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Top AAII Articles

  • James Cloonan

    James Cloonan

    AAII Model Portfolios Updated

    Three new stocks have been added to the AAII Model Shadow Stock Portfolio. Plus, performance data is now updated through the end of February.

  • Charles Rotblut, CFA

    Charles Rotblut, CFA

    The Top Mutual Funds Over Five Years: The Bear’s Claw Marks Remain

    The losses of the last bear market were so severe that they continue to impact the five-year annualized rates of returns for stock funds.

  • AAII Staff

    AAII Staff

    2012 Tax Guide Update

    This update to our annual tax guide reflects the changes made by the American Taxpayer Relief Act of 2012.

  • Michael Kahn

    Michael Kahn

    Picking the Right Stocks Using Charts

    Charts can help you quickly identify the sectors, and stocks, benefiting from high levels of relative strength.

    • AAII Member Question

    Previous Week's Results
    The U.S. Congress is debating transaction taxes for derivative and equity trades to help raise revenue and reduce market volatility. Are you in favor of such taxes?
    I support these taxes, as I feel they would reduce market volatility: 29%
    I do not support these taxes, as they would be an unfair burden on individual investors: 47%
    I do not support these taxes, as they would actually increase market volatility by reducing the number of investors and traders, thereby reducing liquidity: 25%

    This Week's Question
    AAII Member Question How confident are you that you will be able to retire AND maintain your current lifestyle?


    Login to answer! »

    Sentiment Survey

    The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.

    AAII Sentiment Survey Are you BULLISH?
    AAII members are:
    (as of 3/20/2013)
       Bullish: 38.94%
       Neutral: 27.72%
       Bearish: 33.33%
    Submit your vote!

    AAII Discussions


    Connect with other AAII Members by engaging in a discussion of various topics.

    Start Now »
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Model Portfolios

Throughout the year, AAII updates you on the holdings, performance and investment strategy behind our research portfolios.

  Annualized Return
Model Portfolio YTD Return 1-Year Return 5-Year Return
Shadow Stock 10.6% 25.9% 14.8%
Fund 6.3% 13.9% 4.4%
Data as of 2/28/2013.

Learn More »

AAII Stock Screens

AAII Stock Screens 46.4%
Current Top Return (2013)
Piotroski: High F-Score

Other Top Leaders:


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.

Find a Chapter Near You »


Retirement Planning: Misconceptions About Life in Retirement

"Some people spend more time planning a two-week vacation than they do retirement planning."
—Anonymous

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 »