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…

 

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…

 

AAII Journal September 2016 Issue

The September 2016 AAII Journal is Now Available Online. Feature Article: The Top ETFs Over Five Years: Health Care Loses Some Ground Six of the 10 top-performing ETFs are from the health care category; homebuilding, consumer staples and bond funds are also on the list. Also in This Issue: Portfolio Strategies: Investing to Avoid the Consequences…

 

AAII’s Top 10 Articles for August 2016

Here are the Top 10 articles from AAII.com for August 2016 (based on unique page views):   The Top 10 Economic Indicators: What to Watch and Why Everyone wants to keep a pulse on the economy, but no one wants to wade through the massive volume of statistics. A look at the top 10 economic…

 

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…