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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. 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

  2. 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

  3. Editor's Note »

    Editor's Note

    This is the third time in five years I’m discussing our legislators in a January issue of the AAII Journal. In mid-December, Congress retroactively reinstated many so-called tax extenders, including the ability to make charitable contributions from individual retirement accounts in lieu of required minimum distributions and the option to deduct state and local sales taxes.

    January 2016 | Journal

  4. Financial Planning »

    The Changes to Social Security Claiming Strategies

    Couples will no longer be able to use file and suspend and restricted applications, increasing the importance of considering each spouse’s longevity.

    January 2016 | Journal

  5. Editor's Note »

    Editor's Note

    An overview of the positive and negative implications of low inflation on 2016 taxes.

    December 2015 | Journal

  6. Editor's Note »

    Editor's Note

    The selection of an investing approach to follow is a very personal one. Fully acknowledging your personality, what you are truly willing to do and what you won’t do can go a long way toward helping you achieve your long-term goals.

    November 2015 | Journal

  7. Stock Strategies »

    A Behind-the-Scenes Look at How Trades Are Executed

    The stock market has grown more complex with exchanges, alternative trading platforms and internalizers all competing for orders.

    November 2015 | Journal

  8. Editor's Note »

    Editor's Note

    On August 24, the process for executing buy and sell orders in the stock market did not work as it should have. We'll be covering liquidity and other market issues so you can better handle surprises.

    October 2015 | Journal

  9. Behavioral Finance »

    Investing Strategies for an Irrational Brain

    The human brain often does not make profit-maximizing decisions, but these actionable strategies can help avoid behavioral errors.

    October 2015 | Journal

  10. Exchange-Traded Funds »

    Why Aren’t There More Active ETFs?

    A requirement to reveal holdings daily has deterred active managers from launching ETFs; NextShares thinks it has a solution.

    October 2015 | Journal

  11. Editor's Note »

    Editor's Note

    A sign of the exchange-traded fund (ETF) industry’s maturity is the change in our annual ranking of the top-performing ETFs: We now have enough data to rank funds based on five-year returns.

    September 2015 | Journal

  12. Portfolio Strategies »

    Frontier Markets Offer Growth From a Very Diverse Set of Economies

    These smaller countries have strong growth prospects and companies that are often oligopolies or monopolies tied to multinational corporations.

    September 2015 | Journal

  13. Stock Strategies »

    Oakmark Funds’ Long-Term Approach to Stock Investing

    The Oakmark process focuses on good businesses trading at good prices with capable management teams.

    September 2015 | Journal

  14. Editor's Note »

    Editor's Note

    The real story behind the recent sound-bite attack on exchange-traded funds by activist investor Carl Icahn.

    August 2015 | Journal

  15. Editor's Note »

    Editor's Note

    True contrarian investing can be accomplished in a number of ways. But the benefits to investing differently from the crowd are undisputed.

    July 2015 | Journal