AAII Home AAII Blog

In rock ’n’ roll, turning up the volume is not only welcome, but is often outright called for. While headbangers may want the volume cranked up, investors may prefer to have the volume set on low instead. High volume signifies a large amount of interest among investors. Interest...

The percentage of individual investors describing their six-month outlook for stocks as “neutral” is at a five-week low. The latest AAII Sentiment Survey also shows increases in both optimism and pessimism. Bullish sentiment, expectations that stock prices will rise over the...

As I write this, the full Senate is considering the Tax Cuts and Jobs Act (TCJA). One provision in the Senate’s version of the TCJA impacts the treatment of capital gains. Specifically, the provision would eliminate your ability to specify which lot you sold if you purchased shares...

The latest AAII Sentiment Survey shows the percentage breakdowns of individual investors’ expectations for the short-term direction of stock prices being close to average. Bullish sentiment, neutral sentiment and bearish sentiment are all within a few percentage points of their...

In his TED Talk, David Steindl-Rast makes the case for happiness being directly tied to gratitude. The monk and interfaith scholar says people who are more grateful tend to also be happier people. I’m referring to it not only because it is a great talk (to be fair, I’m a fan...

I spent yesterday at Schwab’s IMPACT Conference. The annual conference is oriented toward independent financial advisers. Nearly 5,000 people attended this year’s conference. I’ll share some of my notes at the end of this week’s commentary, but first I want to focus on a...

Pessimism among individual investors jumped to a two-month high in the latest AAII Sentiment Survey. Neutral sentiment also rose, while optimism fell. Bullish sentiment, expectations that stock prices will rise over the next six months, plunged 15.8 percentage points to 29.3%. Optimism...

Pessimism about the short-term direction of the stock market among individual investors is at its lowest level since mid-September. The latest AAII Sentiment Survey also shows a rebound in neutral sentiment. Bullish sentiment, expectations that stock prices will rise over the next...

Optimism among individual investors about the short-term direction of stock prices rose to its second-highest level of the year in the latest AAII Sentiment Survey. The rise occurred as both neutral and bearish sentiment fell. Bullish sentiment, expectations that stock prices will...

A few weeks ago, I offered a list of what assets an individual investor needs to hold in their portfolio. Second in order of importance on my list—behind stocks, bonds and cash—were REITs (real estate investment trusts). These real estate investments offer a dual benefit of...