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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"


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. Portfolio Strategies »

    Why a New Allocation Approach Is Needed

    The traditional way of allocating portfolios costs investors significant wealth and fails to consider how risk actually occurs in the real world.

    June 2016 | Journal

  2. Portfolio Strategies »

    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.

    June 2016 | Journal

  3. Mutual Funds »

    A Second Look at How Target Date Funds Change Their Allocations

    These funds, designed to help investors save for retirement, mostly become more conservative with time, but one has turned more aggressive.

    June 2016 | Journal

  4. Editor's Note »

    Editor's Note

    In my opinion, any financial professional who is being paid for personalized investment advice should adhere to the fiduciary standard.

    May 2016 | Journal

  5. Features »

    Momentum’s Role as a Driver of Stock Prices

    Stocks with high levels of relative strength tend to continue outperforming, but can lead to greater portfolio turnover.

    May 2016 | Journal

  6. Portfolio Strategies »

    Using Cash and Short-Term Bonds to Avoid Taking Losses in Retirement

    Combining a stock and bond allocation with cash and short-term bond funds can help a retiree better endure down markets.

    May 2016 | Journal

  7. Financial Planning »

    The Labor Department’s Fiduciary Rule for Retirement Accounts

    The new rule requires that financial professionals put their clients’ interests first, but investors should not let their guard down.

    May 2016 | Journal

  8. Editor's Note »

    Editor's Note

    In gathering information for my article on strategies for selling, I took advantage of a useful, ubiquitous, but often overlooked tool on our website: the search box. A vast amount of timeless content is available to you at AAII.com with just a few keystrokes.

    April 2016 | Journal

  9. Features »

    Strategies for Selling Stocks, Including Guidelines From Experts

    Disciplined rules for selling can consider a deterioration in the company’s prospects, preset targets and stop limits.

    April 2016 | Journal

  10. Portfolio Strategies »

    Retirement Readiness Is Being Assessed in the Wrong Manner

    No consensus exists on an acceptable risk of outliving savings, and current models don’t reveal the magnitude of the shortfall retirees face.

    April 2016 | Journal

  11. Editor's Note »

    Editor's Note

    We who buy stocks hoping to sell at a higher price can learn something from those who sell stock short with the desire to benefit from a price drop.

    March 2016 | Journal

  12. Portfolio Strategies »

    Six Questions With John Bogle

    The founder of Vanguard explains how investors can maximize long-term wealth and gives advice for how to get grandchildren interested in investing.

    March 2016 | Journal

  13. Portfolio Strategies »

    Rebalancing Update: A Tiny Raise for Retirees

    Even with last year’s volatility, no rebalancing was required. Low inflation caused the withdrawal amounts to increase only slightly.

    March 2016 | Journal

  14. Trading Strategies »

    Shorting: A Strategy for Profiting From Price Declines

    Stocks at risk of falling in price tend to be overpriced and have weakening price movement, growing balance sheets and declining margins.

    March 2016 | Journal

  15. Editor's Note »

    Editor's Note

    As this year's Guide to the Top Mutual Funds shows, 2015 was a tough one to be a stock and bond picker. But don’t be quick to fire your fund manager.

    February 2016 | Journal