AAII Home AAII Blog
Special Question

 Exchange-traded funds (ETFs) are growing in popularity, as they combine thr best characteristics of both stocks and traditional mutual funds into a singular investment vehicle. Generally speaking, four of the key advantages of ETFs over mutual funds are: Tax-Friendly Investing...

Investor Update

 One of the common behavioral biases is anchoring. Anchoring is basing expectations and viewpoints on previous, often recent, information. An example would be the yield on the 10-year Treasury note. The benchmark bond yielded 1.59% today. If it were to rise over the short term...

Special Question

 This week’s Sentiment Survey special question asked AAII members how big of an impact international events are having on their outlook for the U.S. stock market. Nearly two out of three respondents (62%) said that international events are having no or very little impact...

SentimentSurvey

 The proportion of individual investors describing their short-term outlook for stocks as “neutral” is at its highest level in a month, according to the latest AAII Sentiment Survey. Optimism rebounded, while pessimism fell. Bullish sentiment, expectations that...

Digest

 This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Why Aren’t There More Active ETFs? In the multi-trillion-dollar exchange-traded fund (ETF) marketplace, only a fraction is invested in active ETFs. This article discusses the...

Special Question

 As the long-term viability of Social Security is called into question and companies move away from defined-benefit retirement plans toward defined-contribution plans, which places more of a burden on workers, the notion of a secure retirement is no longer a certainty. This...

Investor Update

 One of the fuzzier numbers in retirement planning is how much a person should save. Put another way, how much does an individual need to set aside each year to fund retirement expenses? It’s a function of projected expenditures, sources of other income (e.g., Social Security,...

cover-september2016

 The September 2016 AAII Journal is Now Available Online. Feature Article: The Top ETFs Over Five Years: Health Care Loses Some Ground Six of the 10 top-performing ETFs are from the health care category; homebuilding, consumer staples and bond funds are also on the list. Also...

Asset Allocation

 Exposure to equities reached its highest level in 13 months last month, according to the August AAII Asset Allocation Survey. At the same time, cash allocations fell to their lowest level in more than a year and fixed-income allocations declined modestly. Stock and stock fund...

Special Question

 Last month’s Asset Allocation Survey special question asked AAII members how the current economic environment is effecting their portfolio allocation decisions. More than four out of 10 respondents (42%) said the economy was not influencing their allocation decisions...