The November 2017 AAII Journal is Now Available Online

Feature Article » Birth of an Idea: How AAII Got Started by John Bajkowski , Charles Rotblut, CFA and James B. Cloonan James Cloonan shares what led him to start AAII, along with the inside story of AAII’s Model Shadow Stock Portfolio. Features » Media Talk About James Cloonan and AAII by AAII Staff A…

 

The New Bubble – Bitcoin and Other Cryptocurrencies

Bitcoin rose above the $4,000 price mark, adding to this year’s surge in value. The New York Times attributes the most recent upward spike to an agreement among key backers to settle “a long-disputed update to the network’s software and rules.” Regardless of the reason given, the price action exemplifies unfettered speculation. To be fair,…

 

Tips for Using Academic Research About Investing

There is a constant stream of new academic research about investing. Some of the papers attempt to explain the key drivers of returns. Some are more focused on investor behavior. Many papers are focused on realizing higher returns (“delivering alpha”). For an investor seeking new ideas, these papers can range along a spectrum from being…

 

Investors Win as Discount Brokers Cut Commissions

Save the Date! Our 2017 Investor Conference will be held November 3-5 at the Loews Royal Pacific Resort in Orlando, FL. We’re scheduling many great speakers for the event, including Mark Hulbert, John Buckingham and Wesley Gray among others. You’ll also get to meet my fellow colleagues as well as other AAII members. It’s always…

 

March AAII Journal Update

The March 2017 AAII Journal is Now Available Online.   Feature Article: The Top Mutual Funds Over Five Years: Health Care’s Dominance Is Weakening Four of the 10-best performing funds are from the health care category, but this number is down from seven last year. In This Issue: Mutual Funds » Tracking the S&P 500…