AAII Survey: Would You Invest $10,000 in the Stock Market Right Now?

It seems that the U.S. stock market has moved passed December’s abysmal performance, at least for now. Nearly half-way through January, the iShares Dow Jones U.S. ETF (IYY) is up nearly 11% from its Christmas Eve low. In fact, through the close on January 9, the Dow Jones industrial average and S&P 500 index had logged their…

 

Do the Top ETFs Continue to Outperform?

In observation of the Christmas and New Year holidays, the next two Weekly Digest emails will go out on Wednesday, December 26, 2018, and Wednesday, January 2, 2019. Happy holidays! The Top Mutual Funds Over Five Years: Tech Takeover Technology funds lead this year’s list of the top funds, though two non-sector funds are also…

 

An Inside Look at ETFs

Exchange-traded funds (ETFs) have been one of the most successful financial innovations in recent years. Since the introduction of ETFs in the early 1990s, demand for these funds has grown markedly in the United States, as both institutional and individual investors have increasingly found their features appealing. In the past decade alone, total net assets of ETFs…

 

Major Enhancements to Online ETF Guide

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. The exchange-traded fund industry is continuing to experience strong growth, with assets under management (AUM) up 30% from 12 months ago. With…

 

The August 2017 AAII Journal is Now Available Online

  Feature Article: Exchange Traded Funds » The Individual Investor’s Guide to Exchange-Traded Funds 2017 Detailed return information and data on more than 500 exchange-traded products, including an overview of the ETF industry. Exchange-Traded Funds » The Four Groups of ETFs by Elisabeth Kashner Viewing ETFs as being vanilla, active, strategic or idiosyncratic makes it…

 

What Every Investor Should Know About Mutual Funds

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Tracking the S&P 500 With Mutual Funds and ETFs There are more than 40 mutual funds and exchange-traded funds (ETFs) widely available to investors that explicitly list the S&P 500 in their name. These funds track the large-cap index or follow a strategy based…

 

Are ETFs “Weapons of Mass Destruction”?

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   A Worksheet Approach to Selecting a Financial Planner Most individuals interview potential financial advisers before making a final selection to help them determine whether they are making the right choice. But what questions should you ask? The purpose of this article is to give…

 

Are ETFs “Weapons of Mass Destruction”?

A Bloomberg article quoted a money manager as saying that exchange-traded funds (ETFs) are “‘weapons of mass destruction’ that have distorted stock prices and created the potential for a market selloff.” According to the managers of the FPA Capital Fund (FPPTX), ETFs (and index funds) allow investors to invest in equities without needing to rely…

 

An EZ Approach to ETF Portfolio Building

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   AAII Model Fund Portfolio: Don’t Fear Real Estate or the Stock Market Real estate has been underperforming; this is mirrored by the performance of the Model Fund portfolio’s exchange-traded fund (ETF) that invests in real estate investment trusts (REITs). It is not unusual for…