Investor Education: Stock research, tools, publication, investment …
WEBDiscover the Secrets Used by 2M+ Individual Investors. AAII is on a mission to buck the “me too” mentality of institutional investing and empower the individual investor. Join our community, where our members make nearly 3x more profit than the S&P 500. Join Now for Only $2 *20-Year Total Return: AAII Members-Only Stock Portfolio vs. S&P 500.
Stocks With Consistent Dividend Increases and Positive Free Cash …
WEBThis First Cut seeks out domestic, exchange-listed stocks that have consistently raised their annual dividend payment over the last seven years while maintaining positive free cash flow over each of the last seven years. Free cash flow is calculated by examining cash flow from operations (measure of a firm’s ability to generate cash from day ...
Bond Strategies for a Shifting Interest Rate Environment
WEBCoupon: 4%. Price: 100 or par ($1,000 face value priced at par is called 100) Example: 10 bonds would cost $10,000 and would pay annual interest of $400 per year, until the bond is called or comes due. Rating: Aaa/AAA from Moody’s and S&P Global Ratings. Annual Interest: Tax-exempt interest free of federal income tax.
Striking the Right Balance Between Growth and Value Stocks
WEBIn the most recent five-year period from 2019 to 2023, the large-cap growth premium increased to 664 bps—largely driven by the performance of a handful of mega-cap stocks, such as Apple Inc. (AAPL), Microsoft Corp. (MSFT) and Nvidia Corp. (NVDA). Among U.S. mid-cap stocks, value outperformed growth 40% of the time by an average of 404 bps ...
The Advantages of Combining Momentum and Equal Weighting
WEBAug 29, 2024 · Equal-weight strategies assign the same portfolio weighting to all stocks. The S&P 500 Equal Weight index rebalances quarterly to a 0.2% position for each of its 500 stocks. Momentum strategies hold outperforming stocks and avoid underperforming stocks. The S&P 500 Momentum index holds the 100 stocks in …
Mutual Funds Converting to ETFs for Tax Efficiency and Convenience
WEBFor example, if you have $1,500 invested in a mutual fund in a taxable account that converts to an ETF selling for $140.00 per share, you would receive 10 ETF shares (10 x $140) and $100 in cash. The distribution of the cash would be treated as a sell transaction and would be subject to the capital gains tax rules.
Sentiment Survey Past Results | AAII - Investor Education
WEB35.4%. 23.8%. May 1. 38.5%. 29.0%. 32.5%. The sentiment survey measures the percentage of individual investors who are bullish, bearish, and neutral on the stock market short term; individuals are polled from the AAII Web site on a weekly basis. Only one vote per member is accepted in each weekly voting period. Take the Sentiment Survey.
THE AAII JOURNAL OCTOBER 2024 ISSUE - Investor Education
WEBAAII has published this prestigious financial journal every month for more than 40 years. Members receive it for free and have access to thousands of evergreen articles online so they can reference information and strategies for previous market situations with a few clicks of the mouse. Our stock journal helps individual investors manage their ...
Inherited IRA Rules Before and After the SECURE Act
WEBThe SECURE Act’s rules generally apply when the date of death is January 1, 2020, or later. The SECURE Act splits beneficiaries into one of three groups: 1) non-designated beneficiaries—charities, most trusts, etc.; 2) eligible designated beneficiaries—spouses, minor children, beneficiaries with a chronic illness or qualifying disability ...
August Model Shadow Stock Portfolio Update | AAII
WEBAug 15, 2024 · The Model Shadow Stock Portfolio is up 5.9% year to date compared to a 12.3% gain for the S&P MidCap 400 and a 10.0% gain for the S&P SmallCap 600. Since its inception in 1993, the AAII Model Shadow Stock Portfolio has a compound annual average return of 13.7%, versus the Vanguard 500 Index fund’s (VFINX) gain of …