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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 »

    The Role of Luck and Skill in Investing

    Since luck plays a bigger role than skill in influencing investment returns, investors need to focus on their portfolio management process.

    September 2013 | Journal

  2. Beginning Investor »

    Debunking Stock Investing Myths

    Avoiding these seven myths can make a substantial difference in your wealth.

    September 2013 | Journal

  3. Portfolio Strategies »

    Diversification’s Role as a Risk-Reduction Tool

    The correlation among the assets you own, instead of the number, is what determines your portfolio’s diversification.

    September 2013 | Journal

  4. Exchange-Traded Funds »

    The Top ETFs Over Three Years: Consumer Spending Makes an Impact

    Four consumer discretionary ETFs ranked among the 10 best-performing funds, including one ETF that is making its third consecutive appearance on the list.

    September 2013 | Journal

  5. Editor's Note »

    Editor's Note

    A look at what's inside the August 2013 AAII Journal.

    August 2013 | Journal

  6. Editor's Note »

    Editor’s Note

    A look at what's in the July 2013 AAII Journal.

    July 2013 | Journal

  7. Editor's Note »

    Editor's Note

    A look at what's in the June 2013 AAII Journal.

    June 2013 | Journal

  8. Stock Strategies »

    Valuations, Inflation and Real Returns

    The Yale economics professor explains why he looks at 10 years of earnings and the importance of factoring in inflation when valuing assets.

    June 2013 | Journal

  9. Trading Strategies »

    Is the AAII Sentiment Survey a Contrarian Indicator?

    Both optimism and pessimism have had periods where they have stayed at high levels; low levels of optimism have had the highest correlation with market reversals.

    June 2013 | Journal

  10. Retired Investor »

    Determining When to Switch to the RMD

    Determining when to change from the 4% withdrawal rule to the RMD depends in part on your age and the types of retirement accounts you own.

    June 2013 | Journal

  11. Editor's Note »

    Editor's Note

    A look at what's in the May 2013 AAII Journal.

    May 2013 | Journal

  12. Stock Strategies »

    Insights on Warren Buffett From His Friend and Editor

    The pro-bono editor of Buffett’s annual shareholder letter speaks about his investing and management process.

    May 2013 | Journal

  13. Portfolio Strategies »

    Taking Retirement Withdrawals From a Fund Portfolio

    A portfolio that could have been duplicated by investors is used to demonstrate how to take withdrawals and the potential pitfalls that are encountered.

    May 2013 | Journal

  14. Portfolio Strategies »

    Addendum: Adjusting Retirement Withdrawals for Inflation

    An addendum to the May 2013 AAII Journal article “Taking Retirement Withdrawals From a Fund Portfolio” that takes inflation into account when calculating withdrawal amounts.

    May 2013 | Journal

  15. Editor's Note »

    Editor's Note

    A look at what's in the April 2013 AAII Journal.

    April 2013 | Journal