Unbiased Investment Education
for Individual Investors like you.
A contrarian screen that involves betting against the crowd by seeking stocks that are out of favor with the market and avoiding fashionable high-profile stocks.
July Editor's Note
True contrarian investing can be accomplished in a number of ways. But the benefits to investing differently from the crowd are undisputed.
Sunshine Impacts Tolerances for Risk and Uncertainty
The level of light, and the change in light relative to the past two days, alter a person's tolerance for financial risk and uncertainty.
Fund Manager Skill Improves as Market-Cap Size Drops
The outperformance of mid-cap and small-cap funds is more likely due to skill, but not for large-cap funds.
Top AAII Articles
Contrarians don’t take the opposite view of the consensus, but think differently, act independently and question assumptions.
Above-benchmark returns (“alpha”) are often achieved by weighting specific factors, calling into question the cost of active management.
The maximum price-to-book ratio has been increased. Plus, three stocks were added and a fourth reinvested into.
Investing in currencies can reduce the overall risk profile of your portfolio, as currencies have different and less volatile returns than stocks and bonds.
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 5/31/2015.|
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 »