Computerized Investing’s New May Content

Computerized Investing’s new May content is now available! This month includes: Trading Fractional Shares With Broker-Robo Hybrid Folio Investing Folio Investing is a unique brokerage-robo adviser hybrid that allows users to invest in portfolios of stocks, ETFs and mutual funds that they can trade in a single transaction. Learning About Real Estate Investing With BiggerPockets…

 

Computerized Investing’s New February Content

Computerized Investing’s new February content is now available! This month includes: CI’s Best of the Web for Personal Finance, Retirement Planning and Tax Resources An update of the websites that offer the best guidance and tools for personal financial planning issues, including budgeting, handling your taxes and getting ready for retirement. Classic Technical Indicators: Advanced…

 

Computerized Investing’s New September 2017 Content

Computerized Investing’s new September content is now available! This month includes: Spreadsheet Corner: Updating Data in Excel With XLQ Plug-In An introduction to using the XLQ utility to pull current and historical data in your Excel spreadsheets. Q2 2017 Robo Report Sees More Hybrid Advice Models The founder of BackEnd Benchmarking, publisher of the Robo…

 

AAII Journal October 2016 Issue

The October 2016 AAII Journal is Now Available Online. Feature Article: What the Evolving Robo Advisory Industry Offers Acquisitions and new, large entrants have altered the competitive landscape, but robo-advisors continue to focus on providing low-cost portfolio management services.   Also in This Issue: Portfolio Strategies: Active Management Stinks, But It Doesn’t Have To Active approaches…

 

Why a New Asset Allocation Approach is Needed

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Why a New Allocation Approach is Needed: The traditional way of allocating portfolios costs investors significant wealth and fails to consider how risk actually occurs in the real world. In his forthcoming book, “Investing at Level3,” AAII founder James Cloonan challenges the traditional manner in which…

 

Uses & Misuses of Ben Graham-Style Investing

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Uses and Misuses of Ben Graham-Style Investing: Deep value investing has outperformed the market averages over long periods of time, so why wouldn’t everyone with a long time horizon embrace it? While all investors strive toward essentially the same goal—to make money in the market—their paths…

 

How to Measure the Skills of Your Fund Manager

This week’s AAII Weekly Features highlight these valuable AAII articles: How to Measure the Skills of Your Fund Manager: The statistical measure R-squared can reveal whether a fund manager is a closet indexer or is truly following a strategy different than the benchmark index. What Exactly Do Online Investment Advisory Services Do?: In contrast with…

 

AAII Weekly Features: Target Date Funds: A Simple Premise, but Underlying Complexities

This week’s AAII Weekly Features highlight these valuable AAII articles: Target Date Funds: A Simple Premise, but Underlying Complexities What Exactly Do Online Investment Advisory Services Offer? Exploring the Optimal Equity Allocation Path for Retirees The Individual Investor’s Guide to Personal Tax Planning 2015 The featured AAII stock screen this week is the Buffett: Hagstrom…