A New Look for AAII.com, Plus Remembering William O'Neil
by Charles Rotblut | June 08, 2023
Yesterday, we launched a redesigned version of the AAII website. In making the change, we set out to do more than just apply a fresh coat of paint. We wanted to make the site a more engaging, accessible and seamless experience for all AAII members. In doing so, we listened to and incorporated the thoughts and suggestions from AAII members.
You can watch a webinar that shows you how to take full advantage of the redesigned website, but I want to highlight some of the changes here.
One of the things you may notice right off the bat is a new navigation menu at the top of every page. The navigation is now more intuitive to help you find what you need quickly and easily.
Similarly, we’ve made the My AAII tools more accessible. These tools are a member benefit I encourage you to take advantage of.
My Library allows you to save AAII Journal articles to your personal library (which includes useful folders if you are saving more than just a few articles). My Stock Screens compiles the AII Stock Screens that you are most interested in. My Portfolio allows you to track the stocks you own and/or are interested in. Plus, if you use My Portfolio, My Stock Screens will tell you if any of the stocks held in your portfolio are passing one or more of the AAII Stock Screens. My Preferences allows you to update your email address, postal address, email subscriptions, password and AAII Local Chapter preferences.
Another change is the AAII Sentiment Survey page. We’ve added new charts to help you track the trends as well as a brand-new interactive map showing how sentiment varies across the U.S. If you follow the survey results, I think you’ll find it interesting.
Rest assured that your favorite features and pages are still on the website.
This was not a one-and-done change. We’re continuing to work on additional improvements. For example, new online mutual fund and exchange-traded fund (ETF) guides are forthcoming. They will make researching funds even easier. (And if you’re an A+ Investor or Platinum subscriber, new mutual fund and ETF screeners are on their way too!)
There are further upgrades sitting in our backlog of projects. Many are based on feedback given to us by AAII members and target your evolving needs.
To give your feedback on the home page, or for any questions, simply email members@aaii.com.
In Memory of William O’Neil
Over the weekend, I heard about the death of William O’Neil. He died at age 90 on May 28, 2023.
O’Neil started Investor’s Business Daily (IBD) in 1984. He is perhaps even better known for his CAN SLIM method of investing.
CAN SLIM was introduced to AAII members by O’Neil in the April 1999 AAII Journal. He went on to contribute several more articles to the AAII Journal. CAN SLIM also serves as the underlying basis for one of the strategies used in the Stock Superstars Report (SSR) as well as three of the AAII Stock Screens.
A longer tribute is due, and I will include it in a future AAII Investor Update. Matt Markowski will also be discussing O’Neil in his SSR weekly commentary.
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Growth Stock Selection: Covering All the Analysis Bases
In William O’Neil’s first article for AAII, he taught us that the best starting point when selecting growth stocks is to focus on the common traits of the biggest stock market winners of the past. This is a lesson we’ve used and built upon over the years in various AAII Stock Screens and model portfolios. -
When to Sell Stocks to Cut Your Losses
Another article William O’Neil contributed to the AAII Journal laid out a clear rule-based selling strategy to limit your losses when a stock doesn’t pan out. -
Ratios for Determining a Company’s Strengths and Weaknesses
Financial ratios can elevate investor knowledge and create a more detailed picture about a company’s stability, competitive position and profitability. -
Key Numbers for Your Retirement Prep Checklist
You can retire with confidence by estimating four numbers that are used to calculate a Secure Income Score. -
PRISM Step 5: Monitoring Your Allocation, Progress and Life Stages
In her latest My Investing Discoveries blog post, Anine Sus uses the PRISM Wealth-Building Process to see if her allocation has shifted, check progress on her goals and decide if anything needs to change based on her life stage. -
Unveiling AAII’s Website Transformation
Watch this webinar that lifts the curtain on AAII’s brand-new website and demonstrates how it can enhance your investing knowledge and help you quickly find answers to your investing questions.
Members are looking for your input. Can you help with this question from the Allocation Strategies Community?
“Do you use William O’Neil’s CAN SLIM approach to guide your search for potential growth stocks and adjust your portfolio composition to better capitalize on earnings acceleration?”
Tap the button and then choose the Join the Community button on the right to answer this question in the AAII Community
Answer This Question in the AAII Community »
AAII Sentiment Survey
Optimism shot up and is above average for the first time since February 2023 in the latest AAII Sentiment Survey. Neutral sentiment decreased, while bearish sentiment plunged below average after a 15-week streak of above-average readings.
