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Articles belonging to ‘Messages’

What Members Are Asking Online

First Quarter 2014 by CI Staff
Questions on portfolio rebalancing, where to find fundamental ratios, how the AAII stock screens are tracked and how to build an all-ETF portfolio from AAII’s Model Fund Portfolio.

What Members Are Asking Online

Fourth Quarter 2013 by CI Staff
Questions on how to get started in AAII’s Model Shadow Stock Portfolio, where to see a style breakdown for total market funds, locating a retirement calculator, and using the payout ratio.

What Members Are Asking Online

Third Quarter 2013 by CI Staff
Questions on when to use an investment adviser and whether Apple products are suitable for investors, plus clarification on AAII’s Model Shadow Stock Portfolio purchase rules.

What Members Are Asking Online

Second Quarter 2013 by CI Staff
Questions on portfolio management programs, AAII’s Model Shadow Stock Portfolio and the Treynor ratio.

What Members Are Asking Online

First Quarter 2013 by CI Staff
Questions on AAII’s Model Shadow Stock Portfolio, Stock Superstars Report and Stock Screens. Plus, how to install David Herron’s Portfolio Optimization program.

What Members Are Asking Online

Fourth Quarter 2012 by CI Staff
Questions on word usage, following the Model Shadow Stock Portfolio and generating income in retirement.

What Members Are Asking Online

Third Quarter 2012 by CI Staff
Questions on where to find historical financial statements and options instruction, plus how to access our DuPont analysis spreadsheet.

What Members Are Asking Online

Second Quarter 2012 by CI Staff
Questions about the Altman Z-Score and AAII’s Model Shadow Stock Portfolio, plus comments on the limitations of Quicken for the Mac and a suggested alternative.

What Members Are Asking Online

First Quarter 2012 by CI Staff
Questions about AAII Stock Screens and Model Portfolios, plus where to find a discount broker and a portfolio management program to fulfill specific needs.

What Members Are Asking Online

Fourth Quarter 2011 by CI Staff
Questions on finding portfolio management tools, realizing gains and losses, and using the AAII stock screens.

What Members Are Asking Online

Third Quarter 2011 by CI Staff
Questions on sharing AAII content and on passing company lists for the AAII Model Shadow Stock Portfolio and stock screens.

What Members Are Asking Online

Second Quarter 2011 by CI Staff
Questions on stock screening, the accumulation/distribution line, and AAII’s Simple Valuation Spreadsheet.

What Members Are Asking Online

First Quarter 2011 by CI Staff
Questions on investing in exchange-traded funds (ETFs) and using AAII’s Piotroski stock screen.

What Members Are Asking Online

Fourth Quarter 2010 by CI Staff
Members answer a request for alternate ways to download data into Captools, and Quant IX explains the difference between their two portfolio programs. Plus, an alert from a member on watching for fee changes to no-transaction-fee mutual funds.

What Members Are Asking On-Line

Third Quarter 2010 by CI Staff
Member-to-member queries on Excel plug-ins and Captools support, plus comments on our Online Discount Brokers Comparison.

What Members Are Asking On-Line

Second Quarter 2010 by AAII Staff
Comments on our Roth IRA spreadsheet, and a clarification on tracking bonds in Investment Account Manager sent in by Quant IX's president.

What Members Are Asking On-Line

First Quarter 2010 by AAII Staff
Questions on MSN Money retiring its Investment Toolbox, and comments on our recent review of portfolio management software.

What Members Are Asking On-Line

Fourth Quarter 2009 by AAII Staff
Comments on AAII’s survey of on-line discount brokers and a correction to CI’s on-line article interpreting the Magic Formula approach.

Messages: What Members Are Asking On-Line

Third Quarter 2009 by AAII Staff
Questions on the difference between our two Buffett growth screens, when the AAII Shadow Stock portfolio data is updated, and where to get daily reports of earnings announcements.

What Members Are Asking On-Line

Mar/Apr 2009 by CI Staff
Questions on importing Money data into Quicken, Sharebuilder on-line broker, and how relative strength is defined. Plus, a request for open source investment software.

What Members Are Asking On-Line

Jan/Feb 2009 by CI Staff
Comments posted on-line and messages sent by E-mail include criticism of Morningstar.com data on closed-end funds and questions on where to find total return statistics and how to evaluate the effectiveness of electronic trading tools.

Messages: What Members Are Asking On-Line

Nov/Dec 2008 by CI Staff
MoneyPools responds to one of our member's problems using their on-line portfolio tracking service. Plus, questions on the status of Quicken.com and where to find mutual fund screening tools on-line.

Messages: What Members Are Asking On-Line

Sep/Oct 2008 by CI Staff
Comments and questions on our AAII Sentiment Survey and ETF resources. Plus, clarification on trading with Phil Town's Rule #1 approach, and a Mac user's search for investment software.

Messages: What Members Are Asking On-Line

Jul/Aug 2008 by CI Staff
Comments and questions on our AAII Stock Screens. Plus, information on FOLIOfn's unique portfolio brokerage service, and where to find total return charts for stocks on-line.

Messages: What Members Are Asking On-Line

May/Jun 2008 by CI Staff
Comments and questions on our comparison of technical analysis programs, including a letter from BeeSoft explaining why we erroneously reported that their ProTA programs had been discontinued. Plus, an explanation of how to calculate cost basis in the event of a spin-off.