THE AAII JOURNAL MARCH 2026 ISSUE
COVER ARTICLE
How the Components of A+ Grades Help You Analyze Stocks
Combining the criteria behind multiple grades provides more robust analysis than relying on a single factor.
Features
in First Cut Stocks,A+ Stock Grades,Stock Strategies
Stocks With Good A+ Investor Grades
Companies showing strength across all five factors may warrant closer attention as investors look for opportunities supported by both fundamentals and market momentum.
in AAII How-To,Technical Analysis
What the Charting Tools on AAII’s Stock Evaluator Can Show You
Build custom stock charts on AAII.com to determine whether the trend is your friend.
in Stock Strategies,Stocks,Financial Statements,Fundamentals
Cash Is King and Free Cash Flow Wears the Crown
Free cash flow is not just an accounting exercise but is central to valuation.
in AAII Stock Ideas,Stock Strategies,Sell Rules
How to Buy and Sell Stocks Using AAII Stock Screens
The same criteria used by a screen to find attractive stocks can help you make disciplined decisions about when to sell stocks.
in Portfolio Strategies,Investing Basics
Dollar-Cost Averaging Versus Lump-Sum Investing: Which Builds More Wealth?
In a test of rolling 20-year periods since 1926, lump-sum investing outperformed dollar-cost averaging 73% of the time.
in ETFs and Mutual Funds,AAII Asset Allocation Models,Mutual Funds,Exchange-Traded Funds
Customizing Your Large-Cap Allocation With ETFs and Mutual Funds
An examination of the ETF and mutual fund options that can fill the large-cap domestic equity portion of a portfolio.
in Financial Planning,Tax Strategies
Opportunities for Donor-Advised Funds Opened by the OBBBA
When used properly, donor-advised funds allow donors to align their gifts with their tax situation.
Notes & Opinions
in Editor's Note,A+ Stock Grades
A+ Grades Are an Extension of Our Disciplined Approach
In creating each grade, we pored through academic research to isolate factors that have long been associated with portfolio outperformance.
in AAII Community,AAII Sentiment Investing
The Great Market Indicator Debate
Join your fellow investors in a debate on two market indicators: the Fed Model versus the yield curve.
in Local Chapters
AAII Local Chapter Meetings Enhance Your Membership
What makes chapter meetings different from simply reading an article is the dynamic that only a live setting can create.
The AAII Journal, a leading investment publication, provides readers with a continuing stream of insights and ideas that focus on how you can improve your investment results. Unlike many investment magazines, ours is completely unbiased, educational and contains no advertising.
AAII has published this prestigious financial journal every month for more than 40 years. Members receive it for free and have access to thousands of evergreen articles online so they can reference information and strategies for previous market situations with a few clicks of the mouse.
Our stock journal helps individual investors manage their portfolios, build sound investment strategies and navigate all types of financial conditions. Articles range from optimizing target-date fund portfolios to retirement account withdrawal strategies and analysis on robo-advisor performance.
The magazine also has recurring features our members find invaluable. Every quarter, we dissect our model stock portfolio and provide updates to its holdings and performance. This analysis helps individual investors manage small-cap value investments.
We also offer an annual tax guide in our financial magazine. This detailed investment magazine issue covers many details that individual investors need to consider when filing their taxes. It keeps readers updated on any recent changes to tax laws and provisions and provides a handy guide to tax implications of personal investments to cut through any tax filing confusion.
Another annual feature covers ETFs (exchange-traded funds) and mutual funds. This edition helps individual investors understand what to look for when investing in funds. Online, we accompany those articles with sortable tables so that members have an interactive component to their investment research. This helps individual investors plan their portfolios and invest with confidence.
Other regular features in the AAII Journal include financial planning, stock ideas and investor professor. Financial planning articles walk investors through the process and difficulties of crafting strategies for creating wealth regardless of age. They also cover difficult situations, such as estate planning, and helpful advice for getting kids and grandchildren interested in investing.
Stock ideas, as the name implies, give readers a peek at new screens and the stocks that pass them. This part of our investing magazine helps readers identify new opportunities in the markets, flagged by a mix of quantitative and qualitative analysis. Because we all, as investors, need ideas, this remains one of the most popular categories.
Investor professor helps readers invest with knowledge and confidence. It deals with contingencies, such as “What happens to your investment if a company goes bankrupt?” and gives actionable advice on what resources you should use when considering a new broker. Our readers enjoy this section because of its practicality and enduring tips.
Frequent internal contributors include president John Bajkowski; AAII Journal editor and vice president Charles Rotblut; Stock Superstars Report lead analyst Wayne A. Thorp; and Dividend Investing editor Derek Hageman. Together, these internal contributors have nearly a century of market wisdom and research, which they share with clear and concise prose to help individual investors improve their knowledge and portfolios.
The AAII Journal also includes frequent guest contributions from the financial and economic space. Articles from outside industry experts differentiate our financial magazine from others and provide additional points of view for our readers. Previous guest authors have included John C. Bogle, founder of Vanguard; Jay Clayton, chairman of the U.S. Securities and Exchange Commission; Charles Schwab; and Nobel laureate and Yale professor Robert Shiller.
We hope you’ll enjoy our articles and, if you’re not a member, consider joining the Association so you can get our prestigious magazine sent to your door every month.
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