Webinar Wednesdays: Deep Value Wrap-Up

If you missed our Webinar Wednesday on July 21, you can watch it here.

How do you separate the winners from the losers among deep-value stocks? In the first segment of this episode of the Individual Investor Show, we discuss Joseph Piotroski’s nine-point scoring system that makes up one of AAII’s popular stock screens. Next, we reveal the top lower-risk, higher-yielding mutual funds and exchange-traded funds (ETFs) in our latest First Cut lists. Finally, we give you a framework for selecting funds as part of the PRISM Wealth-Building Process. 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

Piotroski Deep-Value Screen Segment

Separating Winners From Losers: Piotroski’s Low Price-to-Book Stocks by Derek Hageman in the July AAII Journal
Piotroski: High F-Score Screen
Simple Methods to Improve the Piotroski F-Score
16 Financial Ratios for Analyzing a Company’s Strengths and Weaknesses
AAII Stock Screens

Retirement Tools Segment (replaced due to scheduling conflict)

Using Bond Ladders and Income Annuities for Retirement Income by Aaron Brask in the July AAII Journal

First Cut Funds and ETFs Segment

Lower-Risk, Higher-Yielding ETFs by Charles Rotblut in the July AAII Journal
Lower-Risk, Higher-Yielding Equity Mutual Funds by Charles Rotblut in the July AAII Journal
Top Considerations When Comparing Funds
Comparing and Contrasting Dividend-Focused ETFs
Avoid Overpaying for Yield

PRISM Wealth-Building Process Segment

Guidelines for Selecting Mutual Funds and ETFs by Charles Rotblut in the July AAII Journal
Understanding Mutual Fund Fees and Expenses
Comparing Funds That Track the Same Index
Active Management Stinks, But It Doesn’t Have To
About the PRISM Wealth-Building Process
PRISM Challenges
Archive of PRISM Articles