New From AAII: Specific Guidance on Stock and Fund Selection
by James B. Cloonan
For over 25 years, AAIIs major emphasis has been on investment education and information. Our preferred function has been to prepare individual investors to be their own advisors, and to provide the necessary data and systems to help them in that effort.
Over the years, however, we became increasingly aware that many of our members wanted more specific help. We responded to this need gradually, and last year took the major step of offering a complete portfolio advisory service (our Stock Superstars Report; www.stocksuperstars.com) for those members who wanted it.
In this article
- The Individual Investor's Shadow Stock Portfolio
- The Individual Investor's Fund Portfolio
- Selecting the Funds
- Other Criteria
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From conversations with members, we have found that there is a need for an intermediate level of support—not a complete stock advisory letter, but some specific guidance for individuals in developing an effective investment program. Over the next months, you will see this initiative develop in a number of ways, including in my A Matter of Opinion column.
To read more, please become an AAII member or CLICK HERE.