Diverging Opinions on Active Management

Time in the Market Influences Millennials’ Investing Attitudes Millennial investors have often been described as being overly conservative with their portfolio allocations. New research backs up that assertion, as there is a small, but significantly sized, group that is far underweighted in equities. Observations From Decades of Tracking Investment Newsletters There is often little persistence…

 

What You Can Expect at the AAII Conference

Those of you who regularly read my weekly commentary know that I attend conferences and other industry events. The presentations are generally informative, but it’s the personal interaction that’s the big draw for me. I’ve made numerous connections over the years, many I never would have made had I simply stayed in my office. Those…

 

How Many Stocks Do You Need to Be Diversified?

Diversifying Through Reinsurance and Marketplace Lending Interval Funds With equity valuations at historically high levels and bond yields at historically low levels, investors are searching for alternatives to the traditional 60% stock/40% bond portfolio. Alternative investments such as reinsurance and marketplace lending provide diversification through exposure to different forms of risk. Observations From Decades of…

 

Selecting Stocks From a Screen

I’ve long been a fan of stock screens. They filter a database to identify stocks with specific traits. A value screen may identify stocks trading at low price-earnings (P/E) ratios with above-average levels of return on equity (ROE). A growth screen can find stocks that consistently grow profits and are projected to continue doing so…

 

The August 2018 AAII Journal is Now Available Online

Feature Article: The Individual Investor’s Guide to Exchange-Traded Funds 2018 by Jaclyn N. McClellan Our expanded guide covers 542 exchange-traded funds, providing detailed return information and data as well as an update on the ETF industry.       Portfolio Strategies » Observations From Decades of Tracking Investment Newsletters by John Bajkowski , Charles Rotblut,…