AAII: The American Association of Individual Investors
Past Journal Issues:

Receive a FREE copy of this month's AAII Journal today

100% Privacy Guaranteed.

Editor's Note

By Charles Rotblut, CFA

Simpler solutions often work better than complex ones.

This is a statement I believe applies to investing. Though some complexity is inevitable, the degree to which it is needed is far less than some in the investment industry would have you believe.

Consider asset allocation. Mathematically, it is possible to determine the proper mix of assets to achieve an optimum level of volatility for a desired return, and vice versa. For most investors, having a portfolio that sits right on the efficient frontier (where risk and return are optimally balanced) is nowhere near as important as it is to have a portfolio they understand and can stick with.

Continue Reading »

The AAII Journal

Free to members and published 12 times a year, the AAII Journal provides you with a continuing stream of insight and ideas that focus on how you can improve your investment results. Unlike most magazines, the AAII Journal is unbiased, educational and contains no advertising.

Below you can review the types of articles and topics we offer or, better yet, sign up for a FREE copy of the AAII Journal on the right of this page.

July 2018 Issue »


For Bucket Portfolios, the Devil Is in the Details

By Christine Benz

Guidance on implementing a bucket strategy in a real world portfolio, including portfolios with more than one type of account.

Explore the Many Benefits of AAII Membership...

The AAII Journal
The AAII Journal provides you with investment ideas, insights and direction that are designed to make you a smarter and more successful investor. Click here to get a free copy.
Your ticket to valuable AAII stock screens, model portfolios, investment mini-courses, FREE investor e-books and extensive investment research. Forbes Magazine says, "Best articles ... best stock screens."
AAII Model Portfolios
With a long history of beating the market, our portfolios give you proven, practical, real-world investment guidance and instruction. We offer Fund, ETF and Stock models free to all members.
Guide to the Top Mutual Funds
Providing data and insights on over 700 promising mutual funds, this guide will help direct you to the funds that are worthy of both your time and your money.
Stock Reports and Research
Through our long standing relationship with Standard & Poor's, members receive in-depth reports for a number of indexes and corporations.
Lists of Winning Stocks
AAII Stock Screens provide the investment philosophies and passing company lists from some of the most promising professionals and academics. Warren Buffet, Peter Lynch, John Neff and over 50 others are covered.
Local Chapter Membership
You get free enrollment to your choice of over 50 local AAII chapters plus numerous special interest groups around the country.