CI Download of the Week

Posted on February 13, 2013 | Computerized Investing

Workflow Designer – Workflow Designer is a professional tool for creating and mapping workflow procedure charts.



Upcoming Chapter Meeting: AAII Central Florida

Posted on February 13, 2013 | Local Chapters


Date: Wednesday, February 20, 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. Marotta will describe 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.

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Upcoming Chapter Meeting: AAII Southeast Florida

Posted on February 12, 2013 | Local Chapters


Date: Tuesday, February 19, 2013 and Wednesday, February 20, 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. Discussion will include tax management and estate planning as part of your overall financial situation.

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Check out all AAII local chapters »



Upcoming Chapter Meeting: AAII Chicago

Posted on February 11, 2013 | Local Chapters


Date: Saturday, February 16, 2013
Topic: How to Translate Market Inefficiencies Into Effective Investment Strategies
Speaker: Mitch Zacks, Vice President & Senior Portfolio Manager, Zacks Investment Management, Inc.

It is generally a given that there are no free lunches on Wall Street. With investors constantly on the hunt for extra performance, there should be no easy way to beat the market. Nonetheless, there are certain anomalies that exist in the stock market. Mitch Zacks will share his philosophy of exploiting certain investment occurrences to generate above-average stock market performance.

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Upcoming Chapter Meeting: AAII Washington D.C. Metro

Posted on February 9, 2013 | Local Chapters


Date: Saturday, February 16, 2013
Topic: Managing Portfolio Risk Using Asset Allocation Strategies
Speaker: Bob Pugh, CFA, CFP, President, Founder, Insight Wealth Management, Inc.

Investors should focus more on managing risk than on chasing return. This presentation will discuss asset allocation as an inexpensive technique to manage investment and market risk in your portfolio, and to seek as much return as possible given your risk tolerance. Market timing is unreliable and derivatives are expensive and complex. Asset allocation tailored to the investor’s risk tolerance provides a tool that allows investors to survive market downturns and profit from growth.

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CI Weekly Features: February 9, 2013

Posted on February 9, 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 – STM Axis & Blazer Laptop Sleeves

Stylish yet functional laptop sleeves in a variety of sizes.

Sitelight – ETFDailyNews.com

ETFDailyNews.com is a website that provides users one source for daily headlines and information on exchange-traded funds (ETFs).

Featured Download – Workflow Designer

Workflow Designer is a professional tool for creating and mapping workflow procedure charts.

This Week’s Question

Are you planning on buying the new BlackBerry Z10 smartphone?

A) Yes
B) No

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DIVIDEND INVESTING ALERT FOR THE WEEK ENDING 2/08/2013

Posted on February 8, 2013 | Dividend Investing

We have new transactions to announce.

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STOCK SUPERSTARS ALERT FOR THE WEEK ENDING 2/8/2013

Posted on February 8, 2013 | Stock Superstars Report

Stock Superstars alert for the week ending 2/8/2013 updated.

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Is Now the Time to Buy Stocks?

Posted on February 7, 2013 | Investor Update

January was the market’s best start to a New Year since 1997. The S&P 500 realized a total return (price appreciation and dividend income) of 5.2%. Had many companies not paid their traditional first-quarter dividend payments in December, the return would have been even higher.

Given this performance, should you buy stocks now?

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AAII Sentiment Survey: Optimism Declines, But Stays Above Average

Posted on February 7, 2013 | AAII Survey

Optimism dropped for the second consecutive week, though still stayed above its historical average, in the latest AAII Sentiment Survey. Pessimism, meanwhile, rose to a five-week high.

Bullish sentiment, expectations that stock prices will rise over the next six months, fell 5.3 percentage points to 42.8%. This is a five-week low. Even with the decline, bullish sentiment is above its historical average of 39% for the fifth consecutive week and the 10th out of the last 11 weeks.

Neutral sentiment, expectations that stock prices will stay essentially unchanged over the next six months, is unchanged at 27.7%. This is the 17th consecutive week and the 19th time in 21 weeks that neutral sentiment is below its historical average of 30.5%.

Bearish sentiment, expectations that stock prices will fall over the next six months, rose 5.3 percentage points to 29.6%. The increase puts pessimism at a five-week high. Nonetheless, bearish sentiment is below its historical average of 30.5% for the eighth time in nine weeks.

Since setting a two-year high of 52.3% two weeks ago, bullish sentiment has fallen by a cumulative 9.5 percentage points. The decline reflects both a concern that stock prices may have risen too much since last November and a reversion to the mean in the survey’s results. Many AAII members are still optimistic, however, thanks to a combination of the ongoing rise in stock prices, discussions within Congress to avert sequestration, continued economic growth and better-than-forecast fourth-quarter earnings. Seasonality is also contributing to individual investors’ optimistic moods.

This week’s special question asked AAII members how they viewed the current valuation of stock prices. An equal number of respondents said that stocks are either fairly valued or overvalued. Only a small group of respondents (less than 10%) think stocks are undervalued. Some members described the market as being overbought, while others thought valuations are slightly high, but not necessarily overvalued.

Here is a sampling of the responses:

  • “Stocks are not cheap, and they are not expensive.”
  • “Stocks are fairly valued, but we are due for a pullback of at least 5%.”
  • “Overvalued and over-hyped. Stock values are inflated relative to earnings.”
  • “Overvalued in many cases.”
  • “Fairly valued, but I’m uncomfortable with the positive attitude toward stocks at this time.”
This week’s AAII Sentiment Survey results:
  • Bullish: 42.8%, down 5.3 percentage points
  • Neutral: 27.7%, unchanged
  • Bearish: 29.6%, up 5.3 percentage points
Historical averages:
  • Bullish: 39.0%
  • Neutral: 30.6%
  • Bearish: 30.6%
The AAII Sentiment Survey has been conducted weekly since July 1987 and asks AAII members whether they think stock prices will rise, remain essentially flat, or fall over the next six months. The survey period runs from Thursday (12:01 a.m.) to Wednesday (11:59 p.m.) The survey and its results are available online at: http://www.aaii.com/sentimentsurvey 

Charles Rotblut. CFA is a Vice President with the American Association of Individual Investors and editor of the AAII Journal.



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