AAII Journal

The AAII Journal is a prominent investment publication that offers valuable insights and strategies aimed at enhancing your investment performance. What sets us apart from other investment magazines is our commitment to being completely impartial, educational, and free from advertisements. For over 40 years, AAII has consistently released this esteemed financial journal on a monthly basis. Members enjoy complimentary access to the journal and can also tap into a vast library of timeless articles online. This allows them to easily find information and strategies related to past market conditions with just a few clicks.

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April Model Shadow Stock Portfolio Update

1 week ago | aaii.com | John Bajkowski

Featured Tickers: APT CVLG FONR GASS HOFT KE MG NC NCSM NGS PANL PKOH RCKY RGS SGA VPG The S&P 500 index lost 5.6% during March, compared to a 6.1% loss for the Model Shadow Stock Portfolio. The S&P MidCap 400 index lost 5.5% during the month, while the S&P SmallCap 600 index declined 6.1%. Smaller companies continue to lag larger companies for the year.
A One-Page Wealth-Building Plan for Managing the Costs of Late-in-Life Care

3 weeks ago | aaii.com | Charles Rotblut

One of the biggest challenges in financial planning and investing is longevity risk. A one-page PRISM plan can help you prepare for the forthcoming costs. Charles Rotblut leads a class in AAII's new Essential Investing Video Course. Go to https://www.aaii.com/ves for more information and to subscribe.
Gold Is Glittering but May Not Be Right for Your Portfolio

4 weeks ago | aaii.com | Charles Rotblut

Featured Tickers: GLD SPY Gold closed above $3,000 per ounce for the first time last week.
March Charts of Interest: A Buying Opportunity?

1 month ago | aaii.com | Charles Rotblut

The S&P 500 index took less than one month to fall into its current correction. Historically, corrections have taken three to four months, on average, to bottom. Yesterday, CFRA Research chief investment strategist Sam Stovall tweeted that fast drops have historically been followed by fast rebounds. Tariffs are the big question mark, though. This month’s charts of interest provide some insights you are likely not seeing in the headlines about the current market environment.
Which Protects Your Retirement Better: Rebalancing or Buffer Strategies?

1 month ago | aaii.com | Charles Rotblut

Charles Rotblut leads a class in AAII's new Essential Investing Video Course. Go to https://www.aaii.com/ves for more information and to subscribe.
February Charts of Interest: Tariffs, Uncertainty, Eggs and More

2 months ago | aaii.com | Charles Rotblut

Tariffs remain a hot topic for corporate executives. I show you just how much in this month’s charts of interest. Among the other charts I highlight are those focusing on how uncertainty affects stock prices, the shrinking number of “pure growth” stocks and rising egg prices. I hope you find this month’s charts of interest to be all it is cracked up to be.
What Investors Should Know From Monday's AI Sell-Off

2 months ago | aaii.com | Charles Rotblut

Monday’s news that Chinese artificial intelligence (AI) start-up DeepSeek has matched the capabilities of leading American AI models sent shockwaves through certain sectors and industries. The technology-heavy Nasdaq-100 index was hit particularly hard, with the index falling 2.9%. Many questions abound about DeepSeek. Today, I explain the implications of Monday’s events. High Profit Margins Attract Competition: Nvidia Corp.
January Charts of Interest: Presidential Stock Market Scorecard

Jan 23, 2025 | aaii.com | Charles Rotblut

Given Monday’s inauguration, I kick off this month’s charts of interest by examining how the stock market has performed under past presidents. I then discuss how U.S. stocks are now dominating global indexes, growth in the number of complex ETFs and rising home contract cancellations, before finishing with whiskey—yes, whiskey but not whisky.
Stock Market History After Back-to-Back 20% Gains

Jan 8, 2025 | aaii.com | Charles Rotblut

Pessimism among individual investors about the short-term outlook for stocks increased in the latest AAII Sentiment Survey. Meanwhile, optimism and neutral sentiment decreased. Bullish sentiment, expectations that stock prices will rise over the next six months, decreased 0.8 percentage points to 34.7%. Optimism is below its historical average of 37.5% for the second time in six weeks.
Five Smart Strategies to Reduce Your 2024 Capital Gains Taxes

Dec 4, 2024 | aaii.com | Charles Rotblut

This year has been very good for investors. The S&P 500 index has gained nearly 30%. The small-cap Russell 2000 index is up more than 20%. Growth, value and dividend indexes also have realized double-digit gains. Bitcoin is hovering near the $100,000 mark. Though gains are always welcome, they bring the prospect of capital gains taxes. If you realized capital gains this year or anticipate doing so before year-end, you still have time to reduce your 2024 tax bill.