Sell OF THE WEEK 1/22/2014

Posted on January 22, 2014 | Podcast

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Darden Restaurants, Inc. (DRI) is his “Sell of the Week” on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need to lead the MoneyLife.

Audio url: Sell of the week



Building an All-ETF Subset From the Model Fund Portfolio

Posted on January 21, 2014 | AAII Journal

Over the past three months the stock market has continued its upward climb despite the dangers on the horizon.

The Model Fund Portfolio is up 17.4% year-to-date but lags the S&P 500 index as measured by Vanguard 500 Index fund (VFINX), which is up 19.7%. As we mentioned previously, the lower return is largely due to our two holdings that provide diversification—Fidelity Capital & Income fund (FAGIX) and Vanguard REIT Index ETF (VNQ).

Figure 1 and Table 2 show performance figures over the long term for the portfolio, the index comparison and the Conservative Portfolio, which is 75% Model Fund Portfolio and 25% iShares Barclays 1-3 Year Treasury ETF (SHY).

Table 1 shows the current holdings for the Model Fund Portfolio. There are no portfolio changes at this time.

Our change from WisdomTree Emerging Markets SmallCap Dividend ETF (DGS) to iShares MSCI Frontier 100 ETF (FM) proved timely but the area of frontier markets is still new. We will feel more confident when there are longer-term results. We particularly would like to see how frontier markets perform in a down market.

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BUY OF THE WEEK 1/21/2014

Posted on January 21, 2014 | Podcast

AAII Journal Editor Charles Rotblut Editor explains to Chuck Jaffe of MarketWatch why Southern Company (SO) is his “Buy of the Week” on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you the information you need to lead the MoneyLife.

Audio url: Buy of the week



AAII WEEKLY FEATURES 1/21/2014

Posted on January 21, 2014 | Weekly Features

This week’s AAII Weekly Features has been updated.
View this week’s Top AAII Articles, Featured Stock Screen and Member Question.

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Upcoming Chapter Meeting: AAII Austin

Posted on January 20, 2014 | Local Chapters


Date: Monday, January 27, 2014
Topic: Improving Your Odds of Investment Success
Speaker: Derek James Hoggett, Co-Founder and CIO, Investa Asset Management LLC

Thirty years of active investment management has produced methods to understand the misconceptions and myths about investing. As experienced mathematicians, Derek Hoggett and Mike Pore can cut through the hype to show the real numbers that can show actual performance. They will both explain what rules have worked in the past and are likely to work in the future. The presentation will provide extensive background and research information designed to improve your success.

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Upcoming Chapter Meeting: AAII Chicago

Posted on January 18, 2014 | Local Chapters


Date: Saturday, January 25, 2014
Topic: The Hidden Investment Genius of John Maynard Keynes
Speaker: John F. Wasik, Financial Columnist, Reuters, and Author of “Keynes’ Way to Wealth”

Warren Buffett, George Soros, David Swenson. What do these investment savants all have in common? They were inspired by the investment success of the great economist John Maynard Keynes. Yes, that Keynes. Few investors know how Keynes endured some of the worst markets in history to pioneer some key techniques in value and behavioral investing. Based on the research for his new book “Keynes’ Way to Wealth,” the author John F. Wasik will distill some of the most profound investment insights that the economist developed.

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Upcoming Chapter Meeting: AAII Orange County

Posted on January 18, 2014 | Local Chapters


Date: Saturday, January 25, 2014
Topic: What Do Financial Markets Know That Economists Are Not Telling Us?
Speaker: Jonathan Lansner, Business Columnist, Orange County Register

There has been a significant increase in the U.S. equity market in 2013 with the Dow passing 16000 and the S&P rising over 1800. However, inflation-adjusted raises and spending have not kept up with these market increases. In this presentation, Jonathan Lansner will discuss the disparity in these events along with other topics current to the market environment.

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DIVIDEND INVESTING ALERT FOR THE WEEK ENDING 1/17/2014

Posted on January 17, 2014 | Dividend Investing

One strategy of investing calls for identifying key catalysts of future growth and selecting the stocks best poised to benefit. It sounds appealing, especially when you consider the gains in companies that were able to take advantage of new industries or significant shifts in existing industries. Plus, hindsight often makes it seems like you should have been able to identify the change if you only been paying closer attention.

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Retirement Withdrawals: Can You Base Them on RMDs?

Posted on January 17, 2014 | AAII Journal

The IRS’s required minimum distributions are easy to follow and with a little modification can set the basis for a more optimal withdrawal strategy.

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Lump Sum or Annuity: Which Should You Choose at Retirement?

Posted on January 16, 2014 | AAII Journal

An annuity is attractive if you expect to live beyond normal life expectancy, but a lump sum may be better if you have other sources of income.

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