Unbiased Investment Education
for Individual Investors like you.
Top AAII Articles
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Julian Block
Tax Breaks for Contributions of Appreciated Property
Donating appreciated assets to charities not only provides a tax deduction, but it also enables investors to sidestep capital gains taxes.
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Charles Rotblut, CFA
Managing Your Portfolio in Difficult Markets
Strategies to keep you focused on the long term in the face of tough market conditions.
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Phil DeMuth
Adding Alternative Investments to a Stock/Bond Portfolio
The risks of a traditional 60% stocks/40% bonds portfolio can be lowered by adding real estate, commodities and hedge-fund strategies.
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Jason Brady
Corporate Bond Analysis: What to Consider
Corporate bond investors need to look beyond yield and focus on an issuer’s character, capacity, collateral and conditions.
AAII Member Question
Previous Week's ResultsDo you use a quantitative selection methodology when investing in stocks?
This Week's Question
What percentage of your portfolio is invested in real estate investment trusts (REITS)?
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Sentiment Survey
The AAII Investor Sentiment Survey measures members who are bullish, bearish, and neutral for the next six months.
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Are you BULLISH? AAII members are: (as of 1/25/2012)
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AAII Discussions
Connect with other AAII Members by engaging in a discussion of various topics.
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Model Portfolios
Throughout the year, AAII updates you on the holdings, performance and investment strategy behind our research portfolios.
| Annualized Return | |||
| Model Portfolio | YTD Return | 1-Year Return | 5-Year Return |
| Shadow Stock | 6.3% | 6.3% | 5.2% |
| Mutual Fund | -1.7% | -1.7% | 0.9% |
| ETF | -3.7% | -3.7% | -1.8% |
| Data as of 12/31/2011. | |||
AAII Stock Screens
117.4%
Current Top Return (2011)
T. Rowe Price
Other Top Leaders:
- 21.6% Dreman With Est Revisions
- 21.2% Stock Market Winners
- 19.5% MAGNET Simple
Sign Up to Receive Local Chapter Meeting Invites
AAII Local Chapters offer investment education to members in a "person to person" social setting located in your own community.
Recent meetings have included:
"Nest-Egg Survival: Investing and Spending in Retirement"Maria Crawford Scott, Former editor, AAII Journal
"Today's Investment Outlook"Sam Stovall, Chief investment strategist, S&P Equity Research Services
"The Importance of Tax Diversification: What You Need to Know"Christine Fahlund, senior financial planner, T. Rowe Price, Inc.
Retirement Planning: Misconceptions About Life in Retirement
"Some people spend more time planning a two-week vacation than they do retirement planning."—Anonymous
Retirement is a passage from one lifestyle to another. One way to think of the term "retire" is by placing a hyphen between the 'e' and the 't' and creating a new term—re-tire: To put on new treads.
Those who take the voyage seriously and do the right kind of retirement planning usually have a smoother trip and more fun.
Discussions with seasoned retirees indicate that there are many myths and misconceptions about retirement. Often you will hear these myths stated as fact. Here are some of the most common ones.
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