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While working on a new presentation about portfolio strategies, it occurred to me that there is an important question I should address: What investments does an individual investor need in their portfolio? Not specific names, but rather what types of investments. It’s a question...

Feature Article » Stock Strategies Stock Market Retreats and Recoveries by Sam Stovall Only six months, on average, have separated the end of one decline and the start of the next one, but recoveries have been quick. AAII InvestoGraphic » Stock Market Volatility by AAII Staff Large-company...

If you haven’t visited AAII.com recently, please take some time today to see what the website offers. Plenty of helpful resources are available at your fingertips to aid you in the investment process. For over 20 years, the AAII Model Shadow Stock Portfolio has reflected the investment...

Two concepts often left out of conversations about investing are opportunity cost and endowment effect. Though different, they do overlap and can have implications for your portfolio. Opportunity cost is what you forfeit by taking a certain course of action, even if the action is...

Feature: Portfolio Strategies » Solving the Problem of Retirement by Paul Merriman Retirement places potentially unlimited demands on finite savings, but there are three actions investors can take to mitigate the problem. Stock Strategies » Three Value-Investing Benchmarks by...

As was widely expected, the Federal Open Market Committee raised interest rates by a quarter point (0.25%). Whenever there is action by the Federal Reserve, bond experts are often turned to for their views on navigating the credit markets. Their insights clearly reflect active...

There is a constant stream of new academic research about investing. Some of the papers attempt to explain the key drivers of returns. Some are more focused on investor behavior. Many papers are focused on realizing higher returns (“delivering alpha”). For an investor seeking...

A year ago, I began including doodles with my weekly commentary. The first one was a sketch discussing the impact of changes in earnings forecasts on stock prices. The purpose was to visually highlight and graphically explain one of the points I was making. Being a writer who...

One of the most common questions many of us in the investment community are asked can be paraphrased as “is now a good time to invest in stocks?” The answer to this question consists of two parts. The first is a clarifying question: “When will you need the money?” The...

Feature Article: Downward Estimate Revisions Screen Tops Unconventional Year Bucking its historical trend during a year marked by unusual events, Estimates Revisions Lowest 30 Down was the top-performing AAII screen of 2016.   In This Issue: Stock Strategies: Deep Value Investing...