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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

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

    May 2013 | Journal

  2. 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

  3. 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

  4. 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

  5. Editor's Note »

    Editor's Note

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

    April 2013 | Journal

  6. 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

  7. 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

  8. Editor's Note »

    Editor's Note

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

    March 2013 | Journal

  9. 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

  10. Editor's Note »

    Editor's Note

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

    February 2013 | Journal

  11. Editor's Note »

    Editor's Note

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

    January 2013 | Journal

  12. Editor's Note »

    Editor's Note

    A look at what's in the December 2012 AAII Journal.

    December 2012 | Journal

  13. Beginning Investor »

    Choosing Between Bonds and Bond Funds

    Deciding whether to invest directly in individual bonds or to use bond funds involves considering many factors, including the desire for simplicity or a predictable return.

    December 2012 | Journal

  14. Editor's Note »

    Editor's Note

    A look at what's in the November 2012 AAII Journal.

    November 2012 | Journal

  15. Tax Strategies »

    U.S. Fiscal Uncertainty and Your Portfolio

    Portfolio actions to consider regardless of whether the pending fiscal cliff occurs or is avoided.

    November 2012 | Journal