AAII Survey: How Many Brokerage Accounts Do You Have and Why?

 

 If you want to buy and sell individual stocks and other investments, you pretty much need to have at least one brokerage account. However, one question many investors ask is whether they need or should have more than one brokerage account. Diversification is an important investment concept—spreading your money across different investment types, styles, etc….

How to Invest Differently Than a Mutual Fund

 

  Conventional wisdom holds that buying index (“passive”) mutual funds and exchange-traded funds (ETFs) is an effective way to beat actively managed funds. Index funds tracking broad-based indexes are difficult to beat over extended periods because of their low costs. For many investors, they are a good option but are not the only way to…

Half of Investors Skeptical of Recent Rebound in Stock Prices

 

 This week’s Sentiment Survey special question asked AAII members to share their thoughts about the recent rebound in stock prices. Nearly half (47%) of all respondents are unsure about whether it is sustainable. Many think downside volatility could return, earnings have peaked or other negative factors could play a role. A few mention the ongoing…

AAII Sentiment Survey: Neutral Sentiment Nears a Six-Month High

 

 The percentage of individual investors who describe their short-term outlook for stocks as “neutral” is at its highest level in nearly six months. The latest AAII Sentiment Survey also shows a drop in optimism and a slight decrease in pessimism. Bullish sentiment, expectations that stock prices will rise over the next six months, fell by…

James O’Shaughnessy’s Tiny Titans Stand Tall in 2018

 

 Mighty Minis: Tiny Titans Stand Tall in 2018 Our annual recap of the AAII Stock Ideas almost had a repeat of last year’s “worst to first” turnaround. This year’s top-performing AAII screening strategy ranked near the bottom in 2017. We also discuss some important and useful changes we have made to the Stock Ideas section…

MoneyLife Radio Buy of the Week: O’Reilly Automotive Inc. (ORLY)

 

 AAII Journal Editor Charles Rotblut explains to Chuck Jaffe why O’Reilly Automotive Inc. (ORLY)  is his “Buy of the Week” for January 29, 2019, 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:…

John Bogle’s Contributions to AAII

 

 In addition to launching Vanguard and driving down fund fee costs, John Bogle was very active in trying to educate investors on how to better manage his portfolios. Bogle shared his insights directly with AAII members through both articles and videos, including his acceptance of the 2015 Cloonan Award for Excellence in Investor Education. Here…

The Secrets of Picking Great Growth Stocks

 

 Why is it that bright, educated people who come across stocks that could make them wealthy for life, so frequently fail to capitalize on golden opportunities—not enough brains or education? No, not even close. Two things are responsible: Beating ourselves, and a lack of knowledge. Beating ourselves is mainly emotions, meaning too much fear or…

AAII Survey: Premarital Financial Discussions

 

 My housemate loves watching reality television, which means I get to watch a lot of reality programming. Her favorites include, and please don’t judge, The Bachelor, The Bachelorette and Married at First Sight. As a finance guy, some of the more interesting conversations that happen on these shows are usually the most awkward: the financial…

AAII Members Share Their Memories of John Bogle

 

  Last week, in addition to sharing a few of my personal thoughts about John Bogle, I asked those of you who either met or were otherwise influenced by Bogle to share your remembrances. We received many responses with praises and personal experiences. (Thank you. If you have remembrances of Bogle you’d like to share, let us…