Washington Politics Influencing Market Outlook for Nearly a Third of Investors

 

 This week’s Sentiment Survey special question asked AAII members what factors are most influencing their six-month outlook for stocks. Washington politics—including President Donald Trump and the midterm election results—are cited by 30% of respondents. Tariffs, particularly the ongoing trade war with China, are listed by 16% of all respondents. Nearly 13% say corporate earnings while…

AAII Sentiment Survey: Pessimism Extends Streak of Above-Average Readings

 

 Pessimism among individual investors about the short-term direction of the stock market rose, extending its streak of above-average readings. The latest AAII Sentiment Survey also shows a drop in optimism and higher neutral sentiment. Bullish sentiment, expectations that stock prices will rise over the next six months, pulled back by 6.2 percentage points to 35.1%….

Diverging Opinions on Active Management

 

 Time in the Market Influences Millennials’ Investing Attitudes Millennial investors have often been described as being overly conservative with their portfolio allocations. New research backs up that assertion, as there is a small, but significantly sized, group that is far underweighted in equities. Observations From Decades of Tracking Investment Newsletters There is often little persistence…

MoneyLife Radio Buy of the Week: Deckers Outdoor Corp. (DECK)

 

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why Deckers Outdoor Corp. (DECK) is his “Buy of the Week” for November 13, 2018, 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…

AAII Survey: Biggest Takeaways From October’s Spooky Ride

 

  As of the end of September, the S&P 500 had posted a total return of 10.6%, already more than the annual historical average of 10.2% from 1926 through 2017, according to Ibbotson Associates/Morningstar. So perhaps what happened in October shouldn’t have come as much of a surprise. However, after relatively smooth sailing for the…

The Next Generation of Socially Responsible Investing

 

 It is getting easier for investors to incorporate their personal values into their portfolios and to do so in a diversified, low-cost and tax-efficient manner. This approach, traditionally known as socially responsible investing, is increasingly being referred to as environmental, social and governance investing—or by its acronym, ESG investing. As its name suggests, ESG investing…

AAII Sentiment Survey: Optimism Rebounds Back Above Historical Average

 

 Optimism among individual investors about the short-term direction of stock prices is above average for just the second time in nine weeks. The latest AAII Sentiment Survey also shows slightly lower neutral sentiment and pessimism holding above its historical average despite a decline. Bullish sentiment, expectations that stock prices will rise over the next six…

A Closer Look at the Level3 Passive Portfolio’s ETFs

 

 Investment Knowledge and Age Associated With ETF Ownership Owners of exchange-traded funds (ETFs) tend to have higher levels of financial knowledge than do investors who do not own ETFs. ETF holders also tend to be younger in age. Notably, a focus on expense ratios does not play a significant role in defining who owns ETFs….