Upcoming Chapter Meeting: AAII Florida West Coast

Posted on February 5, 2013 | Local Chapters


Date: Tuesday, February 12, 2013
Topic: Finding a Stock Winner: First Step Screening
Speaker: John Bajkowski, President, AAII

While successful money managers may differ in their investing philosophy, a disciplined approach to selecting and pruning investments is a common characteristic. John Bajkowski, president of AAII, will show how computerized stock screening systems can be used to reduce a large universe of stocks into a manageable group of prospects that match your investment style. He will walk through the process of developing and implementing both a value and a growth screen and highlight which screening filters work and those that do not help to select winning stocks. He will also discuss some specific screens along with what is available at the AAII website.

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January AAII Asset Allocation Survey: Equity Allocations Rise to Highest Level since July 2011

Posted on February 4, 2013 | AAII Survey

Individual investors boosted their equity allocations last month to nearly an 18-month high, according to the January AAII Asset Allocation Survey.

AAII members allocated 61.4% of their portfolios to stocks and stock funds last month, an increase of 2.8 percentage points. This is the highest equity allocations have been since July 2011. The historical average is 60%.

Fixed-income allocations declined 0.6 percentage points to 20.2%. This is a six-month low and the fourth consecutive monthly drop. Even with the decrease, fixed-income allocations remained above their historical average of 16% for the 43rd consecutive month.

Cash allocations dropped 2.2 percentage points to 18.4%. This is a four-month low. Cash allocations have been below their historical average of 24% for 14 consecutive months.

The increased allocation to stocks and stock funds is not surprising. January was a strong month for the stock market and optimism among individual investors about the short-term direction of stock prices has improved. Clarity about the tax rates, the avoidance of the fiscal cliff and continued economic growth also helped. Many of our members follow long-term allocation strategies and the modest changes in the allocation percentages reflect this.

January AAII Asset Allocation Survey results:

  • Stocks Total: 61.4%, up 2.8 percentage points
  • Bonds Total: 20.2%, down 0.6 percentage points
  • Cash: 18.4%, down 2.2 percentage points
January AAII Asset Allocation Survey details
  • Stock Funds: 32.4%, up 4.4 percentage points
  • Stocks: 29.0%, down 1.7 percentage points
  • Bond Funds: 16.0%, down 0.3 percentage points
  • Bonds: 4.2%, down 0.3 percentage points
Historical Averages:
  • Stocks/Stock Funds: 60%
  • Bonds/Bond Funds: 16%
  • Cash: 24%
The AAII Asset Allocation Survey has been conducted monthly since November 1987 and asks AAII members what percentage of their portfolios are allocated to stocks, stock funds, bonds, bond funds and cash. The survey and its results are available online at: http://www.aaii.com/investor-surveys.


Featured App and Reader Survey

Posted on February 4, 2013 | Computerized Investing

Debt Free App for Android – Debt Free App for Android is an app for determining the best debt solution.

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This Week’s Question

If the content was useful and/or interesting, would you continue to subscribe to a publication if it shifted from hard copy (paper) to digital-only (online, e-pub, etc.)?

A) Yes, I would continue subscribing to the digital-only version
B) No, I prefer hard copies and would not continue to subscribe to a digital-only publication

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AAII Model Portfolios

Posted on February 4, 2013 | Computerized Investing

A look at what you might be missing in AAII’s Model Portfolios area online and how to keep up-to-date on changes.

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CI Download of the Week

Posted on February 4, 2013 | Computerized Investing

SimpleD Budget – SimpleD Budget is a personal finance application that helps users track expenses and budget their income accordingly.

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CI Weekly Features: January 26, 2013

Posted on February 2, 2013 | Computerized Investing

AAII Model Portfolios
A look at what you might be missing in AAII’s Model Portfolios area online and how to keep up-to-date on changes.

The Truth About Mortgage
The Truth About Mortgage is an online blog run by Colin Robertson, a former account executive with a wholesale mortgage lender, that provides the public with valuable mortgage advice.

Value Investing Spreadsheet
A simple method to help you invest periodically.

Gadget Corner – iBattz Mojo Hi5 Power Bank Case for iPhone 5

A snap-on battery case for iPhone 5.

Featured App – Debt Free App for Android

Debt Free App for Android is an app for determining the best debt solution.

Featured Download – SimpleD Budget

SimpleD Budget is a personal finance application that helps users track expenses and budget their income accordingly.

This Week’s Question

If the content was useful and/or interesting, would you continue to subscribe to a publication if it shifted from hard copy (paper) to digital-only (online, e-pub, etc.)?

A) Yes, I would continue subscribing to the digital-only version
B) No, I prefer hard copies and would not continue to subscribe to a digital-only publication

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Upcoming Chapter Meeting: AAII Phoenix

Posted on February 2, 2013 | Local Chapters


Date: Saturday, February 9, 2013
Topic: Profit from a Rapidly Changing World in 2013
Speaker: Robert Hsu, President, Absolute Return Capital Advisors LLC

Saddled with aging population and heavy entitlements, Europe sinks into recession as socialist leaders take control in France and the U.K. Here in America, a demographic crisis is also brewing, as 70 million baby boomers gradually enter retirement age in the coming years. As growth slows, much of the world counted on emerging markets such as China and India to be growth engines for the global economy, but both economies are also slowing down. In a zero-interest rate environment, how can investors generate enough returns to retire? International money manager Robert Hsu will share his strategies that earned solid double-digit average annual returns by profiting from major global trends that will continue in 2013.

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Upcoming Chapter Meeting: AAII Research Triangle

Posted on February 2, 2013 | Local Chapters


Date: Saturday, February 9, 2013
Topic: Debunking the 4% Rule
Speaker: Raul Elizalde, President, Path Financial LLC

The 4% rule states that you can safely withdraw 4% of your retirement portfolio and expect that it will last through retirement. William F. Sharpe, a Nobel Prize winner in economics, called it the “most endorsed, publicized and parroted piece of advice that a retiree is likely to hear.” Elizalde will explore this rule in depth and see whether it offers good guidance during retirement.

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Upcoming Chapter Meeting: AAII Silicon Valley

Posted on February 2, 2013 | Local Chapters


Date: Saturday, February 9, 2013
Topic: The Road Ahead: Good, Bad or Ugly?
Speaker: Kevin Gahagan, CIMA, CFP, Principal, Senior Adviser, Mosaic Financial Partners

Though the fiscal cliff has been averted, it is clear that there will be more far-reaching issues to be addressed in the months ahead. We continue to have political gridlock in the U.S., a weak global economy and debt problems in the U.S. and countries across the globe. Despite the array of challenges confronting us, our speaker, Kevin Gahagan, advocates maintaining one’s investment discipline—but also having a discipline to maintain. Gahagan will discuss the implications of portfolio structure and strategy in a variety of economic and interest rate environments. He’ll also comment on the research on investor behavior and discuss strategies for combating the biases that inevitably influence our investment decisions.

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Upcoming Chapter Meeting: AAII Charlotte

Posted on February 2, 2013 | Local Chapters


Date: Saturday, February 9, 2013
Topic: 2013 Economic Scenarios: Can the U.S. Economy Muddle Through?
Speaker: Dennis Stearns, CFP, President, Stearns Financial Services Group

Dennis Stearns, a multi-award-winning financial adviser, will discuss economic scenarios in 2013 and beyond. Dennis will discuss various investment strategies that may be best for different scenarios. He will provide updates on Stearns Financial’s Super Trend research that has been featured in many think tanks, national magazines and financial publications. You may be surprised how many of today’s economic headlines are being impacted more by the super trends than by government monetary and fiscal policies.

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