Webinar Wednesdays: First Cuts and Allocation Wrap-Up

If you missed our Webinar Wednesday on March 17, you can watch it here.

What Dividend Aristocrats and international stock funds made our First Cut lists? The first segment of this episode of The Individual Investor Show winnows down the Aristocrat list of dividend-growing S&P 500 index stocks to the ones with the longest streak of dividend increases. Next, we find the mutual funds with the most consistent returns relative to their peers in the international stock categories. Finally, we explore AAII’s updated rebalancing models and how you can use them to bring your portfolio back to your desired allocations. 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

First Cut Dividend Aristocrats Segment

Dividend Aristocrats With Longest Streak of Dividend Increases
Viewing the Sector Exposure of Dividend Stocks Through the Aristocrats
List of Aristocrats: ProShares S&P 500 Dividend Aristocrats (NOBL)
Webinar: Seeking Dividend Safety and Aristocrats in a Volatile Market
Lowell Miller’s Dividend Strength and Growth Strategy
Three Pillars for Successful Dividend Investing
AAII Dividend Investing

First Cut International Funds Segment

International Stock Mutual Funds Outperforming Their Peers
International Stock ETFs Outperforming Their Peers
Top Considerations When Comparing Funds
Which Funds Fit Your Needs? Here’s How to Decide
Tools for Mutual Fund Investors
Mutual Fund Ideas
ETF Ideas
A+ Investor Fund/ETF Screener

Rebalancing Segment

Rebalancing Update: A Revised Allocation Plus Additional Insights
AAII Asset Allocation Models
How Much Risk Can You Handle and Still Meet Your Goals?
Asset Allocation, RMDs and Portfolio Survival
Vanguard Study: Best Practices for Portfolio Rebalancing
AAII Tax Guide

Mailbag Segment

A Five-Part Framework for Analyzing a Hot IPO Stock
Is a Rights Offering the Right Stuff?
AAII’s Individual Investor Wealth-Building Process
Determining Your Portfolio Management Preferences