Going From a Stock Screen to a Real Portfolio

Not all that long ago, “stock-picking” entailed tedious, relentless research. In order to get the complete financial picture of a firm and its shares, individual investors had to scour the pages of financial newspapers or pore over scores of thick, dull annual reports. You either spent hours upon hours in the local library or you…

 

Politics and Corporate Earnings Guiding the Market

The “Trump Rally” for stocks seemingly hit a wall this week. Optimism among investors following the election of Donald Trump has given way to more of a wait-and-see attitude and even animosity in the wake of several administration actions. There are times when stocks are the victims, as well as the beneficiaries, of politics. Following…

 

The Advantages of Simple Allocation Strategies

 Investors are undoubtedly familiar with the concept of diversification, which is a fundamental idea underlying modern portfolio theory. The phrase, “Don’t put all your eggs in one basket” is one that has been familiar to investors for thousands of years. At least intuitively, it has been so since ancient Roman entrepreneurs diversified against the loss…

 

February Changes to the SSR Portfolio

We have posted our monthly changes to the SSR tracking portfolio. For more information on this month’s deletion and addition, read the February SSR Monthly Report. January Market Recap With only two trading days remaining in the month, U.S. stocks are on pace for their best January in four years. Through the close on Friday, January…

 

The Benefits of Asset Allocation

A Chicago Tribune article by Kiplinger’s Anne Kate Smith discusses the impact of asset allocation on portfolio performance. It states that research has shown that 88% of a portfolio’s movement is attributable to asset allocation. While the article also says that research indicates that having a diversified portfolio means you may lag the market in bull…

 

Investors Reveal What They Wish They Had Done Differently

Discipline is a characteristic that many of the world’s greatest investors have in common. Part of that discipline entails being able to stick with your investment strategy, even through periods of underperformance. Jumping from strategy to strategy, in essence, chasing returns is a pathway to disappoint. To see how willing our readers are to deal…

 

Members Moving Into Stocks or Standing Pat

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. Slightly more than 27% of respondents say they have not changed their…

 

AAII’s Top 10 Articles for July 2016

Here are the Top 10 articles from AAII.com for July 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…