Unbiased Investment Education
for Individual Investors like you.
Top AAII Articles
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Charles Rotblut, CFA
Taking Retirement Withdrawals From a Fund Portfolio
A portfolio that could have been duplicated by investors is used to demonstrate how to take withdrawals and the potential pitfalls that are encountered.
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Hildy Richelson and Stan Richelson
Why Buy Bonds If Interest Rates Will Rise?
Starting a bond ladder creates income now and produces cash flow that can be used to reinvest if and when interest rates do rise.
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Joe Lan
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.
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JAMES CLOONAN
Performance data for the model portfolios is now updated through the end of April.
AAII Member Question
Previous Week's ResultsHow many hours a week do you devote to managing your finances and investments?
This Week's Question
A) Increasing
B) Decreasing
C) Leaving the same
To adjust the amount of risk you’re taking in your portfolio, do you use strategies other than diversification and altering your allocation to stocks and bonds?
A) Yes
B) No
C) Other (click here to provide your feedback)
Do you believe diversification is still an effective means of reducing risk in a portfolio?
A) Yes
B) No
C) Other (click here to provide your feedback)
Login to answer! »
Sentiment Survey
The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.
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Are you BULLISH? AAII members are: (as of 5/15/2013)
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AAII Discussions
Connect with other AAII Members by engaging in a discussion of various topics.
Start Now »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 | 24.7% | 38.6% | 20.1% |
| Fund | 11.3% | 17.6% | 4.6% |
| Data as of 5/3/2013. | |||
AAII Stock Screens
70.2%
Current Top Return (2013)
Piotroski: High F-Score
Other Top Leaders:
- 30.2% O'Shaughnessy: Tiny Titans
- 22.5% Stock Market Winners
- 20.6% Oberweis Octagon
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."—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.
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