Charles Rotblut

Charles Rotblut is a vice president at AAII and editor of the AAII Journal. Follow him on Twitter at twitter.com/charlesrotblut.

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Articles by this Author

Books: "Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio"

Biography:
Charles Rotblut is a vice president of the American Association of Individual Investors. He is the editor of the AAII Journal. He authors the weekly AAII Investor Update e-newsletter and his commentary is published on both Seeking Alpha and Forbes.com.

He has analyzed both publicly traded and privately held companies. Charles' experience includes working for Zacks Investment Research, an investment research firm; INVESTools, an investment education company; Curian Capital, a money management firm; and McClure, Schumacher & Associates, a business valuation firm.
 
Charles is a graduate of the University of Kansas, where he earned a bachelor's degree in Journalism. He is a holder of the right to use the Chartered Financial Analyst (CFA) designation.

Articles by this Author

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1. Editor's Note »

   Editor's Note

   A look at what's in the June 2013 AAII Journal.

   June 2013 | Journal

2. Stock Strategies »

   Valuations, Inflation and Real Returns

   The Yale economics professor explains why he looks at 10 years of earnings and the importance of factoring in inflation when valuing assets.

   June 2013 | Journal

3. Trading Strategies »

   Is the AAII Sentiment Survey a Contrarian Indicator?

   Both optimism and pessimism have had periods where they have stayed at high levels; low levels of optimism have had the highest correlation with market reversals.

   June 2013 | Journal

4. Retired Investor »

   Determining When to Switch to the RMD

   Determining when to change from the 4% withdrawal rule to the RMD depends in part on your age and the types of retirement accounts you own.

   June 2013 | Journal

5. Editor's Note »

   Editor's Note

   A look at what's in the May 2013 AAII Journal.

   May 2013 | Journal

6. Stock Strategies »

   Insights on Warren Buffett From His Friend and Editor

   The pro-bono editor of Buffett’s annual shareholder letter speaks about his investing and management process.

   May 2013 | Journal

7. Portfolio Strategies »

   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.

   May 2013 | Journal

8. Portfolio Strategies »

   Addendum: Adjusting Retirement Withdrawals for Inflation

   An addendum to the May 2013 AAII Journal article “Taking Retirement Withdrawals From a Fund Portfolio” that takes inflation into account when calculating withdrawal amounts.

   May 2013 | Journal

9. Editor's Note »

   Editor's Note

   A look at what's in the April 2013 AAII Journal.

   April 2013 | Journal

10. Portfolio Strategies »

    Portfolio Rebalancing: Observations From 25 Years of Data

    Using a rebalancing strategy over the past 25 years would have boosted returns, lowered volatility and kept the balance in one asset class from being drained.

    April 2013 | Journal

11. Investor Professor »

    How Liquidity Impacts the Attractiveness of an Asset

    Greater levels of liquidity attract more buyers and sellers, while lower levels of liquidity deter some would-be investors.

    April 2013 | Journal

12. Editor's Note »

    Editor's Note

    A look at what's in the March 2013 AAII Journal.

    March 2013 | Journal

13. Mutual Funds »

    The Top Mutual Funds Over Five Years: The Bear’s Claw Marks Remain

    The losses of the last bear market were so severe, they continue to impact the five-year annualized rates of returns for stock funds.

    March 2013 | Journal

14. Editor's Note »

    Editor's Note

    A look at what's in the February 2013 AAII Journal.

    February 2013 | Journal

15. Editor's Note »

    Editor's Note

    A look at what's in the January 2013 AAII Journal.

    January 2013 | Journal

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