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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. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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

  7. 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

  8. Investor Professor »

    How to Read a 10-K Filing

    This annual report, required by the SEC, offers insight into a company’s business and the potential risks shareholders may face.

    July 2015 | Journal

  9. Editor's Note »

    Editor's Note

    A new study proposes that there may be a single psychological mechanism influencing how regret influences trading decisions.

    June 2015 | Journal

  10. Features »

    Understanding Asset Bubbles and How to React to Them

    Bubbles are based on stories, and the stories always change. Nonetheless, diversification and common sense can help protect you.

    June 2015 | Journal

  11. Financial Statements »

    Using Book Value to Judge a Stock’s Worth

    The price-to-book-value ratio is a popular valuation measure among value investors, though most combine it with additional indicators.

    June 2015 | Journal

  12. Editor's Note »

    Editor's Note

    The outcome of our portfolios depends in part on luck: the cumulative return of the securities or funds that are invested in and the sequence in which those returns occurred.

    May 2015 | Journal

  13. Portfolio Strategies »

    The Sequence in Which Returns Occur Affects Your Wealth

    The timing of positive and negative returns significantly impacts wealth, particularly if withdrawals are taken or other changes are made.

    May 2015 | Journal

  14. Stock Strategies »

    How to Analyze Financial Companies

    The manager of the T. Rowe Price Financial Services fund explains how the analysis of banks, insurance companies and investment banking firms differs from companies in other sectors.

    May 2015 | Journal

  15. Investor Professor »

    Earnings Estimates

    Earnings surprises and earnings estimates revisions can drive stock price momentum.

    May 2015 | Journal