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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. Stock Strategies »

    Using Quantitative Strategies to Pick Winning Mid-Cap Stocks

    The co-manager of a top-performing mid-cap mutual fund explains how a quantitative process leads to better stock selection and portfolio management.

    September 2012 | Journal

  2. Editor's Note »

    Editor's Note

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

    August 2012 | Journal

  3. Editor's Note »

    Editor's Note

    At look at what's in the July 2012 AAII Journal.

    July 2012 | Journal

  4. Retired Investor »

    Allocating for Final Goals

    Allocating for expenditures such as a charitable legacy simply requires budgeting and segregating the amount away from your retirement savings.

    July 2012 | Journal

  5. Editor's Note »

    Editor's Note

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

    June 2012 | Journal

  6. The Alternative Portfolio: Diversifying Away From a Traditional Allocation image

    Features »

    The Alternative Portfolio: Diversifying Away From a Traditional Allocation

    This portfolio has different return characteristics than a portfolio of large-cap stocks and long-term Treasuries, but was capable of beating inflation.

    June 2012 | Journal

  7. Portfolio Strategies »

    Using Asset Allocation for Protection and Growth

    Asset allocation involves both protecting assets and preserving purchasing power. Both can be accomplished through a balance of growth and defense.

    June 2012 | Journal

  8. Financial Planning »

    Dishonesty, Choices and Investing

    The financial industry’s bad incentive structure leads to higher costs, but investors can counteract dishonesty simply by asking direct questions.

    June 2012 | Journal

  9. Editor's Note »

    Editor's Note

    A look at what's inside the May 2012 AAII Journal.

    May 2012 | Journal

  10. Editor's Note »

    Editor's Note

    A look at what's in the April 2012 issue of the AAII Journal.

    April 2012 | Journal

  11. Editor's Note »

    Editor's Note

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

    March 2012 | Journal

  12. The Top Funds Over Five Years: Bond Funds Take the Lead image

    Features »

    The Top Funds Over Five Years: Bond Funds Take the Lead

    Out of the 10 top-ranking mutual fund categories, nine are in the bond arena, thanks to falling interest rates and weak five-year returns for stocks.

    March 2012 | Journal

  13. Portfolio Strategies »

    Portfolio Rebalancing: Diversification, Risk Control and Withdrawals

    Rebalancing maintains the benefits of diversification, provides a hedge against behavioral mistakes and works with annual withdrawals.

    March 2012 | Journal

  14. Editor's Note »

    Editor's Note

    A look at what's in the February 2011 AAII Journal.

    February 2012 | Journal

  15. Investing Basics »

    Choosing Between Mutual Funds and ETFs

    The decision to own a mutual fund or an exchange-traded fund (ETF) is dependent on a variety factors.

    February 2012 | Journal