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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. Target Date Funds: A Simple Premise, but Underlying Complexities image

    Features »

    Target Date Funds: A Simple Premise, but Underlying Complexities

    Target date funds offer a single, diversified portfolio that grows more conservative over time, but the simplicity of their pitch masks underlying complexities.

    October 2012 | Journal

  2. Beginning Investor »

    Setting Up and Managing Your 401(k)

    Basic guidelines and strategies for setting up and effectively managing your 401(k) retirement plan.

    October 2012 | Journal

  3. Editor's Note »

    Editor's Note

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

    September 2012 | Journal

  4. Exchange-Traded Funds »

    The Top ETFs Over Three Years: Real Estate Dominates

    Five real estate funds led all ETFs in terms of three-year returns. Dividend-focused ETFs led many equity fund categories.

    September 2012 | Journal

  5. 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

  6. Editor's Note »

    Editor's Note

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

    August 2012 | Journal

  7. Editor's Note »

    Editor's Note

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

    July 2012 | Journal

  8. 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

  9. Editor's Note »

    Editor's Note

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

    June 2012 | Journal

  10. 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

  11. 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

  12. 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

  13. Editor's Note »

    Editor's Note

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

    May 2012 | Journal

  14. Editor's Note »

    Editor's Note

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

    April 2012 | Journal

  15. Editor's Note »

    Editor's Note

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

    March 2012 | Journal