Unbiased Investment Education
for Individual Investors like you.
Value on the Move – PEG With Hist Growth Screen
A screen that searches for stocks with both value and growth aspects by finding a low price-earnings ratio relative to historical earnings growth.
No Long-Term Link Between Past and Future Performance
Lower expenses, not short-term performance, dictate long-term success of mutual funds.
Contrarian Hedge Funds Outperform Momentum Mutual Funds
New research shows that hedge fund managers tend to be contrarian in their buy strategies.
Simplifying Investment Choices Help Focus Decisions
Reducing the number of investment choices can lead to lower costs and reduced portfolio risk.
Top AAII Articles
Doing the math, having a good understanding of market and economic history and paying attention to valuations are key to long-term investing success.
Small-cap stocks thrive during periods of expansive monetary policy, while returns for large- and small-cap stocks are lower during restrictive periods.
Altering the profitability variables, adjusting for net equity issuance and seeking operational momentum can improve this value strategy.
Our annual mutual fund guide provides information and performance statistics on more than 730 funds.
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 1/31/2016.|
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 »