Inve$tWare Quality Growth Screen

Posted on August 11, 2014 | Stock Screens

A screen that employs the NAIC’s Stock Selection Guide in order to develop a growth screen which seeks out reasonably priced stocks of “good quality” companies that merit further investigation.

See the results and passing companies »

Volatile Trends Trip Markets

Posted on August 9, 2014 | Stock Superstars Report

The August SSR Monthly Report is now available at the SSR website. There is one new portfolio deletion and one new portfolio addition to announce.

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Mergers and Speculators, Plus the August Monthly Report

Posted on August 9, 2014 | Dividend Investing

We’re more concerned with fundamental factors such as dividends and cash flow than day-to-day price changes. In the August Monthly Report, which is now online, we give you some updated insight into how companies have been spending their cash. We also give you more insight into the cash flow statement.

What you won’t find are any portfolio changes. We simply could not find a quality company trading at an attractive enough valuation to warrant making a change.

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Posted on August 8, 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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Generating Statistical Summary and Sector/Industry Reports

Posted on August 8, 2014 | Stock Investor Pro

Last month, we showed how to use Stock Investor Pro to create portfolios that are unique lists of stocks. Portfolios can be generated from existing screens or by manually selecting companies. In this month’s Stock Investor News, we discuss how you can generate reports to gain valuable insights into the companies as a group. We take you through the basic process of how to run the statistical summary, sector and industry reports on a defined group of stocks.

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August Is More Grumpy Cat than Ferocious Lion

Posted on August 8, 2014 | Investor Update

Judging by the 70-degree weather we’ve been having in here in Chicago, it’s hard to believe that August is starting tomorrow. But the calendar does not lie. For summer enthusiasts living in northern climates, the month represents the last chance to enjoy long hours of daylight and wear shorts outside. For investors, August has a different connotation.

August was the best month of the year for stocks during the first half of the 20th century. Mark Hulbert published a column on MarketWatch saying the month remains one of the better ones when the entire history of the Dow is considered. Using data from 1896 through 2013, Hulbert calculates an average August return of 1.13% for the Dow. This is the fourth-highest return of any month. Jeff Hirsch at the Stock Trader’s Almanac says that August’s performance is a tale of two long periods. While August was a great month between 1901 and 1951, it hasn’t been since. The Dow has experienced an average decline of -0.1% since 1950. The negative return makes August the fourth-worst-performing month.

Note the size of the decline: -0.1%. It’s not anywhere close to being big enough to justify the transaction and tax costs you could incur from pulling out of the market. In fact, most daily fluctuations in the Dow are larger. The danger, of course, is incurring a decline of greater than 0.1%. Big drops have occurred in August before. A combination of events, including the Long-Term Capital Management implosion, led to a 15.1% drop in 1998. Saddam Hussein triggered a 10% slide in 1990 when he invaded Kuwait. More recently, the sovereign debt crisis in Europe led to a 4.4% slide in 2011.

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Online Discount Brokers

Posted on August 8, 2014 | Investing

As a member of AAII and reader of Computerized Investing, chances are that you perform a significant amount of investing on your own. Though individual investors still call full-service brokers to place trades, many have now switched to fully using online discount brokerages. These online brokers have a number of advantages over “traditional” brokers, such as cost and convenience, and they are constantly evolving and improving. Most online discount brokerages charge $10 or less per trade, but there are some online deep discount brokerages that charge just a few dollars per trade.

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Lifetime Investment Strategy

Posted on August 8, 2014 | Financial Planning

While individuals invest more money in Treasury bills, bank accounts, bonds and real estate than in equities, there has always been a mystique and allure about the stock market. To many investors, it offers an irresistible challenge. While the historical returns are high, the volatility of the stock market creates risk.

Sometimes, this risk makes itself very apparent; other times it is more subtle. However, some risk is always present because it is the reason for the higher returns. Those who wish to earn more than the Treasury bill rate must assume risk. This booklet is designed to help you understand risk and its relationship to return. It will also provide guidelines for the long-term successful management of your stock portfolio.

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SigFig for Android and IOS

Posted on August 8, 2014 | Computerized Investing

SigFig (short for Significant Figures) is an excellent way to manage your investments without being overwhelmed with information. The app allows users to sync their investment accounts and track stocks, funds, 401(k)s and IRAs in real-time. An attractive and easy-to-use dashboard displays all of your account balances in one secure location. Simply put, SigFig allows people to serve as their own financial advisers. Users can view charts to review performance, allocation, risk and more. News and price charts for each stock holding are also provided in a clear and easy-to-read manner.

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The Ins and Outs of Bond Yield

Posted on August 8, 2014 | Classroom

The difference between yield and total return for a bond, and how they are calculated.

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