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Charles Rotblut

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


Articles by this Author

Topics Presented in Speeches: Portfolio management, behavioral finance, stock selection

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

Biography:

Charles Rotblut is a vice president with the American Association of Individual Investors. He is the editor of the AAII Journal, co-created AAII's Dividend Investing, helps to manage the Stock Superstars Report portfolio and authors the weekly AAII Investor Update newsletter. Charles is a Wall Street Journal expert panelist and a regular guest on MoneyLife with Chuck Jaffe. His book, "Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio," was published in November 2010.

A holder of the right to use the Chartered Financial Analyst designation, Rotblut has analyzed both publicly traded and privately held companies. His 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 holds a bachelor's of science in journalism from the University of Kansas.

Charles regularly speaks to the media, including The Wall Street Journal Radio Network, Canada’s Business News Network, and Reuters. He has also appeared on CNBC, Bloomberg Television, and Fox Business.

Articles by this Author


  1. Editor's Note »

    Editor's Note

    The more you can fight the tendency to focus on short-term financial concerns—and all the commentary and data produced about them—the better off you will be.

    April 2015 | Journal

  2. Portfolio Strategies »

    Rebalancing Update: Retirement Adjustments Necessary

    A retiree following the rebalancing model would have needed to rebalance at the end of 2014 because of the gains in large- and mid-cap stocks.

    April 2015 | Journal

  3. Editor's Note »

    Editor's Note

    Sector funds may do well over five-year periods, but many are accompanied by high turnover ratios, which cost investors money.

    March 2015 | Journal

  4. Mutual Funds »

    The Top Mutual Funds Over Five Years: Health Care’s Vitals Look Good

    Four health care funds topped the rankings, helping to make the category the best performer over the past five years.

    March 2015 | Journal

  5. Editor's Note »

    Editor's Note

    What to look for in this year's Guide to the Top Mutual Funds.

    February 2015 | Journal

  6. Editor's Note »

    Editor's Note

    It was harder for investors to beat the market with active strategies in 2014, and any strategy not specifically tied to large-cap stocks likely incurred rougher waters than in years past.

    January 2015 | Journal

  7. Editor's Note »

    Editor's Note

    For this year's tax guide, we have pretty good clarity on what 2014 and 2015 tax rates, exemptions, deductions, phase-outs and limitations are.

    December 2014 | Journal

  8. Editor's Note »

    Editor's Note

    Reflections on reaching the five-year mark at AAII, and topics we'll be expanding on in the AAII Journal in the future.

    November 2014 | Journal

  9. First Cut »

    Patrick O’Shaughnessy’s Millennial Investor Strategy

    The 25 best-ranking stocks identified by Patrick O’Shaughnessy’s strategy.

    November 2014 | Journal

  10. Behavioral Finance »

    Trading More Frequently Leads to Worse Returns

    The stocks investors buy, on average, underperform the ones they sell due to behavioral errors, such as overconfidence.

    November 2014 | Journal

  11. Editor's Note »

    Editor's Note

    There is broad debate about how exactly you should go about allocating your portfolio. The October 2014 AAII Journal reviews the options with guidance on choosing the right one for you.

    October 2014 | Journal

  12. Portfolio Strategies »

    Don’t Over-Rely on Historical Data to Forecast Future Returns

    Historical risk may be a reasonably good predictor of future risk, but past returns are a rotten predictor of future returns.

    October 2014 | Journal

  13. Portfolio Strategies »

    Choosing the Right Portfolio Allocation Approach for You

    This overview of six common asset allocation approaches will help you determine which method will work best for your portfolio.

    October 2014 | Journal

  14. Stock Strategies »

    Weight by Fundamentals, Not by Price

    Weighting stocks in a portfolio based on their fundamentals prevents the systematic overweighting of the overvalued and underweighting of the undervalued.

    October 2014 | Journal

  15. Financial Statements »

    Valuing a Company Based on Its Revenues

    The price-to-sales ratio is considered to be one of the “cleanest” valuation multiples; it is also more tied to profit margin than you may realize.

    October 2014 | Journal