Investing Basics and Beyond

Fortunes have been lost because people don't take the time to build a suitable framework for assessing investments. These special reports and guides, available to the AAII Membership, are certain to improve your personal financial situation.

• "Making Your First Investments"
  If you are new to investing, you need to start with a solid investment foundation. That foundation consists of the basic investment principles outlined in AAII's easy-to-follow "First Steps" Investor Classroom.

• "The Psychology Behind Common Investor Mistakes"
  Standard finance models assume that investors take in information and make logically "correct" decisions. Behavioral finance introduces the possibility of less-than-perfectly-rational behavior.

• "A Lifetime Investment Strategy"
  This guide is designed to provide you with a winning process for the long-term management of your investment portfolio. In the guide, we touch on popular wealth-building concepts as well as emphasize risk and its relationship to return.

Investment Ideas and Direction

AAII has resources and tools designed to benefit investors who are looking for winning ideas as well as full portfolios.

• "Shadow Stock Portfolio"
  Monthly, we run AAII's Shadow Stock selection methodology against a universe of over 8,000 stocks to uncover the promising companies that meet our selection criteria. Over the last 10 years, this AAII members' only portfolio has significantly outpaced the S&P 500.

• "Mutual Fund Portfolio"
  Our Mutual Fund Portfolio serves to illustrate the approaches that an individual investor, rather than an institution, should follow. The winning funds that we highlight must pass stringent requirements that include consistency, risk control, modest fees, low turnover, dependable management and other important criteria. Since its inception, this AAII members' only portfolio has greatly outpaced the S&P 500.

• "AAII Stock Screens"
  The AAII Stock Screens area allows you to tap into the investment styles, ideas and methodologies of over 60 promising investment luminaries. Collectively, 91% of the Stock Screens we featured have beaten the S&P 500 since we introduced this popular members-only service.

Portfolio Building

Portfolio building & management is a favorite topic among the editors at AAII. Why? Because they know that a consistent investment strategy tied to a well-managed portfolio is the key to long-term wealth accumulation.

• "Reach Your Retirement Goals By Following 10 Basic Axioms"
  These principles provide the critical cornerstone for making decisions. When any of the axioms are violated, you risk being derailed from the ultimate objective of accumulating a more-than-adequate fund for retirement.

• "Professional Portfolio Observer"
  The Portfolio Observer is an ongoing research effort that reports on asset allocation and diversification strategies for our members.

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If you are not yet a member of AAII, we hope the list of services above provides you with an understanding of how you can profit from affiliating with our investor-education organization. Join AAII now!