Unbiased Investment Education
for Individual Investors like you.
-
O’Shaughnessy: Tiny Titans Screen
Micro-cap stocks with low price-to-sales ratios and strong price momentum are what this screen finds.
READ MORE ›
-
High CEO Compensation Hurts Shareholders
An analysis of mostly S&P 1500 Super Composite firms found an inverse relationship between CEO compensation and stock price performance.
READ MORE ›
-
Be Aware of IRA Rollover Rules
The tax code limits tax-free rollovers to one per year for a traditional IRA account, but a new tax court ruling will result in an even stricter rule.
READ MORE ›
-
Lifetime Investment Strategy
A timeless guide to understanding risk and its relationship to return as well as successfully managing your stock portfolio.
READ MORE ›
Top AAII Articles
-
The Case for Systematic Decision-Making
Though human expertise is needed to design models, models perform better than humans because they aren’t subject to behavioral biases.
-
Selecting a Valuation Method to Determine a Stock’s Worth
Guidance on when it makes sense to compare a stock’s price to fundamental factors or other companies, and when a stock’s absolute value should be calculated instead.
-
Crowdfund Investing: An Exciting New Alternative for Individual Investors
Individual investors may soon get the opportunity to participate in crowdfunded investments. The keys to analyzing platforms and investments.
-
Updating Modern Portfolio Theory for Investor Behavior
The optimal portfolio is not only based on the expected risk and return of the investments, but considers an investor’s tolerance for risk.
AAII Member Question
Previous Week’s ResultsRelative valuation models assess the current price of an equity compared to some underlying fundamental factor relative to other companies. Absolute valuation assesses, independently of the price, the current intrinsic value of a company. Which do you use when analyzing companies?
This Week's Question
How do you think the NASDAQ composite index will perform the rest of 2014? A) Will end the year within 5% of where it is now
B) Will gain no more than 10% the rest of the year
C) Will gain more than 10% the rest of the year
D) Will lose no more than 5% the rest of the year
E) Will lose more than 10% the rest of the year
Sentiment Survey
The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.
AAII members are:
| Bullish: | 34.50% |
| Neutral: | 39.47% |
| Bearish: | 26.02% |
AAII Discussions
Connect with other AAII Members by engaging in a discussion of various topics.
Start Now »AAII Model Portfolios
Throughout the year, AAII updates you on the holdings, performance and investment strategy behind our research portfolios.
| Model Portfolio (For Members Only) |
Annualized Return | ||
| YTD Return | 1-Year Return | 5-Year Return | |
| Shadow Stock | -3.4% | 27.0% | 42.3% |
| Fund | 3.4% | 19.1% | 20.9% |
| Data as of 3/31/2014. | |||
AAII Stock Screens
Other Top Leaders:
- 19.7% O'Shaughnessy: Tiny Titans
- 17.8% Piotroski: High F-Score
- 16.6% Lynch
Sign Up to Receive Local Chapter Meeting Invites
AAII Local Chapters offer investment education to members in a "person to person" social setting located in your own community.
Recent meetings have included:
"Nest-Egg Survival: Investing and Spending in Retirement"Maria Crawford Scott, Former editor, AAII Journal
"Today's Investment Outlook"Sam Stovall, Chief investment strategist, S&P Equity Research Services
"The Importance of Tax Diversification: What You Need to Know"Christine Fahlund, senior financial planner, T. Rowe Price, Inc.
Retirement Planning: Misconceptions About Life in Retirement
"Some people spend more time planning a two-week vacation than they do retirement planning."
—Anonymous
Retirement is a passage from one lifestyle to another. One way to think of the term "retire" is by placing a hyphen between the 'e' and the 't' and creating a new term—re-tire: To put on new treads.
Those who take the voyage seriously and do the right kind of retirement planning usually have a smoother trip and more fun.
Discussions with seasoned retirees indicate that there are many myths and misconceptions about retirement. Often you will hear these myths stated as fact. Here are some of the most common ones.
Read More »
