Providing the education and guidance needed to build and manage investment wealth. In 1997, mark carhart, in his study on persistence in mutual fund performance, was the first to use momentum, together with the famafrench factors, to explain mutual fund. Cover article the individual investors guide to personal tax planning 2018 in features, special features, tax strategies by aaii staff our annual tax and financial planning guide is designed to help you assess your current tax situation given the new tax law and plan for any. This includes allowable tax benefits such as deductions and maximum contributions. Sent via email as a pdf and posted on the website, every month, your issue will bring you all the latest on the dividend investing portfolio, including performance updates, new buy or sell recommendations, indepth stock reports and informative articles with strategies to improve your overall investing success. Is it so bad to have a portfolio that is entirely dependent on the success of the stock market. This easytouse subscription was designed to help you build a portfolio of potential dividend winners. Please watch this space or your email box for updated details. Banking on a new pick while staying the course there is one portfolio addition and one portfolio deletion for december 2018. The 2018 tax information on page 22 of aaii s tax guide has now been updated. If, during the first three months, you feel that ssr is not meeting your needs, please feel free to call us at 800 4282244, and we will gladly refund your entire subscription feeno questions asked.
The dates below are when the portfolio alerts were issued. The december 2018 aaii journal is now available online. Aaiis collection of investor guides arms you with essential investment tools and. The american association of individual investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. Click on the links below to download a pdf version of the ssr report. Scroll down below the link to read more details about these changes. The american association of individual investors 625 n. Performance information and commentary are always posted and. Words of advice for my grandchildren, aaii journal, october 20. The march 2019 aaii journal is now available online.
Posted on march 4, 2019 march 4, 2019 by charles rotblut. An incomeoriented portfolio comprised of stocks selected for their ability to increase in both price and dividend yield. Cma features a summary of di performance for november. Metro chapter about aaii the american association of individual investors is an independent, nonprofit corporation formed for the purpose of assisting individuals in becoming effective managers of their own assets through programs of education, information and research. To beat the market, invest differently than the market by charles rotblut, james oshaughnessy decisions based on less than five years of performance returns are mostly based on noise. Information regarding these trying times has changed frequently. It matters because the oscillations of equities are unpredictable and the trends can be longlasting and extreme.
Our ongoing print coverage is provided through james cloonans aaii model portfolios column in the aaii journal. The savings matrix whether the savings rate or portfolio return realized has a bigger impact on wealth depends on the investors age and investing time horizon. Download pdf magazines and ebook free usa, uk, australia. Allocation shifted to all bonds in 2003 and 2009 and back to target allocation in 2004. Focus on the value of a business, not the stocks valuation.
The 2005 guide is available onlineyou can either scroll through the guide or download a printable version in pdf format. Updated february 1, 2015 what if your timing is bad. We are exploring options for online webinars for subgroups. Aaii model shadow stock portfoli0 3 wonderful web work. Aaii journal january 1997 the peter lynch approach to investing in understandable stocks by maria crawford scott no modernday investment sage is better known than peter lynch. You can try stock superstars for three full months riskfree. Looking back on the occasion of the aaii journals 40th anniversary. The peter lynch approach to investing in understandable.
If you have already taken a trial or had a subscription in the last 90 days, you are not. The dividend investing website and monthly newsletter will educate you. American association of individual investors guidestar. Not only has his investment approach successfully passed the realworld performance test, but he strongly believes that individual investors have a. Subgroups american association of individual investors.
Profitable retirement planning helps you prepare for a financially secure lifestyle in retirement. Aaii model shadow stock portfolio aaii communicates information about our shadow stock portfolio to our membership via both print and online methods. Membership is not required to attend any of our subgroup meetings updated 4262020 6. The minimum variance strategy has been known since harry markowitzs 1952 paper on meanvariance optimization. An excerpt of this book appeared in the august 2010 aaii journal. For instructions on pdf documents, click here note. Reprinted with permission from the american association of individual investors, 625 n.