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for Individual Investors like you.
O’Shaughnessy: Tiny Titans Screen
Companies with market capitalizations below $250 million, low valuations and strong price momentum make the cut for this screen.
April Letters to the Editor
Members comment on the top mutual funds, the Model Fund Portfolio, IRA rollovers and more.
IRA Withdrawals: Who and How Much?
It’s not just retirees who are taking withdrawals from IRAs. More than one out of five IRA owners aged 54 or younger made a withdrawal in 2011.
Why Technical Analysis Matters
Chart watching can help investors make better decisions. A five-step process can take a stock from an idea to a decision to buy or sell.
Top AAII Articles
Establishing a “ceiling and floor” for portfolio withdrawal rates keeps spending relatively consistent, while remaining responsive to market conditions.
Starting retirement with a 30% allocation to equities and then gradually increasing it to 70% leads to a 95.1% probability of not outliving your savings.
Performance data for the AAII Model Shadow Stock and Model Fund Portfolios have been updated through the end of March.
Moving averages are “bending trendlines” that can be used to establish points of resistance or support for a security’s price.
The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.
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AAII DiscussionsStart Now »
AAII Model Portfolios
Throughout the year, AAII updates you on the holdings, performance and investment strategy behind our research portfolios.
(For Members Only)
|YTD Return||1-Year Return||5-Year Return|
|Data as of 3/31/2014.|
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 »