 | Local Chapters


Date: Thursday, February 21, 2013
Topic: Investing in Biotechnology Stocks, ETFs and Mutual Funds
Speaker: Barbara Johnston, CFA, Ph.D., Senior Portfolio Strategist, E.K. Riley Investments

This presentation will focus on general trends affecting the biotechnology and health care fields, both major fields for growth in the next 10 or more years. Johnston will discuss different subsectors within the broader biotech and health care fields and how investment analysts look at individual products and drugs. She will talk about what “events” move biotech stocks, analyze a few specific companies and show you how to get more information on your own.

Read more »

Check out all AAII local chapters »



Upcoming Chapter Meeting: AAII Southwest Florida

Posted on February 14, 2013 | Local Chapters


Date: Thursday, February 21, 2013
Topic: Dynamic Portfolio Construction in the Context of Comprehensive Wealth Management
Speaker: David John Marotta, President, Marotta Wealth Management

Wealth Management is based on the principle that small changes can yield enormous gains over time. We will look at portfolio construction in the context of comprehensive wealth management, and we will see how to integrate aspects of your finances to best meet your life goals.

Read more »

Check out all AAII local chapters »



« Newer EntriesOlder Entries »