Top AAII Articles

  • Charles Rotblut

    Charles Rotblut

    A Second Look at How Target Date Funds Change Their Allocations

    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 Bogle and Charles Rotblut

    John Bogle and Charles Rotblut

    Achieving Greater Long-Term Wealth Through Index Funds

    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.

  • AAII QMFU

    AAII QMFU

    Precious Metals Regain Their Luster

    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.

  • AAII Blog

    AAII Blog

    What Are ETFs and How Do They Work?

    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.

AAII Member Question

Previous Week’s Results
How would you rate the job being done by the Federal Reserve Board?
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Fair : 27%

Good : 25%

Excellent : 11%



This Week's Question
AAII Member Question In general, how would your best friend describe you as a risk taker?


A) A real gambler
B) Willing to take risks after conducting adequate research
C) Cautious
D) A real risk avoider
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Sentiment Survey

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

AAII Sentiment Survey
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AAII members are:

(as of 6/22/2016)
   Bullish: 21.97%
   Neutral: 42.80%
   Bearish: 35.23%
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AAII Model Portfolios

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

Model Portfolio
(For Members Only)
Annualized Return
3-Year Return 5-Year Return 10-Year Return
Shadow Stock -0.5% 12.1% 10.1%
Fund 6.6% 7.5% 5.8%
Data as of 5/31/2016.

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AAII Stock Screens

Current Top Return (2016):
Est Rev: Lowest 30 Down
32.6%

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.


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