Bullish sentiment, expectations that stock prices will rise over the next six months, increased 15.5 percentage points to 44.5%. This puts optimism above its historical average of 37.5% for the first time since February 2023. Bullish sentiment was last higher on November 11, 2021 (48.0%).
Neutral sentiment, expectations that stock prices will stay essentially unchanged over the next six months, decreased 3.0 percentage points to 31.2%. Neutral sentiment is below the historical average of 31.5% for the fourth time out of the past 23 weeks.
Bearish sentiment, expectations that stock prices will fall over the next six months, plunged 12.5 percentage points to 24.3%. After a 15-week streak of above-average readings, bearish sentiment fell to its lowest level since November 11, 2021 (24.0%).
The bull-bear spread (bullish minus bearish sentiment) rose to 20.2%, up 28.0 percentage points. The bull-bear spread is at its highest level since November 11, 2021 (24.0%).
This week’s special question asked AAII members what their perception is of the current state of the housing market. Here are the responses:
- Strong: 16.3%
- Mixed: 55.2%
- Weak: 22.9%
- Not sure/No opinion: 5.2%
Bullish: 44.5%, up 15.5 points
Neutral: 31.2%, down 3.0 points
Bearish: 24.3%, down 12.5 points
Bullish: 37.5%
Neutral: 31.5%
Bearish: 31.0%
See more Sentiment Survey results.
AAII Asset Allocation Survey
Individual investors’ exposure to fixed income pulled back in May, retreating from its 26-month high set in April 2023. The May AAII Asset Allocation Survey also shows slightly higher equity allocations and a small change in cash allocations.
Stock and stock fund allocations increased by 0.9 percentage points to 65.2%. The increase keeps stock and stock fund allocations above their historical average of 61.5% for the 36th consecutive month.
Bond and bond fund allocations decreased by 0.9 percentage points to 14.8%. May was the 27th consecutive month with fixed-income allocations below their historical average of 16.0%.
Cash allocations increased by a modest 0.1 percentage points to 20.0%. Cash allocations are below their historical average of 22.5% for the sixth consecutive month.
Pessimism in the weekly AAII Sentiment Survey pulled back from unusually high levels during the second half of May. Large-cap stocks—particularly large-cap growth—fared well during May. The gains in equity were not widespread, however, as mid-cap, small-cap and value stocks all declined.
- Stocks and Stock Funds: 65.2%, up 0.9 percentage points
- Bonds and Bond Funds: 14.8%, down 0.9 percentage points
- Cash: 20.0%, up 0.1 percentage points
- Stocks: 33.6%, up 3.1 percentage points
- Stocks Funds: 31.6%, down 2.3 percentage points
- Bonds: 4.3%, down 0.6 percentage points
- Bond Funds: 10.6%, down 0.3 percentage points
- Stocks/Stock Funds: 61.5%
- Bonds/Bond Funds: 16.0%
- Cash: 22.5%
Take the Asset Allocation Survey.
June 1, 2023 When Inflation Has Outpaced Both Stocks and Bonds
May 25, 2023 VIX Trading Strategies (In Case Stocks Become More Volatile)
May 18, 2023 May Charts of Interest: Is the Fed Done Raising Rates?
May 11, 2023 Continue to Hold I Bonds or Sell Them?
Discussion
Earl Nelson from SC posted over 3 years ago:
I am an A+ member. This morning I went to run my usual downloads of the specific securities within particular Guru screens. I could not find a way to export to Excel, not the history of the screen, the securities presently making the cut. This is a real problem for me. Did I miss something on the new website layout? It amazes me how many times data service providers change design and offerings and wind up removing value from their product.
Kevin M from Ohio posted over 3 years ago:
Where do I find "Did you Know" in the new website. This was a Friday article showing tips on what was in or around aaii.com and A+investor And - can you put the link back to "weekly journal"
Kent Nash - Life from TX posted over 3 years ago:
The new website does not work correctly for me. When I try to open the website using www.aaii.com I get a website page that is not the new website. Before I can log in I am shifted to a page that is trying to sell me the $2 trial for subscribing to the DI. Aside from the fact that I am already a full subscriber to DI, I have not been able to find a way to shut down the page and get to the new website page. I have to exit the entire website and try again. The bottom line is that when I try to open your new website it does not allow me to login and therefore I am completely excluded from using the AAII website. Help!!
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