AAII Home AAII Blog

At what age should you change to a more conservative allocation, and what should that allocation look like? The answer depends on who you ask or where you look. Target date funds, for instance, use glide paths. Over time, a glide path changes a portfolio’s allocation from being...

With May starting in just a few days, those of you who are sensitive to the market’s semiannual cycles may be reciting the chorus of The Clash’s 1982 hit, “Should I Stay or Should I Go?” A better question would be “Should I Stay or Should I Rotate?” Staying would mean...

This week’s Sentiment Survey special question asked AAII members how, if at all, they have adjusted their investing strategy recently. More than half of all respondents (55%) said they are focusing on or have shifted more into stocks, particularly value and dividend-paying stocks....

July’s Asset Allocation Survey special question asked AAII members how Great Britain’s decision to leave the European Union affected their allocation decisions. Nearly three-quarters of respondents (73%) said the referendum’s outcome either did not affect their portfolio allocation...

Individual investors held their largest exposure to fixed-income investments in more than three years, according to the July AAII Asset Allocation Survey. Equity allocations were unchanged, while cash levels rose. Stock and stock fund allocations stayed at 64.1% for a second month....

Here are the Top 10 articles from AAII.com for June 2016 (based on unique page views): Achieving Greater Long-Term Wealth Through Index Funds John “Jack” Bogle, founder of the Vanguard Group of mutual funds, chats with AAII Journal editor Charles Rotblut about why he favors...

Last month’s Asset Allocation Survey special question asked AAII members what most often causes them to alter their portfolio allocations. The largest group (14% of all respondents) cited market factors such momentum, technical analysis and valuation. More than 13% said that they...

Determining how much to allocate to each of your investments can seem a tall order. But with an understanding of how factors such as position size, number of holdings, and rebalancing contribute to the success of your portfolio, the decision becomes clearer. Position Size The influence...

Any time a fund invests in something more esoteric than exchange-listed stocks from a developed country or widely traded high-quality bonds, the potential for something to go wrong increases. We saw this happen in December when the Third Avenue Focused Credit Fund—a mutual fund—suddenly...

This week’s AAII Weekly Features highlight these valuable AAII articles: The Top Mutual Funds Over Five Years: Health Care Remains on Top: Health care has not only remained the best-performing category, it now boasts seven of the 10 funds with the highest five-year returns. The...