Unbiased Investment Education
for Individual Investors like you.
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Piotroski: High F-Score Screen
A contrarian approach that finds stocks with extremely low price-book ratios and underlying financial strength.
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Panel Advises Against Mandated Spreads for Small-Cap Stocks
A proposed pilot program to test wider bid-ask spreads could harm individual investors, says an SEC committee.
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Considerations When Rolling Over a 401(k) to an IRA
FINRA says there are 10 things workers should consider before deciding to use an IRA rollover.
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Sources of Tax-Free Income
J.K. Lasser identified sources of tax-free income that may be less obvious or misunderstood.
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Top AAII Articles
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The Top Mutual Funds Over Five Years: Credit the Bull and the Calendar
Domestic stock and sector funds lead the top performers as a bull market and a calendar shift boost their five-year returns.
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Finding Value and Financial Strength Based on “What Works on Wall Street”
Using James O’Shaughnessy’s recent AAII Journal article as a basis, we identify stocks with favorable valuation, financial strength and earnings quality composite scores.
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Model Fund Portfolio: Replacing a Closed Fund
Fidelity OTC (FOCPX) is being added to replace Yacktman Focused (YAFFX). Plus, Jim’s thoughts on closed mutual funds.
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The Individual Investor’s Guide to Personal Tax Planning 2013
Our annual tax and financial planning guide is designed to help you assess your current tax situation and plan for any changes that may alter your tax liability both this year and next.
AAII Member Question
Previous Week’s ResultsDo you think that Janet Yellen will be able to fulfill the role of Ben Bernanke?
This Week's Question
When evaluating a stock, how do you recognize it as a “growth” stock?A) High price compared to the book value
B) Strong relative price strength
C) High past or expected growth
D) A different valuation not listed here
E) I don’t know how to identify growth stocks
Sentiment Survey
The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.
AAII members are:
| Bullish: | 40.51% |
| Neutral: | 32.86% |
| Bearish: | 26.63% |
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 | -7.6% | 37.4% | 39.7% |
| Fund | -2.0% | 17.9% | 18.2% |
| Data as of 2/7/2014. | |||
AAII Stock Screens
Other Top Leaders:
- 6.3% Rule #1 Investing
- 5.1% Insider Net Purchases
- 3.1% O'Shaughnessy: Tiny Titans
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.
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