Unbiased Investment Education
for Individual Investors like you.
Dividend (High Relative Yield) Screen
An approach that seeks dividend growth stocks that are undervalued on a dividend yield basis.
AAII Investor Classroom: What to Look for When Reading Mutual Fund Statements
This AAII Investor Classroom will help show you what to look for when reading a mutual fund statement...
First Cut: Graham Stocks With a Low Price Relative to Net Current Assets
Applying Ben Graham’s philosophy, 25 profitable companies with cheap valuations made The First Cut.
Cash Flow and Allocation Strategies for Retirees
A reverse mortgage can boost withdrawal rates if used correctly; plus, why index funds can simplify decisions regarding taking withdrawals...
Top AAII Articles
Target date funds offer the premise of a one-stop solution for investors seeking professional allocation strategies. They are commonplace in 401(k) and other similar employer-sponsored retirement plans (aka defined-contribution plans). The simplicity of target date funds’ premise is one reason why. A second significant factor is that these funds are default options in many workplace retirement plans. However, there remains confusion about how to use target date funds. This article aims to clear up some of that confusion.
John “Jack” Bogle, founder of the Vanguard Group of mutual funds, chats with AAII Journal editor Charles Rotblut about why he favors broad market index funds, as well as his thoughts about exchange-traded funds and portfolio allocations.
The first quarter exposed investors to dramatic ups and downs. However, many funds managed to end the first quarter modestly higher as the U.S. markets rebounded from their February lows. Precious metals were the top-performing funds overall during the first quarter, reversing the trend of the last several years.
An overview of an Investment Company Institute paper explaining how ETFs are created, what determines their price and how taxes on ETFs are treated. In addition, there is a discussion of the similarities and differences between mutual funds and ETFs.
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 5/31/2016.|
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 »