THE AAII JOURNAL JUNE 2026 ISSUE
COVER ARTICLE
Economic Moats: The Engine Behind Long-Term Earnings Power
Sustainable value creation requires a competitive advantage that has both magnitude and duration.
Features
in ETFs and Mutual Funds,AAII Asset Allocation Models,Mutual Funds,Exchange-Traded Funds
Customizing Your Fixed-Income Allocation With ETFs and Mutual Funds
Selecting bond ETFs and mutual funds with varying levels of category risk, duration and yield can help align your portfolio with changing investing goals.
in Computerized Investing,Advisers,Brokerages
2026 Robo-Advice Landscape: Survivors Search for the Next Leg of Growth
With most early adopters already established as clients, robo-advice platforms compete on scale, pricing, planning depth and customization.
in Portfolio Strategies,Asset Allocation,Retired Investor
Mapping the Safe Zone of Retirement Withdrawal Rates
An analysis of three retirement portfolios over 100 years addresses the tension between portfolio longevity and lifestyle goals.
in AAII Stock Ideas,Earnings
Why Tracking Earnings Estimate Revisions Pays Off
Screens based on upward revisions have shown a historical ability to identify potential outperformers.
in AAII How-To,Earnings,Stock Strategies
Find a Stock’s Earnings Estimate Revisions
Why revisions to earnings estimates are important and where you can find revisions data and tools on AAII.com.
in Alternative Investments,Digital Assets,Currency
An Individual Investor’s Intro to Stablecoins
Initially used for cryptocurrency trading, stablecoins are becoming an alternative for payment systems that could eventually supplant credit cards.
in AAII Stock Ideas,Stock Strategies,A+ Stock Grades
Choice Stocks From AAII’s Model Portfolios: The Platinum 30
A diversified sample of stocks that grade highly on the compelling factors used in our different strategies.
Notes & Opinions
in Editor's Note,Alternative Investments
Digital Assets Are Moving Into Mainstream Finance
As the financial system evolves, you need to have the proper knowledge to make the best decisions for your portfolio.
in AAII Community,Asset Allocation,Risk
Rethinking Safe Investments in 2026
Hear a variety of ideas for boosting safe money returns from members in the AAII Community.
in Local Chapters
Easily See a List of Local Chapter and SIG Meetings
Log in to the AAII Community to find out about in-person and virtual events throughout the country.
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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