Using so-called sin and ESG stocks as examples, we show how to use thematic approaches to identify potentially attractive stocks.
Just before we went to press, two things were happening in the stock market. First, the S&P 500 index was on the verge of setting a new record high. Secondly, the current bull market was close to becoming the longest ever.
IN THIS ISSUE
in Financial Planning
Identifying a good adviser requires conducting a background check and then asking them five important questions.
in Exchange-Traded Funds
The returns of the 10 highest-returning ETFs are looked at to see whether they continue to beat the market and their category peers.
in AAII Model Portfolios
Our model portfolio is one of the oldest real-money examples of how the value and size premiums can be combined into a single strategy.
in AAII InvestoGraphic
Unlike with mutual funds, which interact directly with investors, dollars flow from and to ETFs through intermediaries instead of investors.
in CI in the Journal
Find out which websites are the most useful for analyzing stocks, tracking a portfolio, finding funds and getting information on bonds.
in Behavioral Finance
Simple tools such as journals, checklists and rules can both make you more disciplined and help you to spot and avoid mistakes.
Members comment on the categories used in AAII’s Guide to ETFs, performance and how to get started in the Model Shadow Stock Portfolio, and reasons to convert to a Roth IRA early.