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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. Behavioral Finance »

    Trading More Frequently Leads to Worse Returns

    The stocks investors buy, on average, underperform the ones they sell due to behavioral errors, such as overconfidence.

    November 2014 | Journal

  2. Editor's Note »

    Editor's Note

    There is broad debate about how exactly you should go about allocating your portfolio. The October 2014 AAII Journal reviews the options with guidance on choosing the right one for you.

    October 2014 | Journal

  3. Portfolio Strategies »

    Don’t Over-Rely on Historical Data to Forecast Future Returns

    Historical risk may be a reasonably good predictor of future risk, but past returns are a rotten predictor of future returns.

    October 2014 | Journal

  4. Portfolio Strategies »

    Choosing the Right Portfolio Allocation Approach for You

    This overview of six common asset allocation approaches will help you determine which method will work best for your portfolio.

    October 2014 | Journal

  5. Stock Strategies »

    Weight by Fundamentals, Not by Price

    Weighting stocks in a portfolio based on their fundamentals prevents the systematic overweighting of the overvalued and underweighting of the undervalued.

    October 2014 | Journal

  6. Financial Statements »

    Valuing a Company Based on Its Revenues

    The price-to-sales ratio is considered to be one of the “cleanest” valuation multiples; it is also more tied to profit margin than you may realize.

    October 2014 | Journal

  7. Portfolio Strategies »

    Allocate by Market Weight (And Adjust for Personal Circumstances)

    Weight your stock and bond allocations in accordance with the market if you want to take the risk incurred by the average investor.

    September 2014 | Journal

  8. Exchange-Traded Funds »

    The Top ETFs Over Three Years: Health Care Takes Top Four Spots

    Health care ETFs controlled the four top spots and six of the top 10. The only non-sector funds in the top 10 list invest in IPOs and spin-offs.

    September 2014 | Journal

  9. Editor's Note »

    Editor's Note

    We are seeing a grand experiment play out as the American retirement system continues to shift from defined-benefit plans to defined-contribution plans. How are we faring?

    September 2014 | Journal

  10. Editor's Note »

    Editor's Note

    In conjunction with this issue's Guide to ETFs, comments on recent proposals put before the SEC for structuring actively managed exchange-traded funds.

    August 2014 | Journal

  11. Editor's Note »

    Editor's Note

    A look at what's in the July 2014 AAII Journal.

    July 2014 | Journal

  12. Mutual Funds »

    Common Investor Mistakes and Other Investing Insights

    In the second part of our interview with John Bogle, he discusses how investors commonly put too much emphasis on past performance. Plus, he offers his views on high-frequency trading.

    July 2014 | Journal

  13. Beginning Investor »

    The Tax Consequences of Investing

    Some investment actions cost you money; others reduce out-of-pocket expenditures.

    July 2014 | Journal

  14. Investor Professor »

    Cash Dividend Types, Dates and Taxes

    The various dividend terms all have important implications for your portfolio.

    July 2014 | Journal

  15. Editor's Note »

    Editor's Note

    A look at what's in the June 2014 AAII Journal.

    June 2014 | Journal