Charles Rotblut

Charles Rotblut is a vice president at AAII and editor of the AAII Journal. Follow him on Twitter at twitter.com/charlesrotblut.

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Articles by this Author

Books: "Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio"

Biography:
Charles Rotblut is a vice president of the American Association of Individual Investors. He is the editor of the AAII Journal. He authors the weekly AAII Investor Update e-newsletter and his commentary is published on both Seeking Alpha and Forbes.com.

He has analyzed both publicly traded and privately held companies. Charles' 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 is a graduate of the University of Kansas, where he earned a bachelor's degree in Journalism. He is a holder of the right to use the Chartered Financial Analyst (CFA) designation.

Articles by this Author

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1. Investment Offerings »

   Mutual Fund to ETF Conversion

   Huntington Asset Advisors wants to convert one of its mutual funds to an ETF.

   August 2010 | Journal

2. Editor's Note »

   Editor's Note

   A message from the editor of the AAII Journal.

   July 2010 | Journal

3. Investor Professor »

   Determining Your Allocation at Retirement

   There is no strategy for retirement allocation that universally applies to all investors. The best place to start is to determine your needs.

   July 2010 | Journal

4. Beginning Investor »

   Asset Classes Defined

   The unique characteristics of each asset class lower risk when combined in a portfolio.

   July 2010 | Journal

5. Stock Strategies »

   The Importance of Book Value

   Why the price-to-book ratio is the most effective measure of valuation.

   July 2010 | Journal

6. Editor's Note »

   Editor's Note

   A message from the editor of the AAII Journal.

   June 2010 | Journal

7. Beginning Investor »

   The Benefits of Modern Portfolio Theory

   It is possible to both lower risk and generate higher returns at the same time.

   June 2010 | Journal

8. Portfolio Strategies »

   Sustaining Wealth in an Uncertain Environment

   Successful wealth management involves controlling expenses, finding good values and assessing how much risk can be taken.

   June 2010 | Journal

9. Editor's Note »

   Editor's Note

   A message from the editor of the AAII Journal.

   May 2010 | Journal

10. 

    Features »

    Investing in Health Care Reform

    Health care mutual fund managers reveal which industries could benefit and which could suffer from the new law.

    May 2010 | Journal

11. Beginning Investor »

    The Basics of Portfolio Allocation

    Learn what an asset class is and get some simple allocation strategies.

    May 2010 | Journal

12. Editor's Note »

    Editor's Note

    Editor's Note - A message from the editor of the AAII Journal - A look at what's in the April 2010 AAII Journal.

    April 2010 | Journal

13. Beginning Investor »

    Beginning Investor: How to Start

    Beginning investors can learn how to take that first step in this new column.

    April 2010 | Journal

14. Investor Professor »

    Proxy Voting

    Proxy ballots give investors a voice and proxy materials contain important information.

    April 2010 | Journal

15. 

    Mutual Funds »

    The Top Funds Over Five Years: Finding Common Themes in a Volatile Market

    Our annual review of the mutual funds with the highest performance over the past five years shows that diversification worked. See which funds led their categories and which five funds delivered the highest returns overall.

    March 2010 | Journal

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