March AAII Journal Update

The March 2017 AAII Journal is Now Available Online.   Feature Article: The Top Mutual Funds Over Five Years: Health Care’s Dominance Is Weakening Four of the 10-best performing funds are from the health care category, but this number is down from seven last year. In This Issue: Mutual Funds » Tracking the S&P 500…

 

AAII Readers Reveal How They Select Mutual Funds & ETFs

A mutual fund is an investment vehicle made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. An exchange-traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks. An ETF holds assets such…

 

Using ETFs in a Tough, Sideways-to-Bear Market

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Using ETFs in a Tough, Sideways-to-Bear Market Over the last 100-plus years, there have been more bear markets than bull markets. Since there are usually more bear market years than bull market years, you have to get the best return you can during bear…

 

AAII Journal January 2017 Issue Now Available

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 Has Not Gone Out of Style An updated version of Benjamin Graham’s Deep Value…

 

Not Clear That Mutual Funds Are Becoming More Tax Friendly

This is the time of year when mutual funds make their annual distributions. The distributions, in this case, involve capital gains and ordinary income. They are the profits realized by the funds, most commonly through the sale of their portfolio’s holdings. To the extent that these gains cannot be offset by losses, they are passed…

 

How Likely Is It You’ll Outlive Your Investment Portfolio?

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Investing to Avoid the Consequences of Being Wrong Retirees should only risk the savings they don’t need; young investors should allocate as much to stocks as their risk tolerance allows. William “Bill” Bernstein is a neurologist, co-founder of the investment firm Efficient Frontier Advisors and the…

 

The Impact Returns Have on How Much You Should Save

One of the fuzzier numbers in retirement planning is how much a person should save. Put another way, how much does an individual need to set aside each year to fund retirement expenses? It’s a function of projected expenditures, sources of other income (e.g., Social Security, inheritance, etc.) and expected investment returns. Though they are…

 

Top Blog Posts for August

Here are the most-read blog posts for August 2016:   How Risky Are ETFs? Last year’s “flash crash” called into question the safety of ETFs and brought increased scrutiny from regulators and investment professionals. Don’t Underestimate Equities in Retirement Many retirees reflexively believe that they can live off of the interest from their investments while…

 

The Individual Investor’s Guide to Exchange-Traded Funds 2016

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: AAII Model Portfolio Update: Introducing the Level3 Passive Portfolio AAII’s founder, James Cloonan, introduces his new Level3 Passive Portfolio, which is based on research carried out for the writing of his forthcoming book “Investing at Level3.” It is an ETF portfolio of index funds meant to…

 

August 2016 AAII Journal Update

The August 2016 AAII Journal is Now Available Online.  Feature Article: The Individual Investor’s Guide to Exchange-Traded Funds 2016 Detailed return information and data on 473 exchange-traded products, including an overview of the current trends in the ETF industry.  Also in This Issue: Stock Strategies: Analyzing a Stock by Its Dividend and Shareholder Yield Both dividends…