THE APril 2014 PASSING COMPANY LISTS AND PERFORMANCE DATA IS NOW AVAILABLE ON-LINE

Posted on April 15, 2014 | Stock Screens

YTD Return of Top Performers: ADR Screen 25.2% — O’Shaughnessy: Tiny Titans 19.7%

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BUY OF THE WEEK 4/15/2014

Posted on April 15, 2014 | Podcast

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why GATX Corp. (GMT) 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




April 2014 AAII MODEL PORTFOLIOS UPDATED

Posted on April 15, 2014 | Model Portfolios

1-Year Returns as of 3/31/14: AAII Fund Portfolio 19.1% — AAII Shadow Stock Portfolio 27.0%

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Upcoming Chapter Meeting: AAII Los Angeles

Posted on April 12, 2014 | Local Chapters


Date: Saturday, April 19, 2014
Topic: Global Value: Spotting Bubbles, Avoiding Crashes, and Big Returns
Speaker: Mebane Faber, Chief Investment Officer, Cambria Investment Management

Investment bubbles and manias have existed within markets throughout human history, but investors can learn to avoid the extreme losses that occur when those bubbles burst. Using the time-tested method of valuing securities with earnings smoothed over many years can be very helpful. We can then create a trading system to build global stock portfolios based on valuation, and find significant outperformance by selecting markets based on relative and absolute valuation. In this presentation, Mebane Faber will explain how to do this.

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Upcoming Chapter Meeting: AAII Washington D.C. Metro

Posted on April 12, 2014 | Local Chapters


Date: Saturday, April 19, 2014
Topic: Managing Your Money During Retirement
Speaker: Maria Crawford Scott, Former Editor, AAII Journal

This presentation discusses the best methods for investing and managing your savings during your retirement years. It focuses on how much you can safely withdraw from your portfolio each year to ensure your nest egg supports you throughout your lifetime, withdrawal rules to help squeeze out more from your portfolio and what kind of asset allocation mix is most appropriate during your retirement.

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March 2014 AAII ASSET ALLOCATION MODELS UPDATED

Posted on April 11, 2014 | Asset Allocation

STOCKS – 1 YEAR

Large-Cap Stocks: 21.65%
Mid-Cap Stocks: 20.71%
Small-Cap Stocks: 25.11%
International Stocks: 17.22%
Emerging Markets Stocks: -2.98%

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STOCK SUPERSTARS ALERT FOR THE WEEK ENDING April 11, 2014

Posted on April 11, 2014 | Stock Superstars Report

This certainly felt like a rough week, and it was for certain stocks. The main explanation seems to be that investors are continuing to rotate out of momentum and growth stocks and moving their money into value stocks.

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DIVIDEND INVESTING ALERT FOR THE WEEK ENDING 4/11/2014

Posted on April 11, 2014 | Dividend Investing

We’re not going to sugarcoat this week’s downward volatility, but we do want to point out that the broader market indexes held up better than the headlines suggest. The S&P 500 index fell 2.7%, the NASDAQ lost about 3.1% and the Dow Jones industrial average gave back 2.4%.

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Upcoming Chapter Meeting: AAII Southwest Florida

Posted on April 10, 2014 | Local Chapters


Date: Thursday, April 17, 2014
Topic: Using Behavioral Finance to Improve Investment Profits
Speaker: Don Cassidy, Founder and President, Retirement Investing Institute

The traditionalist approach to stocks (markets are efficient and rational) has been supplemented by recognizing the crucial human element. Insight into behavioral finance can significantly improve investment and trading results, since it gives a fuller picture of what actually moves the market. This presentation by Don Cassidy will describe key behavioral finance concepts (there’s a lot more than fear and greed!) to help you identify factors penalizing your returns. Specific behavioral finance approaches will show how to measure market sentiment. Cassidy will also include evidence from several charts, as well as some very surprising sources of behavioral finance insight that help with timing entry and exit points.

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AAII WEEKLY FEATURES 4/8/2014

Posted on April 10, 2014 | Weekly Features

Investor-Update

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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