Unbiased Investment Education
for Individual Investors like you.
Uses a momentum investing strategy that focuses on small- to mid-cap companies with strong, sustained earnings growth and "significant" earnings surprises.
September Editor's Note
A sign of the exchange-traded fund (ETF) industry’s maturity is the change in our annual ranking of the top-performing ETFs: We now have enough data to rank funds based on five-year returns.
Gold Mines Aren’t Perfect Substitutes for Gold
Though shares of gold miners are more correlated with gold than the S&P 500, they offer less diversification benefits than the precious metal does.
Balancing Your Return Ideals With the Realities of Risk
Learn to make an educated guess as to the returns you can expect, given your tolerance for risk.
Top AAII Articles
The health care sector extended its dominance, leading all categories by accounting for all 10 of the best-performing ETFs.
Increasing exposure to stocks in retirement can reduce the chances of running out of money and allow for a larger withdrawal rate.
Profitable companies whose price-to-book ratios rank in the bottom 10% of all stocks.
Since luck plays a bigger role than skill in influencing investment returns, investors need to focus on their portfolio management process.
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 7/31/2015.|
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 »