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Determining how much to allocate to each of your investments can seem a tall order. But with an understanding of how factors such as position size, number of holdings, and rebalancing contribute to the success of your portfolio, the decision becomes clearer. Position Size The influence...

sell

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Valeant Pharmaceuticals International (VRX) is his “Sell of the Week” for March 23, 2016, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial...

Weekly Features

This week’s AAII Weekly Features highlight these valuable AAII articles: Protecting Against Price Drops: Puts Versus Stop Orders: Put options limit the amount of potential downside, while stop orders (though costless) do not ensure a minimum price. Selecting Active Equity Mutual...

buy

AAII Journal Editor Charles Rotblut explains to Chuck Jaffe of MarketWatch why Thor Industries (THO) is his “Buy of the Week” for March 22, 2016, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter to bring you...

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This article originally appeared in the October 2013 issue of the AAII Journal. There are many complex rules governing Social Security benefits. However, four key points can help you make an informed decision about when to claim benefits. To simplify the discussion, several assumptions...

Bonds

This article originally appeared in the October 2013 issue of the AAII Journal. Interested in the benefits that individual bonds can offer, but not ready for the complications? The hybrid defined-maturity bond funds are one alternative. What are they and what do you need to know...

Investor Update

There are three certainties in life: death, taxes and me wearing green on St. Patrick’s Day. I have a green shirt on today. Taxes are due a month from now; April 18 for most people. (If you haven’t started working on your return yet, our tax guide can help.) As far as the other...

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Would you rather purchase ground beef that contains 15% fat or that is 85% lean? Of course they are the same, but for most people, 85% lean ground beef sounds more attractive. That is why packages of ground beef or hamburger patties are presented or “framed” to emphasize the...

Special Question

This week’s Sentiment Survey special question asked AAII members what type of impact they perceive monetary policy to be having on the stock market. More than one out of three respondents (37%) said that the Federal Reserve is having a negative impact. Several (12% of all respondents)...

SentimentSurvey

The percentage of individual investors describing their short-term outlook for stock prices as neutral jumped to its highest level of the year, according to the latest AAII Sentiment Survey. Optimism plunged, while pessimism rose for the first time in five weeks. Bullish sentiment,...