Webinar Wednesdays: Stock Splits Wrap-Up

If you missed our Webinar Wednesday on June 9, you can watch it here.

What is a stock split and how do you account for it in your portfolio? In the first segment of this episode of The Individual Investor Show, we discuss stock splits and how to document them in the My Portfolio tool and then discuss recent stock splits that pass our First Cut list. Next, we get an update on robo-advisers with David Goldstone, publisher of The Robo Report. Finally, AAII finance writer Matt Bajkowski shows us how to make the most of the My Screens area of AAII.com to see which stocks pass the strategies you follow and drill down for more information. Questions and comments submitted during this show will be reviewed and may appear in an upcoming episode of The Individual Investor Show.

Post-Webinar Notes

Stock Splits

To Stock Split or Not to Stock Split, by Derek Hageman, in June 2021 AAII Journal
Karate Chop: Recent Stock Splits, by Derek Hageman, in June 2021 AAII Journal
Tracking Basis in Mergers, Splits and Other Corporate Actions
Corporate Announcements
Stock Investor Pro, AAII’s fundamental stock screening and research database

Robo-Advisers

Robo-Adviser 2021 Innovations and Performance Drivers, by Ken Schapiro, in June 2021 AAII Journal
Advice on Evaluating an Adviser From an Industry Veteran
Competition Has Made Indexing a Winner’s Game
Robos Up Investors’ Holdings in Bonds and Index Funds
How Investors Can Overcome Emotional and Social Biases
BackendBenchmarking.com, publisher of The Robo Report

AAII.com My Screens

Screening area of AAII.com
AAII Stock Screens
Factor Screens
Guru Screens
Screen Power Rankings

Mailbag

PRISM Wealth-Building Process
A Fresh Look at Defined-Maturity Bond Funds
Should You Maintain an Allocation to Bonds When Current Rates Are Low?
Rebalancing Update: A Revised Allocation Plus Additional Insights
Key Considerations When Choosing a Target-Date Fund
The Level3 Withdrawal Strategy to Maximize Your Long-Term Wealth