Investor Update,Portfolio Strategies Latest Archive
Can AI Help Manage Your Portfolio?
August 13 2026 by Charles Rotblut
The information you ask a chatbot for and how you write queries matters greatly for the chatbot’s reliability, as does your ability to confirm whether the answer is correct.
August 13 2026 by Charles Rotblut
The information you ask a chatbot for and how you write queries matters greatly for the chatbot’s reliability, as does your ability to confirm whether the answer is correct.
Three Ways to Diversify From a Top-Heavy S&P 500
June 11 2026 by Charles Rotblut
The high level of concentration in the S&P 500 continues to drive its performance and distorts how the index and its typical constituent are performing.
June 11 2026 by Charles Rotblut
The high level of concentration in the S&P 500 continues to drive its performance and distorts how the index and its typical constituent are performing.
Ways to Redeploy Cash After a Big Gain
May 07 2026 by Charles Rotblut
The choice of what to do with a big influx of cash depends on your personal situation.
May 07 2026 by Charles Rotblut
The choice of what to do with a big influx of cash depends on your personal situation.
Upgraded My Portfolio and Stock Screens Available Exclusively on the AAII Investor Hub
March 12 2026 by Charles Rotblut
My Portfolio and the AAII Stock Screens are getting an upgrade on AAII.com.
March 12 2026 by Charles Rotblut
My Portfolio and the AAII Stock Screens are getting an upgrade on AAII.com.
The New Features in Our Rebuilt My Portfolio
January 08 2026 by Charles Rotblut
The completely rebuilt My Portfolio is more intuitive, with several new features and a modern look.
January 08 2026 by Charles Rotblut
The completely rebuilt My Portfolio is more intuitive, with several new features and a modern look.
2025's Most-Read Investor Updates: The New Tax Law, Buffett and More
January 01 2026 by Charles Rotblut
The five most-read articles covered many topics important to individual investors, from the new tax law to Warren Buffett to the S&P 500 index’s historical trends.
January 01 2026 by Charles Rotblut
The five most-read articles covered many topics important to individual investors, from the new tax law to Warren Buffett to the S&P 500 index’s historical trends.
More Time Spent on Your Portfolio Can Worsen Returns
October 09 2025 by Charles Rotblut
A research study shows that retired investors who spent more time managing their portfolio actually hurt their results.
October 09 2025 by Charles Rotblut
A research study shows that retired investors who spent more time managing their portfolio actually hurt their results.
My Six Key Lessons From Warren Buffett
May 08 2025 by Charles Rotblut
Key takeaways for investors as Warren Buffet announces his retirement.
May 08 2025 by Charles Rotblut
Key takeaways for investors as Warren Buffet announces his retirement.
Staying Invested When Tariffs Rattle the Market
April 03 2025 by Charles Rotblut
Market history provides us with both perspectives and guidelines for days like today.
April 03 2025 by Charles Rotblut
Market history provides us with both perspectives and guidelines for days like today.
The Benefits and Costs of Diversification in My 403(b)
April 25 2024 by Charles Rotblut
Diversifying increases the odds of being in the right asset class and category at the right time.
April 25 2024 by Charles Rotblut
Diversifying increases the odds of being in the right asset class and category at the right time.
Warren Buffett on Why You Shouldn't Trust Forecasts
February 29 2024 by Charles Rotblut
The latest advice from the Berkshire Hathaway shareholder letter.
February 29 2024 by Charles Rotblut
The latest advice from the Berkshire Hathaway shareholder letter.
Remembering Charlie Munger
November 30 2023 by Charles Rotblut
A look at Charlie Munger’s investing philosophy and career.
November 30 2023 by Charles Rotblut
A look at Charlie Munger’s investing philosophy and career.
Seven Reasons for Investors to Be Grateful in 2023
November 23 2023 by Charles Rotblut
Every year at Thanksgiving, I share a list of reasons for investors to be grateful.
November 23 2023 by Charles Rotblut
Every year at Thanksgiving, I share a list of reasons for investors to be grateful.
Cash Is Popular, but Be Careful When Allocating to It
November 02 2023 by Charles Rotblut
How to utilize cash in your portfolio.
November 02 2023 by Charles Rotblut
How to utilize cash in your portfolio.
Expanding Upon the 10 Commandments of Investing
October 26 2023 by Charles Rotblut
Another look at James Cloonan’s 10 investing commandments.
October 26 2023 by Charles Rotblut
Another look at James Cloonan’s 10 investing commandments.
James Cloonan's 10 Commandments for Investing
September 28 2023 by Charles Rotblut
Learn AAII founder James Cloonan’s 10 commandments for investing.
September 28 2023 by Charles Rotblut
Learn AAII founder James Cloonan’s 10 commandments for investing.
Current Valuation Ranges for Stocks
September 14 2023 by Charles Rotblut
Current ranges for the valuation ratios included in the AAII Value Grade and Score.
September 14 2023 by Charles Rotblut
Current ranges for the valuation ratios included in the AAII Value Grade and Score.
Guidelines for Selling Stocks
September 07 2023 by Charles Rotblut
How to create your own sell rules based on your investing strategy.
September 07 2023 by Charles Rotblut
How to create your own sell rules based on your investing strategy.
Can You Use ChatGPT to Create a Portfolio of Stocks?
August 17 2023 by Charles Rotblut
The results of using ChatGPT to build a portfolio of stocks.
August 17 2023 by Charles Rotblut
The results of using ChatGPT to build a portfolio of stocks.