Unbiased Investment Education
for Individual Investors like you.
Buffettology: EPS Growth Screen
Seeks to find companies with strong historical compound earnings growth to arrive at a predicted stock price.
Taking a Qualitative Look at a Prospective Stock’s Figures
A qualitative assessment of financial data reveals more about a company than what can be gleaned from the financial statements alone.
Defined-Maturity Funds: A Bond Alternative With Compromises
These bond funds terminate near preset dates and can be laddered, but have caveats that should be understood.
Managing Your Portfolio in Difficult Markets
Strategies to keep you focused on the long term in the face of tough market conditions.
Top AAII Articles
Our annual mutual fund guide provides information and performance statistics on more than 730 funds.
Top-performing mutual fund managers will likely underperform their benchmarks at some point, but investors are usually rewarded for sticking with them.
Looking at the type and frequency of communications, portfolio holdings, manager stability and expense ratio caps can help with the fund selection process.
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.
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 12/31/2015.|
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 »