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Educated Investor: August AAII Journal Highlights

by AAII Staff | August 04, 2020

This week’s Educated Investor gives you a taste of the just released August issue of the AAII Journal. Get first look at articles on the pros and cons of virtual shareholder meetings and what you should know about leveraged ETFs. In addition to our annual Guide to ETFs, this issue contains a simple worksheet for determining your optimal risk level and a list of promising stocks based on a combination of favorable factors. Finally, sign up for our Wednesday Webinar this week—a panel of financial experts talk about what to do during this unprecedented time.

Just released: The August 2020 AAII Journal.
Get a first look at the new issue!

This Week’s Highlight

Leveraged ETFs: Don’t Get Wiped Out by the Tail

by Matthew Crouse

Think carefully before buying a leveraged investment product that might seem highly attractive based on historical performance. Two key negatives are volatility drag and tail risk.

Members-Only Feature Article

FEATURE ARTICLE · AAII Members Only

Are Virtual-Only Annual Meetings Virtuous?

by John Deysher

A look at the advantages and disadvantages of virtual shareholder meetings through the eyes of a portfolio manager. Plus, a scoring system you can use to measure whether a firm is promoting shareholder interests.

Hand-Selected for You

The Individual Investor’s Guide to Exchange-Traded Funds 2020

by Charles Rotblut

Monthly updates and grades for returns, risk and expense ratio top the improvements to our ETF guide this year.

Stocks Meeting the O’Shaughnessy Multi-Factor Approach

by Wayne A. Thorp

AAII’s O’Shaughnessy-inspired value composite consists of the price-to-free-cash-flow ratio, price-earnings ratio, price-to-sales ratio, enterprise-value-to-EBITDA ratio, shareholder yield and price-to-book-value ratio.

Determining the Appropriate Level of Risk for You

by Charles Rotblut

To help you identify your tolerance for risk, we’ve developed this worksheet as part of The AAII Way, a process for creating a comprehensive plan that can be your investing guide.

Upcoming Digital Event

AIE Panel: Staying the Course in a Time of Upheaval: What to Do Now?

presented by Jason Doss

Join a panel of experts from the Alliance for Investor Education on Wednesday, August 5, as they discuss critical investment strategies while coming out of the coronavirus pandemic.

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