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Educated Investor: Delving Into Factor Investing

by AAII Staff | June 16, 2020


This week’s Educated Investor highlights excerpts from our recent webinar with the head of the SEC and a new project AAII is launching to help members develop a workable and holistic wealth plan. Our archive articles this week delve into factor investing and specifically the price-to-book factor, which is currently favoring AAII’s Model Shadow Stock Portfolio approach.

This Week’s Highlight

This week's highlight image

 

 

 

 

 

What the SEC Is Doing for Individual Investors

by Charles Rotblut, Lori J. Schock, Jay Clayton


The SEC chairman and education director address AAII members’ concerns in a wide-ranging discussion covering the volatile markets, investor scams, SEC initiatives and teaching your kids.

 

Members-Only Feature Article

   
 

FEATURE ARTICLE · AAII Members Only

A Process for Creating Your Own Investing Plan

by Charles Rotblut


Our goal is to give you a framework to think through the various aspects of investing—from your goals to monitoring and reviewing your portfolio and investment profile. Introducing AAII’s new project.
 

 

Hand-Selected for You

   
 

Factors Allow Investors to Think Differently About Diversification

by Larry Swedroe


Tilting a portfolio to a small number of factors, including value and size, can increase returns while at the same time reducing risk.
 
   
 

Using Book Value to Judge a Stock’s Worth

by Charles Rotblut


The price-to-book-value ratio is a popular valuation measure among value investors, though most combine it with additional indicators.
 
   
 

Price-to-Book Valuations Currently Favor Shadow Stocks

by John Bajkowski


An enlightening look at the price-to-book relationship between large- and small-company stocks over time.
 

 

Upcoming Digital Event

   
Upcoming Digital Event image  

Retirement Portfolio Analysis: A Multi-Decade Review

presented by Craig Israelsen


Join us Wednesday, June 17, as Craig Israelsen delves into the key variables that impact retirement portfolio survival.

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