Unbiased Investment Education
for Individual Investors like you.
Foolish Small Cap 8 Revised Screen
Seeks profitable, rapidly growing and potentially undiscovered small companies with strong price momentum.
ETFs have gotten a bit of a bad rap for being the tools of fast money, but some strategies provide a reason for caution.
Biology and Life Experiences Influence Investing Style
A person's preference for growth or value stocks is partially ingrained at birth and partially determined by life experiences.
Your Mutual Fund Portfolio: Choosing the Level of Complexity
Using a three-tiered mutual fund portfolio guideline, you can choose a portfolio that fits your investor profile.
Top AAII Articles
Detailed return information and data on 461 ETFs and ETNs, including an overview of the current trends in the ETF industry.
A big gain in First Trust US IPO (FPX) helped to offset the drag caused by REITs and frontier markets being out of favor.
ETFs, like mutual funds, are pooled investments, but two primary features promote trading of an ETF’s price close to its underlying value.
The correlation among the assets you own, instead of the number, is what determines your portfolio’s diversification.
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 6/30/2015.|
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 »