Unbiased Investment Education
for Individual Investors like you.
Graham – Defensive Investor (Utility) Screen
An approach that seeks large companies with a long record of profitable operations and a strong financial condition.
What Is Better: 4% Withdrawals or Annuities?
TIAA Institute compared systematic withdrawals against annuitizing to see which option is better.
Not All Flights to Quality Are the Same
This article discusses a new study that examined the factors that affect flight-to-quality episodes.
Find Stock Ideas That Match Your Investment Personality
The purpose of AAII's Stock Screen area is to provide you with access to a wide range of stock strategies and investment approaches.
Top AAII Articles
Today, quantitative stock-picking screens are just about everywhere. A few clicks on any of a myriad of financial websites, and you’ve got it. AAII and other sites even have a number of guru-inspired screens. But choosing a good strategy is only the first part of a quant’s journey to investing success. The other piece involves going from screen to real-life portfolio. And that’s when things can get tricky. This article will guide you through the process of selecting a stock screen to follow and turning it into a portfolio management system.
The latest commentary from AAII’s founder, James Cloonan, highlights a key difference between a hypothetical portfolio and one created with real dollars: Not being able to buy all passing stocks due to limited investment dollars.
AAII’s Stock Investor Pro fundamental stock screening and research database program, generates the passing company listed posted each month at the Stock Screens area of AAII.com. The program is also used to isolate buy candidates for AAII’s Model Shadow Stock Portfolio as well the Dividend Investing and Stock Superstars newsletters. This installment of Stock Investor News, walks you through how to recreate the passing company lists AAII posts each week, only roughly two weeks faster than when they appear online.
When searching for stock investing candidates, it may be easy to come up with a list of meaningful screening criteria, but building and applying a cohesive set of criteria can be challenging. This AAII Blog post discusses how to design a quantitative screening approach that makes practical sense for you.
The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.
AAII members are:
AAII Model Portfolios
Throughout the year, AAII updates you on the holdings, performance and investment strategy behind our research portfolios.
(For Members Only)
|3-Year Return||5-Year Return||10-Year Return|
|Data as of 6/30/2016.|
AAII Stock Screens
Sign Up to Receive Local Chapter Meeting Invites
AAII Local Chapters offer investment education to members in a "person to person" social setting located in your own community.Recent meetings have included:
"Nest-Egg Survival: Investing and Spending in Retirement"
Maria Crawford Scott, Former editor, AAII Journal "Today's Investment Outlook"
Sam Stovall, Chief investment strategist, S&P Equity Research Services
"The Importance of Tax Diversification: What You Need to Know"
Christine Fahlund, senior financial planner, T. Rowe Price, Inc.
Retirement Planning: Misconceptions About Life in Retirement
"Some people spend more time planning a two-week vacation than they do retirement planning."
Retirement is a passage from one lifestyle to another. One way to think of the term "retire" is by placing a hyphen between the 'e' and the 't' and creating a new term—re-tire: To put on new treads.
Those who take the voyage seriously and do the right kind of retirement planning usually have a smoother trip and more fun.
Discussions with seasoned retirees indicate that there are many myths and misconceptions about retirement. Often you will hear these myths stated as fact. Here are some of the most common ones.Read More »